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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 %
AIC
1101
Argus Investors Counsel
New York
$5.9M +$576K +740 +11%
CAM
1102
Centre Asset Management
New York
$5.87M -$324K -416 -5%
BCA
1103
Bray Capital Advisors
Florida
$5.87M – – –
FTWA
1104
Fifth Third Wealth Advisors
Ohio
$5.86M +$580K +746 +11%
ISL
1105
Ingalls & Snyder LLC
New York
$5.85M -$662K -851 -10%
MCM
1106
Mengis Capital Management
Oregon
$5.81M +$113K +145 +2%
SIAG
1107
Signet Investment Advisory Group
Rhode Island
$5.81M -$140K -180 -2%
PIM
1108
Penobscot Investment Management
Massachusetts
$5.79M +$825K +1,060 +17%
GIM
1109
Greylin Investment Management
Virginia
$5.78M -$817K -1,050 -12%
PDL
1110
Portfolio Design Labs
California
$5.75M -$864K -1,111 -13%
AF
1111
Allworth Financial
California
$5.74M +$1.45M +1,860 +34%
WOC
1112
West Oak Capital
California
$5.74M -$51.3K -66 -0.9%
KWM
1113
Keebeck Wealth Management
Illinois
$5.74M -$78.6K -101 -1%
EBT
1114
Enterprise Bank & Trust
Massachusetts
$5.71M -$762K -980 -12%
WCM
1115
Wisconsin Capital Management
Wisconsin
$5.7M +$42.8K +55 +0.8%
JSP
1116
Jackson Square Partners
California
$5.69M -$55.2K -71 -1%
FG
1117
Fiduciary Group
Georgia
$5.69M +$137K +176 +2%
PGIM
1118
Pacific Global Investment Management
California
$5.69M -$26.5K -34 -0.5%
WA
1119
Wealth Alliance
New York
$5.69M +$68.5K +88 +1%
ONST
1120
Old North State Trust
North Carolina
$5.69M +$5.69M +7,307 New
CWM
1121
Compass Wealth Management
Connecticut
$5.68M -$327K -420 -5%
LA
1122
Lifeworks Advisors
Michigan
$5.68M +$281K +361 +5%
NWM
1123
Northcape Wealth Management
New York
$5.67M – – –
FFA
1124
Fragasso Financial Advisors
Pennsylvania
$5.66M +$84K +108 +2%
ACM
1125
Advisors Capital Management
New Jersey
$5.66M +$1.04M +1,342 +23%
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45
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