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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 %
FF
3601
Friedenthal Financial
New Jersey
– -$824K -1,059 Closed
MWM
3602
Magnolia Wealth Management
Alabama
– -$763K -992 Closed
ARC
3603
Advisor Resource Council
Texas
– -$530K -910 Closed
BWA
3604
Beam Wealth Advisors
Louisiana
– -$660K -848 Closed
MIA
3605
MainStreet Investment Advisors
Illinois
– -$660K -848 Closed
GAM
3606
Grandview Asset Management
Pennsylvania
– -$593K -763 Closed
CP
3607
Coho Partners
Pennsylvania
– -$552K -709 Closed
ICM
3608
Ionic Capital Management
New York
– -$514K -661 Closed
MWA
3609
Monograph Wealth Advisors
California
– -$506K -651 Closed
LOAMU
3610
Lombard Odier Asset Management (USA)
New York
– -$506K -650 Closed
HFA
3611
Harbert Fund Advisors
Alabama
– -$506K -650 Closed
EGA
3612
Eagle Global Advisors
Texas
– -$466K -599 Closed
PRS
3613
Pinkerton Retirement Specialists
Idaho
– -$450K -579 Closed
AA
3614
AJ Advisors
Tennessee
– -$436K -561 Closed
MPAM
3615
Murphy Pohlad Asset Management
Minnesota
– -$429K -552 Closed
GPA
3616
Guidance Point Advisors
Massachusetts
– -$425K -546 Closed
MM
3617
MQS Management
New York
– -$420K -540 Closed
GCP
3618
Garda Capital Partners
Minnesota
– -$412K -529 Closed
CWA
3619
Clearview Wealth Advisors
Oregon
– -$403K -518 Closed
Q
3620
QVR
California
– -$388K -499 Closed
HFRG
3621
Houlihan Financial Resource Group
Virginia
– -$384K -493 Closed
DWM
3622
Darwin Wealth Management
Florida
– -$376K -483 Closed
DI
3623
Diligent Investors
California
– -$361K -464 Closed
OWM
3624
OneAscent Wealth Management
Alabama
– -$359K -461 Closed
SM
3625
Sciencast Management
New Jersey
– -$350K -450 Closed
143 144
145
146 147