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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 %
ACM
1126
AlphaStar Capital Management
North Carolina
$5.66M +$1.5M +1,922 +36%
HCM
1127
Hodges Capital Management
Texas
$5.62M -$836K -1,075 -13%
EWA
1128
Exencial Wealth Advisors
Oklahoma
$5.61M -$186K -239 -3%
AG
1129
AlTi Global
New York
$5.61M +$927K +1,192 +20%
EW
1130
Evoke Wealth
California
$5.58M +$5.58M +7,172 New
KA
1131
KLCM Advisors
Wisconsin
$5.58M -$506K -651 -8%
LBC
1132
Lowe Brockenbrough & Co
Virginia
$5.56M +$317K +407 +6%
AHC
1133
Adell Harriman & Carpenter
Texas
$5.55M +$1.23M +1,580 +28%
ECM
1134
Estabrook Capital Management
New York
$5.55M -$419K -538 -7%
FT
1135
Fiduciary Trust
Massachusetts
$5.54M +$69.2K +89 +1%
MWA
1136
Meridian Wealth Advisors
Texas
$5.53M -$43.6K -56 -0.8%
SIA
1137
Schechter Investment Advisors
Michigan
$5.5M +$49.8K +64 +0.9%
PVI
1138
Pine Valley Investments
New Jersey
$5.47M +$362K +465 +7%
PNAA
1139
Pictet North America Advisors
Switzerland
$5.47M +$2.34M +3,010 +75%
SCM
1140
Schnieders Capital Management
California
$5.45M +$609K +783 +13%
RIA
1141
Richwood Investment Advisors
Ohio
$5.45M -$68.5K -88 -1%
MGM
1142
Miura Global Management
New York
$5.45M -$7M -9,000 -56%
DA
1143
DCF Advisers
Connecticut
$5.45M – – –
RWA
1144
Redhawk Wealth Advisors
Minnesota
$5.44M +$454K +583 +9%
IFAM
1145
Institutional & Family Asset Management
Colorado
$5.44M -$1.61M -2,067 -23%
BAM
1146
BOS Asset Management
Illinois
$5.43M -$20.2K -26 -0.4%
MWM
1147
Modern Wealth Management
Kansas
$5.42M +$4.47M +5,741 +471%
CWS
1148
Confluence Wealth Services
Pennsylvania
$5.41M -$579K -744 -10%
CFMC
1149
Curbstone Financial Management Corp
New Hampshire
$5.36M -$163K -210 -3%
BOPW
1150
Brandywine Oak Private Wealth
Pennsylvania
$5.36M -$40.5K -52 -0.7%
44 45
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