LLY icon

Eli Lilly
LLY

Overview Fund Activity

3,435 hedge funds and large institutions have $605B invested in Eli Lilly in 2024 Q1 according to their latest regulatory filings, with 345 funds opening new positions, 1,407 increasing their positions, 1,279 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,435
Holders Change
+184
Holders Change %
+5.66%
% of All Funds
49.79%
Holding in Top 10
454
Holding in Top 10 Change
+153
Holding in Top 10 Change %
+50.83%
% of All Funds
6.58%
New
345
Increased
1,407
Reduced
1,279
Closed
117
Calls
$7.83B
Puts
$7.46B
Net Calls
+$374M
Net Calls Change
+$932M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$1.21B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$962M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$882M
4
BlackRock
BlackRock
New York
+$706M
5
Bank of America
Bank of America
North Carolina
+$534M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.53B
2
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$2.89B
3
Capital World Investors
Capital World Investors
California
-$1.88B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$944M
5
Primecap Management
Primecap Management
California
-$736M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
501
Stephens Inc
Arkansas
$26.8M +$3.02M +3,885 +13%
WFMPM
502
Woodley Farra Manion Portfolio Management
Indiana
$26.6M -$1.71M -2,200 -6%
PWP
503
Perfromance Wealth Partners
Illinois
$26.4M +$12.9M +16,567 +95%
CCMINC
504
Cardinal Capital Management Inc (North Carolina)
North Carolina
$26.4M -$422K -542 -2%
LFDLE
505
La Financiere de L'Echiquier
France
$26.3M +$2.78M +3,570 +12%
Envestnet Portfolio Solutions
506
Envestnet Portfolio Solutions
Illinois
$26.1M +$5.38M +6,912 +26%
TA
507
TruWealth Advisors
Louisiana
$25.9M +$405K +521 +2%
AA
508
ALPS Advisors
Colorado
$25.9M -$77.8K -100 -0.3%
CIP
509
Chartwell Investment Partners
Pennsylvania
$25.8M -$2.42M -3,114 -9%
WI
510
Wintrust Investments
Illinois
$25.7M +$1.54M +1,985 +6%
MYLI
511
Meiji Yasuda Life Insurance
Japan
$25.7M +$3.34M +4,295 +15%
RJT
512
Raymond James Trust
Florida
$25.6M +$341K +438 +1%
IAA
513
Independent Advisor Alliance
North Carolina
$25.5M +$416K +535 +2%
LCM
514
Logan Capital Management
Pennsylvania
$25.3M -$70K -90 -0.3%
CT
515
Cambridge Trust
Massachusetts
$25.2M +$16.7M +21,510 +197%
TSS
516
Two Sigma Securities
New York
$25.1M +$23M +29,503 +1,047%
MLICM
517
Metropolitan Life Insurance Company (MetLife)
New York
$25M -$230K -296 -0.9%
PHP
518
Parkman Healthcare Partners
Connecticut
$25M +$25M +32,117 New
LSV Asset Management
519
LSV Asset Management
Illinois
$25M -$10.6M -13,600 -30%
EF
520
Empowered Funds
Pennsylvania
$24.9M +$1.91M +2,452 +8%
BCM
521
Bridgeway Capital Management
Texas
$24.9M +$27.2K +35 +0.1%
JFL
522
Jarislowsky, Fraser Ltd
Quebec, Canada
$24.6M -$5.45M -7,003 -18%
USAA
523
United Services Automobile Association
Texas
$24.5M -$10.2M -13,096 -29%
DC
524
Davenport & Co
Virginia
$24.4M +$226K +291 +0.9%
GIM
525
Generate Investment Management
New Zealand
$24.4M -$6.21M -7,984 -20%
19 20
21
22 23