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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 %
SPS
1251
Susquehanna Portfolio Strategies
Pennsylvania
$4.5M -$19.7M -25,383 -81%
CPRC
1252
Consolidated Portfolio Review Corp
New York
$4.5M +$48.2K +62 +1%
VT
1253
Vise Technologies
New York
$4.49M +$713K +916 +19%
BFS
1254
Bard Financial Services
Connecticut
$4.47M -$191K -245 -4%
MMA
1255
Miracle Mile Advisors
California
$4.47M +$467K +600 +12%
LIP
1256
Lighthouse Investment Partners
Florida
$4.46M -$3.77M -4,848 -46%
BMC
1257
Beaton Management Company
Massachusetts
$4.46M +$21K +27 +0.5%
LIM
1258
Leavell Investment Management
Alabama
$4.45M -$8.56K -11 -0.2%
ACP
1259
Aviance Capital Partners
Florida
$4.42M +$3.2M +4,115 +264%
PL
1260
Parthenon LLC
Kentucky
$4.41M -$76.2K -98 -2%
JWM
1261
Jeppson Wealth Management
California
$4.4M -$489K -629 -10%
VLC
1262
Van Leeuwen & Company
New Jersey
$4.39M +$13.2K +17 +0.3%
ACM
1263
Avalon Capital Management
California
$4.36M – – –
VA
1264
Valmark Advisers
Ohio
$4.35M +$814K +1,047 +23%
BFO
1265
Boston Family Office
Massachusetts
$4.35M -$280K -360 -6%
RWA
1266
River Wealth Advisors
Pennsylvania
$4.34M +$3M +3,859 +225%
SS
1267
Sunbelt Securities
Texas
$4.34M +$2.57M +3,303 +145%
HTIM
1268
Harbour Trust & Investment Management
Indiana
$4.33M +$273K +351 +7%
CAAS
1269
Capital Asset Advisory Services
Michigan
$4.33M +$155K +198 +4%
MFG
1270
Magnus Financial Group
New York
$4.32M +$107K +138 +3%
MG
1271
Mather Group
Illinois
$4.32M +$1.17K +2 +0%
SIM
1272
Stratos Investment Management
Ohio
$4.29M +$84.8K +109 +2%
PGWM
1273
Parisi Gray Wealth Management
New Jersey
$4.28M +$58.4K +75 +1%
CW
1274
Channel Wealth
California
$4.27M -$45.9K -59 -1%
EWM
1275
Executive Wealth Management
Michigan
$4.26M +$1.14M +1,505 +37%
49 50
51
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