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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 %
TNAM
1326
Terra Nova Asset Management
New York
$3.97M -$31.9K -41 -0.8%
SAM
1327
Silvercrest Asset Management
New York
$3.96M -$209K -269 -5%
UAS
1328
United Asset Strategies
New York
$3.95M +$135K +174 +4%
AP
1329
Appleton Partners
Massachusetts
$3.95M -$230K -296 -6%
PP
1330
PDS Planning
Ohio
$3.94M +$63K +81 +2%
DRS
1331
Deane Retirement Strategies
Louisiana
$3.93M +$3.93M +5,057 New
FDS
1332
Freedom Day Solutions
Texas
$3.93M -$390K -502 -9%
LFAS
1333
Level Four Advisory Services
Texas
$3.93M – – –
BFM
1334
Boston Financial Management
Massachusetts
$3.92M -$17.1K -22 -0.4%
CSIC
1335
Clifford Swan Investment Counsel
California
$3.92M -$39.7K -51 -1%
RSWM
1336
Robertson Stephens Wealth Management
California
$3.9M +$674K +866 +21%
SL
1337
Sentry LLC
Tennessee
$3.89M -$1.56K -2 -0%
CC
1338
Courier Capital
New York
$3.86M -$7.78K -10 -0.2%
KMWM
1339
Keudell/Morrison Wealth Management
Oregon
$3.86M +$272K +349 +8%
TCWA
1340
Turtle Creek Wealth Advisors
Texas
$3.85M -$18.7K -24 -0.5%
ISB
1341
Iowa State Bank
Iowa
$3.85M +$234K +301 +6%
QC
1342
Quent Capital
New York
$3.85M +$194K +249 +5%
1WA
1343
180 Wealth Advisors
Washington
$3.83M +$1.7M +2,186 +80%
CS
1344
Capital Square
Tennessee
$3.83M +$102K +131 +3%
HNWAG
1345
High Net Worth Advisory Group
Florida
$3.83M +$52.1K +67 +1%
CT
1346
Clearstead Trust
Maine
$3.82M +$509K +654 +15%
FSA
1347
Fort Sheridan Advisors
Illinois
$3.8M +$2.33K +3 +0.1%
GWANC
1348
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.8M +$76.2K +98 +2%
BCP
1349
Blackhawk Capital Partners
Wisconsin
$3.8M +$15.6K +20 +0.4%
SC
1350
Schulhoff & Co
Ohio
$3.8M -$156K -200 -4%
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