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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 %
ZP
601
Zimmer Partners
New York
$19.4M +$19.4M +24,900 New
ACA
602
Aptus Capital Advisors
Alabama
$19.3M +$1.17M +1,498 +6%
TTWM
603
TCV Trust & Wealth Management
Virginia
$19.3M -$369K -474 -2%
AWM
604
Axxcess Wealth Management
California
$19.2M +$763K +981 +4%
NNPTE
605
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$19.1M +$19.1M +24,538 +817,933%
SL
606
Salomon & Ludwin
Virginia
$19.1M -$3.35M -4,303 -15%
NIM
607
NEOS Investment Management
Connecticut
$18.9M +$9.02M +11,592 +91%
CAM
608
Close Asset Management
United Kingdom
$18.9M +$4.7M +6,054 +33%
CWM
609
Chronos Wealth Management
Florida
$18.8M -$625K -803 -3%
CIS
610
Connors Investor Services
Pennsylvania
$18.8M -$64.6K -83 -0.3%
JSC
611
Jackson Square Capital
California
$18.7M +$27.2K +35 +0.1%
MAM
612
Meeder Asset Management
Ohio
$18.7M +$11.6M +14,909 +163%
ATC
613
Argent Trust Co
Tennessee
$18.6M +$776K +997 +4%
CCM
614
Coldstream Capital Management
Washington
$18.5M +$175K +225 +1%
PA
615
Parallel Advisors
California
$18.5M +$451K +580 +3%
WS
616
Wedbush Securities
California
$18.4M +$2.31M +2,967 +14%
AIP
617
Ameritas Investment Partners
Nebraska
$18.4M -$520K -669 -3%
HPC
618
HM Payson & Co
Maine
$18.3M -$640K -823 -3%
BB
619
Busey Bank
Illinois
$18.3M +$158K +203 +0.9%
RP
620
Rice Partnership
Hawaii
$18.2M -$1.08M -1,389 -6%
SLI
621
Sumitomo Life Insurance
Japan
$18.1M +$2.27M +3,076 +14%
RWM
622
Ritholtz Wealth Management
New York
$18.1M +$157K +202 +0.9%
HCM
623
Huber Capital Management
California
$17.9M +$156K +200 +0.9%
QIM
624
Quest Investment Management
Oregon
$17.9M -$3.69M -4,743 -17%
ECM
625
Elgethun Capital Management
South Dakota
$17.9M +$8.81M +11,620 +97%
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