LLY icon

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 %
PA
1401
Probity Advisors
Texas
$3.42M -$292K -375 -8%
GC
1402
Gratus Capital
Georgia
$3.42M +$1.02M +1,305 +42%
HH
1403
Hilltop Holdings
Texas
$3.41M +$170K +218 +5%
CFP
1404
Catalyst Financial Partners
Massachusetts
$3.4M +$119K +158 +4%
NC
1405
NewSquare Capital
Pennsylvania
$3.39M +$134K +172 +4%
WFI
1406
West Family Investments
California
$3.38M +$2.33K +3 +0.1%
RFN
1407
RDA Financial Network
Iowa
$3.38M +$252K +324 +8%
VRM
1408
Vectors Research Management
New York
$3.37M -$106M -135,617 -97%
MFGM
1409
Marshall Financial Group (Maryland)
Maryland
$3.37M – – –
AAS
1410
Annex Advisory Services
Wisconsin
$3.37M +$416K +535 +14%
AC
1411
Avestar Capital
New York
$3.37M +$622K +799 +23%
BWA
1412
Blodgett Wealth Advisors
California
$3.37M +$684K +879 +25%
WMA
1413
Wealth Management Associates
New Jersey
$3.37M -$172K -190 -5%
TSWM
1414
Triangle Securities Wealth Management
North Carolina
$3.37M -$91.8K -118 -3%
NW
1415
Naviter Wealth
Arkansas
$3.36M +$520K +668 +18%
TNA
1416
True North Advisors
Texas
$3.35M +$14K +18 +0.4%
MMHP
1417
Murphy Middleton Hinkle & Parker
Georgia
$3.35M -$31.1K -40 -0.9%
EFG
1418
Everhart Financial Group
Ohio
$3.34M +$334K +429 +11%
EFA
1419
Evernest Financial Advisors
Indiana
$3.34M +$92.2K +127 +3%
LB
1420
Legacy Bridge
Iowa
$3.34M -$796K -1,023 -19%
WDC
1421
Woodward Diversified Capital
California
$3.33M +$94.1K +121 +3%
ACS
1422
Archford Capital Strategies
Illinois
$3.32M +$135K +174 +4%
TW
1423
Towerpoint Wealth
California
$3.32M +$29.6K +38 +0.9%
SQA
1424
Simon Quick Advisors
New Jersey
$3.32M +$1.04M +1,337 +46%
KFS
1425
Kurt F. Somerville
$3.31M -$300K -385 -8%
55 56
57
58 59