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 %
IAS
1226
Insigneo Advisory Services
Florida
$4.74M +$1.13M +1,455 +31%
BHB
1227
Bank Hapoalim BM
Israel
$4.73M +$678K +871 +17%
PPWP
1228
Premier Path Wealth Partners
New Jersey
$4.73M -$35K -45 -0.7%
WSCM
1229
Wellington Shields Capital Management
New York
$4.72M -$440K -566 -9%
SG
1230
StoneX Group
New York
$4.72M +$59.9K +77 +1%
DAM
1231
Draper Asset Management
New York
$4.72M -$38K -50 -0.8%
OPW
1232
Oxler Private Wealth
New York
$4.68M +$3.2M +4,116 +217%
EWM
1233
EPG Wealth Management
Georgia
$4.67M +$140K +180 +3%
MHIC
1234
Marble Harbor Investment Counsel
Massachusetts
$4.67M -$117K -150 -2%
WP
1235
Waycross Partners
Kentucky
$4.67M -$389K -500 -8%
WANY
1236
Wealthspire Advisors (New York)
New York
$4.67M -$315K -405 -6%
HIC
1237
Hartline Investment Corp
Illinois
$4.64M -$12.4M -15,975 -73%
BCA
1238
Bay Colony Advisors
Massachusetts
$4.64M -$1.03M -1,327 -18%
WG
1239
Welch Group
Alabama
$4.62M +$499K +642 +12%
HWMG
1240
Hurlow Wealth Management Group
Indiana
$4.62M +$7.78K +10 +0.2%
HGERS
1241
Householder Group Estate & Retirement Specialist
Arizona
$4.61M -$73.1K -94 -2%
BFA
1242
Beaumont Financial Advisors
Massachusetts
$4.61M -$337K -433 -7%
VNA
1243
Valley National Advisers
Pennsylvania
$4.59M +$128K +165 +3%
GWMIA
1244
Global Wealth Management Investment Advisory
Florida
$4.57M +$69.2K +89 +2%
LWL
1245
Leo Wealth LLC
Texas
$4.55M +$131K +171 +3%
CIA
1246
Cladis Investment Advisory
Montana
$4.55M -$791K -1,017 -15%
NB
1247
Northwest Bancshares
Pennsylvania
$4.55M +$208K +268 +5%
BCM
1248
Brooktree Capital Management
Michigan
$4.54M -$978K -1,257 -18%
GBT
1249
Grove Bank & Trust
Florida
$4.52M +$56K +72 +1%
ACA
1250
Affinity Capital Advisors
California
$4.51M -$180K -231 -4%
48 49
50
51 52