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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 %
ST
676
Spinnaker Trust
Maine
$15.5M -$4.39M -5,647 -22%
EAM
677
Eagle Asset Management
Florida
$15.5M -$166K -218 -1%
WTC
678
WhitTier Trust Company
Nevada
$15.4M +$9.34M +12,004 +155%
MC
679
Moors & Cabot
Massachusetts
$15.3M -$518K -666 -3%
BFS
680
Bradley Foster & Sargent
Connecticut
$15.3M +$562K +723 +4%
CIA
681
Choate Investment Advisors
Massachusetts
$15.3M +$10.9K +14 +0.1%
HSA
682
HBK Sorce Advisory
Pennsylvania
$15.2M +$629K +809 +4%
WT
683
Washington Trust
Rhode Island
$15.2M +$459K +590 +3%
SCM
684
Sirios Capital Management
Massachusetts
$15.1M -$7.47M -9,599 -33%
CA
685
Clearstead Advisors
Ohio
$15.1M -$559K -738 -4%
BRA
686
Bender Robert & Associates
California
$15.1M -$301K -387 -2%
CC
687
Cadinha & Co
Hawaii
$15.1M -$1.69M -2,170 -10%
PJSIMP
688
P.J. Schmidt Investment Management (PJS)
Wisconsin
$15M -$755K -971 -5%
PAG
689
Private Advisory Group
Washington
$15M +$1.21M +1,557 +9%
FNBT
690
FineMark National Bank & Trust
Florida
$14.9M -$393K -505 -3%
SIC
691
SJS Investment Consulting
Ohio
$14.8M +$172K +221 +1%
BIAS
692
Beacon Investment Advisory Services
New Jersey
$14.6M -$227K -292 -2%
BP
693
Broadleaf Partners
Ohio
$14.6M +$2.99M +3,848 +26%
Kovitz Investment Group Partners
694
Kovitz Investment Group Partners
Illinois
$14.6M +$965K +1,241 +7%
RPC
695
Rossmore Private Capital
Connecticut
$14.6M +$1.05M +1,355 +8%
MCM
696
McKinley Capital Management
Alaska
$14.5M +$1.37M +1,766 +10%
VA
697
Vident Advisory
Georgia
$14.5M +$1.31M +1,688 +10%
GF
698
Gimbal Financial
Indiana
$14.5M -$132K -170 -0.9%
HFS
699
Hantz Financial Services
Michigan
$14.5M +$436K +561 +3%
HCA
700
Harbour Capital Advisors
Virginia
$14.4M -$52.7K -69 -0.4%
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