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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 %
EWA
526
EP Wealth Advisors
California
$24.3M -$3.08M -3,960 -11%
CWM
527
Calamos Wealth Management
Illinois
$24.3M +$14.8K +19 +0.1%
SCA
528
Snowden Capital Advisors
New York
$24.1M +$5.96M +7,658 +33%
MJRIC
529
Mogy Joel R Investment Counsel
California
$24.1M +$2.96M +3,810 +14%
TF
530
Tompkins Financial
New York
$24M -$858K -1,103 -3%
TCM
531
Traynor Capital Management
Pennsylvania
$24M +$6.66M +8,563 +38%
KPWS
532
Kestra Private Wealth Services
Texas
$23.8M +$878K +1,129 +4%
BL
533
Balentine LLC
Georgia
$23.7M -$237K -305 -1%
LPU
534
Lansdowne Partners (UK)
United Kingdom
$23.6M -$13.7M -17,556 -37%
FLPIM
535
F.L. Putnam Investment Management
Massachusetts
$23.5M -$438K -563 -2%
MHC
536
Meyer Handelman Company
New York
$23.5M -$715K -919 -3%
ACM
537
Atika Capital Management
New York
$23.3M -$778K -1,000 -3%
BRWA
538
B. Riley Wealth Advisors
Florida
$23.1M +$1.6M +2,973 +7%
VIM
539
Vinva Investment Management
Australia
$23.1M +$1.27M +1,637 +6%
FNT
540
First National Trust
Pennsylvania
$23M +$3.52M +4,527 +18%
JAG
541
Journey Advisory Group
Kentucky
$22.9M +$484K +622 +2%
BIG
542
Builder Investment Group
Georgia
$22.9M -$389K -500 -2%
RMDI
543
R.M. Davis Inc
Maine
$22.6M +$4.12M +5,296 +22%
MCM
544
Moore Capital Management
New York
$22.6M -$19.4M -25,000 -46%
FAT
545
First American Trust
California
$22.5M +$1.6M +2,058 +8%
PCM
546
Parsons Capital Management
Rhode Island
$22.5M +$244K +314 +1%
EF
547
Empirical Finance
Pennsylvania
$22.3M +$750K +964 +3%
WB
548
WesBanco Bank
West Virginia
$22.2M +$5.12M +6,586 +30%
BCM
549
Brookstone Capital Management
Illinois
$22.1M +$3.47M +4,464 +19%
BVDMP
550
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$22M – – –
20 21
22
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