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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 %
BRA
3551
Bender Robert & Associates
California
– -$15.1M -19,426 Closed
WWS
3552
Wellington Wealth Strategies
Indiana
– -$14.2M -18,315 Closed
WCM
3553
Winthrop Capital Management
Indiana
– -$13.7M -17,582 Closed
LNC
3554
Lincoln National Corp
Pennsylvania
– -$13.3M -17,080 Closed
WI
3555
Wahed Invest
New York
– -$13M -16,660 Closed
SC
3556
Stempoint Capital
New York
– -$11.7M -15,067 Closed
NL
3557
NWAM LLC
Washington
– -$10.3M -13,275 Closed
MF
3558
Magnetar Financial
Illinois
– -$9.38M -12,052 Closed
LNWTC
3559
Laird Norton Wetherby Trust Company
Washington
– -$8.91M -11,458 Closed
CCM
3560
Cutter Capital Management
New York
– -$8.59M -11,040 Closed
RCM
3561
Radnor Capital Management
Pennsylvania
– -$8.2M -10,536 Closed
BCM
3562
Bayesian Capital Management
New York
– -$7.9M -10,157 Closed
SCM
3563
Stevens Capital Management
Pennsylvania
– -$7.43M -9,550 Closed
ACP
3564
Altitude Crest Partners
Connecticut
– -$7.16M -9,200 Closed
WFM
3565
Wolff Financial Management
Michigan
– -$7.02M -9,029 Closed
AIM
3566
Aigen Investment Management
New York
– -$6.63M -8,520 Closed
MWM
3567
Meridian Wealth Management
Kentucky
– -$6.61M -8,497 Closed
DA
3568
Duality Advisers
Florida
– -$6.12M -7,869 Closed
EW
3569
Evoke Wealth
California
– -$5.58M -7,172 Closed
DFG
3570
Delta Financial Group
New Jersey
– -$5.24M -6,740 Closed
TC
3571
TwinBeech Capital
New York
– -$4.99M -6,419 Closed
CA
3572
CoreCap Advisors
Michigan
– -$4.83M -6,207 Closed
SPS
3573
Susquehanna Portfolio Strategies
Pennsylvania
– -$4.5M -5,785 Closed
EWM
3574
Executive Wealth Management
Michigan
– -$4.26M -5,607 Closed
GCM
3575
Genus Capital Management
British Columbia, Canada
– -$4.15M -5,331 Closed
141 142
143
144 145