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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 %
3IP
1601
3Chopt Investment Partners
Virginia
$2.54M -$166K -214 -6%
ESBC
1602
E.S. Barr & Co
Kentucky
$2.54M – – –
AI
1603
Accredited Investors
Minnesota
$2.53M +$131K +168 +5%
NFSG
1604
Newbridge Financial Services Group
Florida
$2.53M +$2.53M +3,253 New
CPC
1605
Congress Park Capital
New York
$2.53M -$141K -181 -5%
SOAMC
1606
Spirit of America Management Corp
New York
$2.53M – – –
GEA
1607
Glen Eagle Advisors
New Jersey
$2.53M +$163K +209 +7%
DMBA
1608
Deseret Mutual Benefit Administrators
Utah
$2.53M +$145K +187 +6%
CSB
1609
City State Bank
Iowa
$2.52M -$158K -203 -6%
FSA
1610
Financial Sense Advisors
California
$2.52M +$21.8K +28 +0.9%
DCM
1611
Davidson Capital Management
Texas
$2.52M +$2.52M +3,242 New
WDG
1612
Wealth Dimensions Group
Ohio
$2.52M +$202K +260 +9%
SFA
1613
Souders Financial Advisors
Ohio
$2.52M +$63.8K +82 +3%
BCM
1614
Barden Capital Management
Texas
$2.52M -$419K -538 -14%
MPWT
1615
MassMutual Private Wealth & Trust
Connecticut
$2.5M -$2.52M -3,233 -50%
BG
1616
Benedetti & Gucer
Georgia
$2.5M +$121K +155 +5%
HNW
1617
High Note Wealth
Minnesota
$2.5M -$605K -777 -19%
NAS
1618
Nicolet Advisory Services
Wisconsin
$2.5M +$267K +352 +12%
TFG
1619
Taylor Financial Group
Virginia
$2.49M -$778 -1 -0%
RWM
1620
RKL Wealth Management
Pennsylvania
$2.49M +$151K +194 +6%
TA
1621
TFG Advisers
Michigan
$2.48M -$29.6K -38 -1%
CIC
1622
Chilton Investment Company
Connecticut
$2.48M +$103K +133 +4%
AAM
1623
Ascension Asset Management
New York
$2.48M +$2.48M +3,190 New
SFS
1624
Stiles Financial Services
Minnesota
$2.48M -$60.7K -78 -2%
SGK
1625
Steigerwald Gordon & Koch
Virginia
$2.47M -$198K -255 -7%
63 64
65
66 67