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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 %
AG
726
AIA Group
Hong Kong
$13.5M -$292K -375 -2%
LWANC
727
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.5M -$260K -334 -2%
FTDI
728
First Trust Direct Indexing
Massachusetts
$13.5M +$1.49M +1,917 +12%
PAS
729
Park Avenue Securities
New York
$13.4M +$1.54M +1,985 +13%
LNC
730
Lincoln National Corp
Pennsylvania
$13.3M +$1.39M +1,789 +12%
CC
731
Codex Capital
New York
$13.2M -$778K -1,000 -6%
RBA
732
Richard Bernstein Advisors
New York
$13.2M -$778 -1 -0%
NSAM
733
North Star Asset Management
Wisconsin
$13.2M -$54.5K -70 -0.4%
FWM
734
Finer Wealth Management
Massachusetts
$13.1M -$622K -799 -5%
BCM
735
Barometer Capital Management
Ontario, Canada
$13.1M -$2.19M -2,809 -14%
MMG
736
Monetary Management Group
Missouri
$13.1M -$226K -290 -2%
TPCW
737
TD Private Client Wealth
New York
$13M +$853K +1,096 +7%
Fiera Capital (Canada)
738
Fiera Capital (Canada)
Quebec, Canada
$13M +$2.66M +3,424 +26%
HAG
739
HighPoint Advisor Group
Illinois
$13M +$144K +190 +1%
PP
740
Patten & Patten
Tennessee
$13M +$818K +1,051 +7%
WI
741
Wahed Invest
New York
$13M +$1.74M +2,231 +15%
SFS
742
Sowell Financial Services
Arkansas
$12.8M +$3.6M +4,622 +39%
ITIM
743
Indiana Trust & Investment Management
Indiana
$12.7M +$685K +880 +6%
JA
744
JLB & Associates
Michigan
$12.7M -$787K -1,012 -6%
AMI
745
Amica Mutual Insurance
Rhode Island
$12.7M – – –
PFSC
746
Peoples Financial Services Corp
Pennsylvania
$12.7M -$583K -749 -4%
NCM
747
Narwhal Capital Management
Georgia
$12.6M -$2.15M -2,764 -15%
SSB
748
Sandy Spring Bank
Maryland
$12.6M +$230K +296 +2%
MFIM
749
Mesirow Financial Investment Management
Illinois
$12.5M +$1.2M +1,548 +11%
NG
750
NWK Group
California
$12.5M +$299K +384 +2%
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