LLY icon

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 %
PT
1176
Plimoth Trust
Massachusetts
$5.11M -$377K -484 -7%
IP
1177
Investment Partners
Ohio
$5.1M +$1.56K +2 +0%
LWM
1178
LJI Wealth Management
Indiana
$5.07M +$75.5K +97 +2%
MFF
1179
Mango Five Family
Nevada
$5.07M -$311K -400 -6%
AWM
1180
Avior Wealth Management
Nebraska
$5.07M +$1.23M +1,580 +32%
APP
1181
Avantax Planning Partners
Iowa
$5.07M +$331K +426 +7%
PWP
1182
Principle Wealth Partners
Connecticut
$5.06M +$67.7K +87 +1%
HCM
1183
Highview Capital Management
Illinois
$5.06M -$156K -201 -3%
PCP
1184
Proficio Capital Partners
Massachusetts
$5.06M +$82.4K +106 +2%
RA
1185
RFG Advisory
Alabama
$5.06M +$153K +197 +3%
AIM
1186
Allen Investment Management
New York
$5.06M – – –
RCM
1187
Ratan Capital Management
Florida
$5.06M +$5.06M +6,500 New
JWM
1188
Jackson Wealth Management
Florida
$5.05M +$128K +164 +3%
ANBT
1189
American National Bank & Trust
Texas
$5.05M -$174K -224 -3%
FHA
1190
Flagship Harbor Advisors
Massachusetts
$5.03M +$466K +599 +10%
DLCIG
1191
D.L. Carlson Investment Group
New Hampshire
$5.03M -$124K -160 -2%
BIP
1192
Bouvel Investment Partners
Pennsylvania
$5.02M +$1.8M +2,313 +56%
AFC
1193
AFT Forsyth & Company
Florida
$5.01M -$459K -590 -8%
CWM
1194
Cabot Wealth Management
Massachusetts
$5M -$129K -166 -3%
SC
1195
Sawyer & Company
Massachusetts
$5M -$14K -18 -0.3%
MPM
1196
Meritage Portfolio Management
Kansas
$5M +$37.3K +48 +0.8%
CCB
1197
Cutter & Co Brokerage
Missouri
$5M -$282K -362 -5%
CGL
1198
Clarius Group LLC
Washington
$5M -$769K -988 -13%
TC
1199
TwinBeech Capital
New York
$4.99M +$4.99M +6,419 New
VVP
1200
Venture Visionary Partners
Ohio
$4.96M +$80.1K +103 +2%
46 47
48
49 50