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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 %
ZB
951
Zions Bancorporation
Utah
$7.97M +$881K +1,133 +12%
BCM
952
Bayesian Capital Management
New York
$7.9M +$7.9M +10,157 New
BFA
953
Bragg Financial Advisors
North Carolina
$7.87M +$1.92M +2,463 +32%
AUB
954
Atlantic Union Bankshares
Virginia
$7.86M -$395K -508 -5%
TVWM
955
Tower View Wealth Management
Wisconsin
$7.86M -$1.32M -1,693 -14%
MBT
956
Montecito Bank & Trust
California
$7.85M -$244K -313 -3%
CGA
957
Compound Global Advisors
Washington
$7.84M – – –
CCP
958
Clarkston Capital Partners
Michigan
$7.84M – – –
HAIM
959
Hunter Associates Investment Management
Pennsylvania
$7.8M – – –
AGAM
960
Avalon Global Asset Management
California
$7.78M – – –
MWVC
961
Morgens Waterfall Vintiadis & Co
New York
$7.78M – – –
TPM
962
Triasima Portfolio Management
Quebec, Canada
$7.74M -$2.48M -3,182 -24%
ECM
963
Evergreen Capital Management
Washington
$7.73M -$778K -1,000 -9%
BIM
964
Bridges Investment Management
Nebraska
$7.72M -$32.7K -42 -0.4%
CAM
965
Cozad Asset Management
Illinois
$7.71M +$5.29M +6,804 +219%
CUAMC
966
China Universal Asset Management Company
China
$7.7M +$1.26M +1,620 +20%
GAM
967
Gotham Asset Management
New York
$7.69M +$482K +620 +7%
BCAM
968
Boston Common Asset Management
Massachusetts
$7.67M -$192K -247 -2%
SMH
969
Sanders Morris Harris
Texas
$7.66M +$5.17M +6,644 +208%
SLG
970
Stanley-Laman Group
Pennsylvania
$7.64M -$1.61M -2,073 -17%
GWM
971
Geneos Wealth Management
Colorado
$7.62M +$438K +563 +6%
NFC
972
Northeast Financial Consultants
Connecticut
$7.61M +$2.85M +3,662 +60%
NB
973
NBT Bank
New York
$7.57M -$115K -148 -1%
EAM
974
Exome Asset Management
New York
$7.55M – – –
AC
975
Abbrea Capital
California
$7.51M +$177K +228 +2%
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