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

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$19.7B
2
Primecap Management
2
Primecap Management
California
$17.8B
3
Lilly Endowment
3
Lilly Endowment
Indiana
$88.2B
4
DZ Bank
4
DZ Bank
Germany
$1.78B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$30.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
3576
HC Advisors
Georgia
– -$3.5M -4,504 Closed
BWM
3577
BCS Wealth Management
Tennessee
– -$3.48M -4,470 Closed
LCM
3578
Lattice Capital Management
Washington
– -$3.05M -3,918 Closed
AGA
3579
Accuvest Global Advisors
Utah
– -$2.92M -3,750 Closed
JGC
3580
J. Goldman & Co
New York
– -$2.38M -3,059 Closed
CGA
3581
Crescent Grove Advisors
Illinois
– -$2.25M -2,894 Closed
PPP
3582
Private Portfolio Partners
New Jersey
– -$2.03M -2,606 Closed
RP
3583
Regal Partners
Australia
– -$1.96M -2,514 Closed
EWA
3584
Encompass Wealth Advisors
Oregon
– -$1.95M -2,502 Closed
LAS
3585
Lloyd Advisory Services
Georgia
– -$1.93M -2,485 Closed
CWM
3586
Campbell Wealth Management
Virginia
– -$1.92M -2,462 Closed
FFP
3587
FourThought Financial Partners
Florida
– -$1.72M -2,211 Closed
PL
3588
Parkwood LLC
Ohio
– -$1.59M -2,048 Closed
SIGI
3589
Susquehanna International Group (Ireland)
Ireland
– -$1.59M -2,045 Closed
ACM
3590
ADAR1 Capital Management
Texas
– -$1.45M -1,865 Closed
OFS
3591
OneAscent Financial Services
Alabama
– -$1.38M -1,779 Closed
CG
3592
Clarus Group
Texas
– -$1.28M -1,644 Closed
EGM
3593
Engineers Gate Manager
New York
– -$1.25M -1,611 Closed
MCP
3594
Mirador Capital Partners
California
– -$1.19M -1,529 Closed
CPM
3595
Connective Portfolio Management
New York
– -$1.17M -1,500 Closed
VEA
3596
Virtus ETF Advisers
New York
– -$937K -1,204 Closed
SC
3597
Shay Capital
New York
– -$934K -1,200 Closed
ITB
3598
Idaho Trust Bank
Idaho
– -$902K -1,159 Closed
SCA
3599
Stillwater Capital Advisors
Pennsylvania
– -$859K -1,104 Closed
LWA
3600
Lantern Wealth Advisors
New York
– -$832K -1,069 Closed
142 143
144
145 146