LLY icon

Eli Lilly
LLY

Overview Fund Activity

3,629 hedge funds and large institutions have $676B invested in Eli Lilly in 2024 Q3 according to their latest regulatory filings, with 245 funds opening new positions, 1,556 increasing their positions, 1,377 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,629
Holders Change
+91
Holders Change %
+2.57%
% of All Funds
52.5%
Holding in Top 10
465
Holding in Top 10 Change
-82
Holding in Top 10 Change %
-14.99%
% of All Funds
6.73%
New
245
Increased
1,556
Reduced
1,377
Closed
114
Calls
$9.13B
Puts
$10.4B
Net Calls
-$1.24B
Net Calls Change
+$432M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$12.9B
2
GQG Partners
GQG Partners
Florida
$4.26B
3
UBS Group
UBS Group
Switzerland
$3.19B
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.03B
5
Amundi
Amundi
France
$4.15B

Top Sellers

1
Primecap Management
Primecap Management
California
$15.7B
2
BlackRock
BlackRock
New York
$57B
3
Capital World Investors
Capital World Investors
California
$18B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.71B
5
Bank of America
Bank of America
North Carolina
$9B
Name Holding Trade Value Shares
Change 		Shares
Change %
DF
3601
DecisionPoint Financial
Arizona
$14.2K – – –
KA
3602
Kozak & Associates
Colorado
$14.1K – – –
IAIM
3603
International Assets Investment Management
Florida
$14.1K +$14.1K +12,448,888 +87,092%
CNBTD
3604
Citizens National Bank Trust Department
Mississippi
$13.3K – – –
NECFA
3605
New England Capital Financial Advisors
Connecticut
$12.6K – – –
PCFFS
3606
Pacific Center for Financial Services
California
$12.4K – – –
TIAAOA
3607
Teachers Insurance & Annuity Association of America
New York
$12.4K +$12.4K +14 New
TPW
3608
Talon Private Wealth
Florida
$11.5K +$11.5K +13 New
FIA
3609
FPC Investment Advisory
California
$10.8K – – –
MIM
3610
Macroview Investment Management
Maryland
$10.6K +$5.32K +6 +100%
RL
3611
Rogco LP
Oklahoma
$10.6K – – –
BCH
3612
Berkshire Capital Holdings
California
$8.86K -$14.6M -16,480 -100%
SC
3613
Steph & Co
Wisconsin
$8.86K -$44.3K -50 -83%
SGC
3614
Slocum, Gordon & Co
Rhode Island
$8.86K – – –
DCM
3615
Disciplina Capital Management
Tennessee
$8.6K -$583K -678 -99%
WA
3616
WestEnd Advisors
North Carolina
$7.97K -$886 -1 -10%
FG
3617
Fairman Group
Pennsylvania
$7.09K – – –
RTL
3618
Red Tortoise LLC
Georgia
$6.2K – – –
LAM
3619
Lummis Asset Management
Texas
$5.32K – – –
SWM
3620
Sanctuary Wealth Management
Idaho
$5.32K – – –
SWS
3621
SYSTM Wealth Solutions
Illinois
$4.43K -$1.7M -1,924 -100%
LIM
3622
Longfellow Investment Management
Massachusetts
$4.43K – – –
RWM
3623
Ruedi Wealth Management
Illinois
$3.54K -$4.43K -5 -56%
CFS
3624
CGC Financial Services
Oregon
$3.54K – – –
PFA
3625
Pathway Financial Advisers
Indiana
$1.15K +$1.15K +1,021,287 +92,760%
143 144
145
146 147