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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 %
EP
1001
Essential Planning
New Hampshire
$7.17M – – –
DPIM
1002
Duff & Phelps Investment Management
Illinois
$7.16M +$231K +297 +3%
ACP
1003
Altitude Crest Partners
Connecticut
$7.16M +$7.16M +9,200 New
FA
1004
FDx Advisors
Illinois
$7.15M -$1.13M -1,456 -14%
JWCA
1005
J.W. Cole Advisors
Florida
$7.14M +$101K +130 +1%
ESB
1006
Essex Savings Bank
Connecticut
$7.13M – – –
PTB
1007
Pioneer Trust Bank
Oregon
$7.13M +$455K +585 +7%
FNA
1008
First National Advisers
Nebraska
$7.13M +$2.05M +3,447 +40%
RMCM
1009
Reynders McVeigh Capital Management
Massachusetts
$7.11M -$908K -1,167 -11%
QI
1010
Qtron Investments
Massachusetts
$7.07M +$660K +849 +10%
SMC
1011
Smith, Moore & Co
Missouri
$7.06M +$807K +1,037 +13%
TAM
1012
Trust Asset Management
Texas
$7.06M – – –
RIL
1013
Rothschild Investment LLC
Illinois
$7.04M +$199K +256 +3%
WFM
1014
Wolff Financial Management
Michigan
$7.02M -$4.52M -5,808 -39%
KWA
1015
Kingswood Wealth Advisors
California
$7.02M -$662K -851 -9%
TPWA
1016
TRUE Private Wealth Advisors
Oregon
$6.99M -$80.1K -103 -1%
PFM
1017
Patton Fund Management
Texas
$6.99M +$2.95M +3,794 +73%
WIA
1018
Wetzel Investment Advisors
Indiana
$6.98M -$166K -223 -2%
P
1019
Pitcairn
Pennsylvania
$6.97M -$241K -310 -3%
EHC
1020
Everett Harris & Co
California
$6.95M +$35K +45 +0.5%
CI
1021
Cigna Investments
Connecticut
$6.92M -$50.6K -65 -0.7%
FCCM
1022
First City Capital Management
Georgia
$6.92M -$1.02M -1,312 -13%
CM
1023
Churchill Management
California
$6.92M +$6.92M +8,889 New
FCBT
1024
First Citizens Bank & Trust
North Carolina
$6.9M +$3.07M +3,940 +80%
WAP
1025
Wealthcare Advisory Partners
Pennsylvania
$6.87M +$1.87M +2,400 +37%
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