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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 %
NL
826
NWAM LLC
Washington
$10.3M +$104K +134 +1%
RCM
827
RNC Capital Management
California
$10.3M -$1.28M -1,646 -11%
RAM
828
Roanoke Asset Management
New Jersey
$10.3M -$11.7K -15 -0.1%
AWM
829
Affinity Wealth Management
Delaware
$10.2M -$70.8K -91 -0.7%
UHC
830
Union Heritage Capital
Michigan
$10.2M +$1.65M +2,120 +19%
IMCOOI
831
Investment Management Corp of Ontario (IMCO)
Canada
$10.1M -$23.2M -29,797 -70%
AAS
832
Ameritas Advisory Services
Nebraska
$10.1M +$1.46M +1,906 +17%
CB
833
Cadence Bank
Mississippi
$10.1M +$420K +540 +4%
GLR
834
Great Lakes Retirement
Ohio
$10.1M -$130K -167 -1%
AWM
835
Apollon Wealth Management
South Carolina
$10.1M -$587K -754 -6%
OC
836
Optimas Capital
Hong Kong
$10.1M -$552K -710 -5%
EP
837
Eversept Partners
New York
$10M +$10M +12,877 New
HCM
838
Hilton Capital Management
New York
$9.96M -$515K -662 -5%
VSQM
839
V-Square Quantitative Management
Illinois
$9.94M +$2.69M +3,453 +37%
BAAM
840
Baker Avenue Asset Management
California
$9.94M +$209K +269 +2%
JCM
841
Jacobi Capital Management
Pennsylvania
$9.91M -$1.66M -2,134 -14%
PCM
842
Perkins Capital Management
Minnesota
$9.83M -$101K -130 -1%
FPAS
843
Focus Partners Advisor Solutions
Missouri
$9.8M +$7.78M +10,000 +385%
TCCM
844
Timber Creek Capital Management
Massachusetts
$9.77M -$1.59M -2,041 -14%
B
845
Bailard
California
$9.76M -$339K -436 -3%
PWA
846
Providence Wealth Advisors
Illinois
$9.76M +$7.94M +10,393 +436%
HFM
847
Harvest Fund Management
China
$9.74M +$2.6M +3,346 +36%
SAM
848
Sycomore Asset Management
France
$9.7M +$6.47M +8,494 +200%
SG
849
Sienna Gestion
France
$9.67M +$9.67M +12,434 New
Verition Fund Management
850
Verition Fund Management
Connecticut
$9.63M -$130M -167,467 -93%
32 33
34
35 36