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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 %
UBG
1526
United Bank (Georgia)
Georgia
$2.87M -$94.1K -121 -3%
PPW
1527
Parcion Private Wealth
Washington
$2.87M +$10.9K +14 +0.4%
OL
1528
Owen LaRue
Kentucky
$2.87M -$137K -176 -5%
V
1529
VeraBank
Texas
$2.86M -$114K -146 -4%
RCWM
1530
Royal Capital Wealth Management
Indiana
$2.86M +$377K +484 +15%
AAM
1531
Aureus Asset Management
Massachusetts
$2.86M +$17.9K +23 +0.6%
CWM
1532
Chesapeake Wealth Management
Virginia
$2.86M -$396K -509 -12%
IIM
1533
InTrack Investment Management
Vermont
$2.84M -$331K -425 -10%
PFA
1534
Peak Financial Advisors
Colorado
$2.84M -$275K -354 -9%
CCG
1535
Catalina Capital Group
California
$2.83M +$1.32M +1,694 +87%
CYG
1536
Clean Yield Group
Vermont
$2.83M -$85.6K -110 -3%
VCAM
1537
Van Cleef Asset Management
Ohio
$2.82M -$35K -45 -1%
OC
1538
Opinicus Capital
Florida
$2.82M +$31.1K +40 +1%
BTWM
1539
Baker Tilly Wealth Management
Wisconsin
$2.82M -$402K -517 -12%
CA
1540
Claro Advisors
Massachusetts
$2.81M +$1.77M +2,272 +169%
AWE
1541
Avidian Wealth Enterprises
Texas
$2.81M +$517K +664 +23%
PP
1542
Patron Partners
Texas
$2.8M +$2.33K +3 +0.1%
PA
1543
Procyon Advisors
Connecticut
$2.8M -$180K -231 -6%
SPIS
1544
Steward Partners Investment Solutions
Oregon
$2.79M +$673K +865 +32%
SCA
1545
Sippican Capital Advisors
Massachusetts
$2.79M -$849K -1,091 -23%
PS
1546
Planned Solutions
California
$2.79M +$120K +154 +4%
CIG
1547
Cairn Investment Group
Washington
$2.79M -$311K -400 -10%
JWBC
1548
J.W. Burns & Co
New York
$2.78M – – –
PA
1549
Paragon Advisors
Texas
$2.77M +$1.04M +1,332 +60%
CAGAS
1550
Capital Advisory Group Advisory Services
Minnesota
$2.77M +$117K +150 +4%
60 61
62
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