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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 %
JGUA
1551
John G. Ullman & Associates
New York
$2.77M -$342K -440 -11%
SP
1552
Stablepoint Partners
Massachusetts
$2.75M +$606K +779 +28%
HIM
1553
Hanlon Investment Management
New Jersey
$2.75M +$87.1K +112 +3%
EWA
1554
EverSource Wealth Advisors
Alabama
$2.74M +$328K +420 +14%
RSA
1555
River Street Advisors
Illinois
$2.74M +$3.89K +5 +0.1%
KFGK
1556
Keystone Financial Group (Kentucky)
Kentucky
$2.73M +$870K +1,118 +47%
LA
1557
LVW Advisors
New York
$2.73M -$277K -356 -9%
LHC
1558
Little House Capital
Massachusetts
$2.73M +$769K +988 +39%
EI
1559
Ellevest Inc
New York
$2.72M +$67.7K +87 +3%
PWM
1560
Peterson Wealth Management
Nevada
$2.71M +$545K +700 +25%
CFO
1561
Capitol Family Office
Oregon
$2.71M -$122K -157 -4%
FNBTCON
1562
First National Bank & Trust Co of Newtown
Pennsylvania
$2.71M -$38.9K -50 -1%
DDC
1563
DF Dent & Co
Maryland
$2.71M -$12.4K -16 -0.5%
HIS
1564
Harvest Investment Services
Illinois
$2.7M -$240K -308 -8%
BB
1565
Berkshire Bank
Massachusetts
$2.7M -$3.11K -4 -0.1%
WP
1566
WealthShield Partners
North Carolina
$2.7M -$599K -770 -18%
SXL
1567
Summit X LLC
Missouri
$2.69M -$180K -229 -6%
CAMV
1568
Concord Asset Management (Virginia)
Virginia
$2.69M +$459K +590 +21%
UBV
1569
United Bank (Virginia)
Virginia
$2.69M – – –
TCM
1570
Tufton Capital Management
Maryland
$2.69M +$868K +1,116 +48%
TSW
1571
Thompson Siegel & Walmsley
Virginia
$2.68M -$310K -398 -10%
BTW
1572
Boston Trust Walden
Massachusetts
$2.68M -$144K -185 -5%
JLBC
1573
J.L. Bainbridge & Co
Florida
$2.67M +$778 +1 +0%
CA
1574
Centerpoint Advisors
Massachusetts
$2.67M -$3.89K -5 -0.1%
IIC
1575
Ironwood Investment Counsel
Arizona
$2.67M +$778 +1 +0%
61 62
63
64 65