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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 %
MS
976
Madden Securities
Texas
$7.5M +$487K +626 +7%
SCI
977
Stableford Capital II
Arizona
$7.49M +$494K +635 +7%
PAA
978
Peregrine Asset Advisers
Oregon
$7.49M +$1.18M +1,519 +19%
SAM
979
Smithbridge Asset Management
Pennsylvania
$7.48M -$404K -519 -5%
PFU
980
Parus Finance (UK)
United Kingdom
$7.48M +$7.48M +9,609 New
FHA
981
First Horizon Advisors
Tennessee
$7.47M -$2.38M -3,063 -24%
SACTSONJ
982
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$7.47M – – –
GCM
983
Goldstream Capital Management
Hong Kong
$7.44M +$3.02M +3,880 +68%
SCM
984
Stevens Capital Management
Pennsylvania
$7.43M +$7.43M +9,550 New
EFMC
985
Empire Financial Management Company
New York
$7.41M -$4.67K -6 -0.1%
NSIM
986
North Star Investment Management
Illinois
$7.4M +$389K +500 +6%
KJHP
987
K.J. Harrison & Partners
Ontario, Canada
$7.39M +$2.95M +3,794 +67%
SGAM
988
Smith Group Asset Management
Texas
$7.33M -$2.59M -3,330 -26%
ST
989
Smithfield Trust
Pennsylvania
$7.31M -$186K -239 -2%
LFG
990
Larson Financial Group
Missouri
$7.3M +$132K +170 +2%
FIM
991
Fernwood Investment Management
Massachusetts
$7.29M -$217K -279 -3%
FAM
992
Formidable Asset Management
Ohio
$7.29M +$4.26M +5,473 +141%
LFM
993
LGT Fund Management
Liechtenstein
$7.28M -$127K -163 -2%
TFA
994
Transamerica Financial Advisors
Florida
$7.23M +$5.19M +6,668 +254%
DWA
995
Douglass Winthrop Advisors
New York
$7.22M +$464K +596 +7%
RBFC
996
Roman Butler Fullerton & Co
Missouri
$7.2M +$38.8K +53 +0.5%
IWA
997
Icon Wealth Advisors
Texas
$7.2M +$18.7K +24 +0.3%
PWA
998
Prairie Wealth Advisors
Nebraska
$7.19M +$7.19M +9,240 New
LS
999
Leelyn Smith
Illinois
$7.18M -$566K -728 -7%
M
1000
MOTCO
Texas
$7.17M +$1.56K +2 +0%
38 39
40
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