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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 %
BHIA
3626
Birch Hill Investment Advisors
Massachusetts
– -$343K -441 Closed
LCS
3627
Levin Capital Strategies
New York
– -$323K -415 Closed
KI
3628
Kapitalo Investimentos
Brazil
– -$285K -366 Closed
FEG
3629
Fund Evaluation Group
Ohio
– -$275K -353 Closed
NME
3630
Notis-McConarty Edward
– -$272K -349 Closed
AWM
3631
AAF Wealth Management
Massachusetts
– -$270K -347 Closed
WFA
3632
WMG Financial Advisors
Tennessee
– -$251K -323 Closed
CVA
3633
Central Valley Advisors
California
– -$245K -314 Closed
EL
3634
Envoi LLC
Minnesota
– -$238K -306 Closed
FWM
3635
Fonville Wealth Management
Virginia
– -$237K -305 Closed
BAG
3636
Bridgewealth Advisory Group
California
– -$233K -300 Closed
HWM
3637
Horizon Wealth Management
Illinois
– -$224K -287 Closed
BC
3638
Bridgefront Capital
Texas
– -$219K -282 Closed
BBP
3639
Banco BTG Pactual
Brazil
– -$208K -268 Closed
VWM
3640
VCI Wealth Management
Missouri
– -$205K -263 Closed
AA
3641
AlphaQ Advisors
Florida
– -$203K -261 Closed
CWA
3642
Capital Wealth Alliance
Arizona
– -$203K -260 Closed
BWM
3643
BKM Wealth Management
Wisconsin
– -$187K -241 Closed
VCMGDR
3644
Vinland Capital Management Gestora de Recursos
Brazil
– -$159K -205 Closed
FIA
3645
FNY Investment Advisers
New York
– -$155 -200 Closed
EFMH
3646
E Fund Management (HK)
Hong Kong
– -$94K -121 Closed
FGAM
3647
Financial Gravity Asset Management
Texas
– -$80.4K -116 Closed
MAM
3648
MMA Asset Management
Pennsylvania
– -$55.2K -71 Closed
AWM
3649
Avondale Wealth Management
Texas
– -$33.5K -43 Closed
FCMT
3650
Founders Capital Management (Texas)
Texas
– -$19.4K -25 Closed
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