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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 %
IF
1301
Ironwood Financial
Arizona
$4.15M – – –
JIC
1302
Joel Isaacson & Co
New York
$4.15M +$255K +328 +7%
LA
1303
LM Advisors
California
$4.14M -$37.3K -48 -0.9%
RIA
1304
Regal Investment Advisors
Michigan
$4.13M +$388K +499 +10%
FBFS
1305
First Business Financial Services
Wisconsin
$4.12M -$778 -1 -0%
I
1306
INVST
Indiana
$4.12M -$166K -218 -4%
CPSC
1307
Carl P. Sherr & Co
Massachusetts
$4.12M -$20.2K -26 -0.5%
MSAM
1308
Moloney Securities Asset Management
Missouri
$4.11M +$70.8K +91 +2%
W
1309
Wealthquest
Ohio
$4.1M – – –
SFC
1310
SYM Financial Corp
Indiana
$4.09M -$687K -883 -14%
NL
1311
NVWM LLC
Pennsylvania
$4.09M -$149K -192 -4%
PB
1312
Pinnacle Bancorp
Nebraska
$4.09M – – –
BAM
1313
Belpointe Asset Management
Nevada
$4.08M +$58.3K +75 +1%
CI
1314
Cavalier Investments
Georgia
$4.08M +$983K +1,264 +32%
FNC
1315
First National Corp
Massachusetts
$4.06M – – –
FNFDCM
1316
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.05M -$7.78K -10 -0.2%
IBOK
1317
Independence Bank of Kentucky
Kentucky
$4.04M +$7.78K +10 +0.2%
9WM
1318
9258 Wealth Management
Ohio
$4.02M +$36.6K +47 +0.9%
EFM
1319
E Fund Management
China
$4.02M +$2.84M +3,653 +242%
SAS
1320
SMI Advisory Services
Indiana
$4.01M +$4.01M +5,300 New
CAG
1321
Csenge Advisory Group
Florida
$4M +$726K +933 +22%
QPBE
1322
Quintet Private Bank (Europe)
Luxembourg
$3.99M -$2.08M -2,366 -34%
BMCM
1323
Bryn Mawr Capital Management
Pennsylvania
$3.98M +$902K +1,481 +29%
BIG
1324
Brooklyn Investment Group
New York
$3.98M +$294K +387 +8%
PCA
1325
Peddock Capital Advisors
Massachusetts
$3.97M – – –
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