Eli Lilly
3,461 hedge funds and large institutions have $606B invested in Eli Lilly in 2024 Q1 according to their latest regulatory filings, with 351 funds opening new positions, 1,415 increasing their positions, 1,290 reducing their positions, and 118 closing their positions.
197% more first-time investments, than exits
New positions opened: 351 | Existing positions closed: 118
51% more funds holding in top 10
Funds holding in top 10: 305 → 462 (+157)
30% more capital invested
Capital invested by funds: $465B → $606B (+$142B)
6% more funds holding
Funds holding: 3,274 → 3,461 (+187)
10% more repeat investments, than reductions
Existing positions increased: 1,415 | Existing positions reduced: 1,290
5% more call options, than puts
Call options by funds: $7.83B | Put options by funds: $7.46B
1.85% less ownership
Funds ownership: 84.01% → 82.17% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$1.11B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$880M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$807M |
| 4 |
BlackRock
New York
|
+$646M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$488M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.72B |
| 2 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
-$2.64B |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$1.72B |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$864M |
| 5 |
Primecap Management
Pasadena,
California
|
-$673M |
LLY Hedge Fund Activity: Q1 2024 in Review
3,461 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q1 2024, worth a combined $606B — up 30% from $465B a quarter earlier.
Buyers outnumbered sellers: 351 funds opened new LLY positions and 118 closed out — a net gain of 233 holders — while 1,415 added to existing stakes and 1,290 trimmed.
The largest buyer was Franklin Resources, adding an estimated $1.11B. The largest seller was Morgan Stanley, cutting an estimated $8.72B.
- 3,461 institutional investors held Eli Lilly (LLY) as of Q1 2024, up from 3,274 in Q4 2023.
- Funds reported $606B of Eli Lilly stock for Q1 2024, up 30% quarter-over-quarter.
- 351 funds opened new Eli Lilly positions in Q1 2024 and 118 closed out, a net change of +233 holders.
- The largest Eli Lilly buyer in Q1 2024 was Franklin Resources, an estimated $1.11B added.
- The largest Eli Lilly seller in Q1 2024 was Morgan Stanley, an estimated $8.72B sold.
Based on aggregated 13F filings for Q1 2024.