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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 %
Westfield Capital Management
551
Westfield Capital Management
Massachusetts
$22M -$109M -140,005 -83%
RBCM
552
Raub Brock Capital Management
California
$22M -$2.94M -3,773 -12%
SPPAM
553
Summit Partners Public Asset Management
Massachusetts
$22M -$2.57M -3,299 -10%
BM
554
Bridger Management
New York
$21.8M – – –
TCOT
555
Trust Company of Toledo
Ohio
$21.8M +$49.8K +64 +0.2%
Impax Asset Management Group
556
Impax Asset Management Group
United Kingdom
$21.7M -$1.85M -2,380 -8%
MA
557
Montag & Associates
Georgia
$21.6M -$969K -1,245 -4%
PIP
558
Peachtree Investment Partners
Florida
$21.6M -$2.12M -2,720 -9%
NB
559
Norinchukin Bank
Japan
$21.5M -$297K -382 -1%
CHC
560
City Holding Co
West Virginia
$21.4M -$1.25M -1,613 -6%
M
561
Mirova
France
$21.3M +$4.45M +5,720 +26%
IWC
562
Integrated Wealth Concepts
Massachusetts
$21.3M +$677K +870 +3%
TCM
563
Tang Capital Management
California
$21M -$2.33M -3,000 -10%
SVWAG
564
Sound View Wealth Advisors Group
Georgia
$20.9M -$174K -224 -0.8%
CC
565
Chicago Capital
Illinois
$20.9M +$518K +666 +3%
SWA
566
Stratos Wealth Advisors
Ohio
$20.7M +$16.7M +21,406 +409%
EFS
567
Essex Financial Services
Connecticut
$20.7M +$1.2M +1,546 +6%
PR
568
Payden & Rygel
California
$20.6M -$2.65M -3,400 -11%
PRIG
569
Payden & Rygel Investment Group
California
$20.6M +$20.6M +26,520 New
BCV
570
Banque Cantonale Vaudoise
Switzerland
$20.6M +$1.85M +2,383 +10%
JCM
571
Jag Capital Management
Missouri
$20.6M -$891K -1,145 -4%
CCP
572
Clough Capital Partners
Massachusetts
$20.5M +$20.5M +26,415 New
AHB
573
Abner Herrman & Brock
New Jersey
$20.5M +$290K +373 +1%
FCH
574
Freestone Capital Holdings
Washington
$20.5M +$1.19M +1,531 +6%
KRSITF
575
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$20.5M -$1.63M -2,094 -7%
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