LLY icon

Eli Lilly
LLY

Overview Fund Activity

3,538 hedge funds and large institutions have $705B invested in Eli Lilly in 2024 Q2 according to their latest regulatory filings, with 274 funds opening new positions, 1,514 increasing their positions, 1,318 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,538
Holders Change
+104
Holders Change %
+3.03%
% of All Funds
51.46%
Holding in Top 10
547
Holding in Top 10 Change
+93
Holding in Top 10 Change %
+20.48%
% of All Funds
7.96%
New
274
Increased
1,514
Reduced
1,318
Closed
116
Calls
$8.06B
Puts
$9.73B
Net Calls
-$1.67B
Net Calls Change
-$2.04B

Top Buyers

1
UBS AM
UBS AM
Illinois
$5.39B
2
Swedbank
Swedbank
Sweden
$1.08B
3
Vanguard Group
Vanguard Group
Pennsylvania
$66.9B
4
Capital Research Global Investors
Capital Research Global Investors
California
$8.26B
5
Morgan Stanley
Morgan Stanley
New York
$12.4B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$19.7B
2
Primecap Management
Primecap Management
California
$17.8B
3
Lilly Endowment
Lilly Endowment
Indiana
$88.2B
4
DZ Bank
DZ Bank
Germany
$1.78B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$30.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
SGC
3526
Slocum, Gordon & Co
Rhode Island
$9.05K +$9.05K +10 New
RWM
3527
Ruedi Wealth Management
Illinois
$8.15K +$8.15K +9 New
FG
3528
Fairman Group
Pennsylvania
$7.24K – – –
RTL
3529
Red Tortoise LLC
Georgia
$6.34K – – –
MIM
3530
Macroview Investment Management
Maryland
$5.43K +$1.81K +2 +50%
SWM
3531
Sanctuary Wealth Management
Idaho
$5.43K -$3.62K -4 -40%
LAM
3532
Lummis Asset Management
Texas
$5.43K – – –
LIM
3533
Longfellow Investment Management
Massachusetts
$4.53K – – –
FHC
3534
First Heartland Consultants
Missouri
$3.77K -$26 -29 -0.7%
CFS
3535
CGC Financial Services
Oregon
$3.62K – – –
ETS
3536
ESL Trust Services
New York
$3.62K +$3.62K +4 New
PI
3537
PEAK6 Investments
Illinois
$2.21K – – –
YDMI
3538
Y.D. More Investments
Israel
$299 +$299 +124 New
AIG
3539
American International Group
New York
– -$180M -231,933 Closed
Renaissance Technologies
3540
Renaissance Technologies
New York
– -$101M -130,178 Closed
Point72 Asset Management
3541
Point72 Asset Management
Connecticut
– -$98M -125,910 Closed
RCM
3542
Rokos Capital Management
United Kingdom
– -$62.7M -80,576 Closed
APM
3543
Avidity Partners Management
Texas
– -$54.5M -70,000 Closed
WI
3544
Wafra Inc
New York
– -$50M -64,313 Closed
DFO
3545
Duquesne Family Office
New York
– -$48M -61,664 Closed
PCM
3546
Parsifal Capital Management
Connecticut
– -$34.9M -44,800 Closed
Simplex Trading
3547
Simplex Trading
Illinois
– -$28.1M -36,141 Closed
MLICM
3548
Metropolitan Life Insurance Company (MetLife)
New York
– -$25M -32,163 Closed
SC
3549
Shellback Capital
Massachusetts
– -$19.4M -25,000 Closed
MAM
3550
Mark Asset Management
New York
– -$15.5M -19,918 Closed
140 141
142
143 144