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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 %
NP
901
Nilsine Partners
Colorado
$8.85M +$632K +812 +8%
PIA
902
Petredis Investment Advisors
Pennsylvania
$8.85M +$246K +316 +3%
SAG
903
SageView Advisory Group
California
$8.84M -$1.28M -1,646 -13%
GIA
904
Gladstone Institutional Advisory
Florida
$8.83M -$699K -899 -7%
AG
905
Ascent Group
Virginia
$8.8M -$1.62M -2,080 -16%
SAS
906
Stelac Advisory Services
New York
$8.8M +$8.8M +11,311 New
OIA
907
OneDigital Investment Advisors
Kansas
$8.77M -$220K -283 -2%
FNBOO
908
First National Bank of Omaha
Nebraska
$8.76M -$6.9M -8,360 -44%
OAJ
909
Ogorek Anthony Joseph
New York
$8.69M -$98.8K -127 -1%
PTC
910
Private Trust Company
Ohio
$8.68M -$9.34K -12 -0.1%
SC
911
Syon Capital
California
$8.67M -$8.11M -10,426 -48%
MAM
912
Morse Asset Management
Connecticut
$8.67M +$545K +701 +7%
Jacobs Levy Equity Management
913
Jacobs Levy Equity Management
New Jersey
$8.62M +$6.73M +8,651 +357%
SSA
914
Schonfeld Strategic Advisors
New York
$8.61M +$7.64M +9,818 +789%
WA
915
WealthTrust Axiom
Pennsylvania
$8.6M -$593K -762 -6%
MIM
916
MTM Investment Management
South Carolina
$8.59M +$33.5K +43 +0.4%
CCM
917
Cutter Capital Management
New York
$8.59M +$8.59M +11,040 New
KC
918
Kingfisher Capital
North Carolina
$8.58M -$16.3K -21 -0.2%
FBT
919
First Bankers Trust
Kentucky
$8.55M -$739K -950 -8%
CWP
920
Cyndeo Wealth Partners
Florida
$8.53M +$562K +723 +7%
EWM
921
Elevatus Welath Management
New York
$8.52M +$7.94M +10,210 +1,370%
LSAG
922
Lake Street Advisors Group
New Hampshire
$8.51M +$659K +847 +8%
HI
923
Horizon Investments
North Carolina
$8.48M +$505K +650 +6%
VAS
924
Vestmark Advisory Solutions
Massachusetts
$8.48M -$241K -310 -3%
SFP
925
Shepherd Financial Partners
Massachusetts
$8.47M -$177K -227 -2%
35 36
37
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