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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 %
VIP
1351
Vista Investment Partners
Oklahoma
$3.8M +$27.2K +35 +0.7%
SFP
1352
Sweet Financial Partners
Minnesota
$3.77M +$37.3K +48 +1%
RIM
1353
Redwood Investment Management
Arizona
$3.77M +$1.02M +1,305 +37%
WAM
1354
WNY Asset Management
New York
$3.77M -$11.7K -15 -0.3%
WIC
1355
Woodmont Investment Counsel
Tennessee
$3.76M +$57.6K +74 +2%
HTC
1356
Haverford Trust Company
Pennsylvania
$3.76M -$778 -1 -0%
BW
1357
Bison Wealth
Georgia
$3.76M -$137K -176 -4%
CIAS
1358
Capital Investment Advisory Services
North Carolina
$3.75M +$139K +179 +4%
AAG
1359
Armstrong Advisory Group
Massachusetts
$3.74M – – –
SIS
1360
Sound Income Strategies
Florida
$3.72M +$2.86M +3,679 +334%
HBT
1361
Heartland Bank & Trust
Illinois
$3.71M -$143K -184 -4%
NS
1362
NBC Securities
Alabama
$3.71M +$788K +1,013 +27%
DC
1363
Dantai Capital
Hong Kong
$3.7M – – –
HKAM
1364
Horizon Kinetics Asset Management
New York
$3.7M +$1.56K +2 +0%
KCM
1365
KRS Capital Management
Michigan
$3.7M -$183K -235 -5%
AMM
1366
American Money Management
California
$3.7M -$2.33K -3 -0.1%
AFG
1367
Atomi Financial Group
New York
$3.68M +$814K +1,046 +28%
IIM
1368
Ipswich Investment Management
Massachusetts
$3.68M – – –
MIP
1369
Marietta Investment Partners
Wisconsin
$3.66M +$577K +742 +19%
CANY
1370
Caxton Associates (New York)
New York
$3.66M +$3.66M +4,703 New
KA
1371
Kovack Advisors
Florida
$3.63M -$70.8K -91 -2%
SAM
1372
Smartleaf Asset Management
Massachusetts
$3.62M +$890K +1,144 +33%
KCM
1373
Kathmere Capital Management
Pennsylvania
$3.62M -$174K -224 -5%
ATC
1374
Adirondack Trust Company
New York
$3.6M -$20.2K -26 -0.6%
CWP
1375
Concord Wealth Partners
Virginia
$3.6M +$768K +987 +27%
53 54
55
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