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Eli Lilly
LLY

3,461 hedge funds and large institutions have $606B invested in Eli Lilly in 2024 Q1 according to their latest regulatory filings, with 351 funds opening new positions, 1,415 increasing their positions, 1,290 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 351 | Existing positions closed: 118

51% more funds holding in top 10

Funds holding in top 10: 305 → 462 (+157)

30% more capital invested

Capital invested by funds: $465B → $606B (+$142B)

6% more funds holding

Funds holding: 3,274 → 3,461 (+187)

10% more repeat investments, than reductions

Existing positions increased: 1,415 | Existing positions reduced: 1,290

5% more call options, than puts

Call options by funds: $7.83B | Put options by funds: $7.46B

1.85% less ownership

Funds ownership: 84.01% → 82.17% (-1.8%)

Holders
3,461
Holders Change
+187
Holders Change %
+5.71%
% of All Funds
49.83%
Holding in Top 10
462
Holding in Top 10 Change
+157
Holding in Top 10 Change %
+51.48%
% of All Funds
6.65%
New
351
Increased
1,415
Reduced
1,290
Closed
118
Calls
$7.83B
Puts
$7.46B
Net Calls
+$374M
Net Calls Change
+$932M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$1.11B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$880M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$807M
4
BlackRock
BlackRock
New York
+$646M
5
Bank of America
Bank of America
North Carolina
+$488M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.72B
2
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$2.64B
3
Capital World Investors
Capital World Investors
California
-$1.72B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$864M
5
Primecap Management
Primecap Management
California
-$673M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1601
Campion Asset Management
Virginia
$2.62M -$7.12K -10 -0.3%
CC
1602
Constitution Capital
Connecticut
$2.61M +$2.07M +2,910 +654%
BFM
1603
Boothbay Fund Management
New York
$2.61M -$3.26M -4,577 -58%
HBT
1604
Hills Bank & Trust
Iowa
$2.6M +$142K +199 +6%
TA
1605
Tectonic Advisors
Texas
$2.59M +$2.13K +3 +0.1%
BSB
1606
Bangor Savings Bank
Maine
$2.59M -$33.4K -47 -1%
GWMR
1607
GC Wealth Management RIA
Massachusetts
$2.59M +$637K +895 +37%
MFG
1608
Mosaic Financial Group
Illinois
$2.57M +$2.35M +3,299 New
AWM
1609
Aries Wealth Management
Maine
$2.56M -$103K -145 -4%
MIC
1610
Means Investment Company
Maine
$2.55M -$2.13K -3 -0.1%
MSR
1611
Main Street Research
Connecticut
$2.55M +$106K +149 +5%
WGCA
1612
Wolf Group Capital Advisors
Virginia
$2.55M – – –
NCTC
1613
New Covenant Trust Company
Indiana
$2.55M +$2.33M +3,278 New
AFP
1614
Ausdal Financial Partners
Iowa
$2.55M +$20.6K +29 +0.9%
WCM
1615
WealthBridge Capital Management
Ohio
$2.55M +$129K +181 +6%
Fuller & Thaler Asset Management
1616
Fuller & Thaler Asset Management
California
$2.54M -$364K -512 -14%
3IP
1617
3Chopt Investment Partners
Virginia
$2.54M -$152K -214 -6%
ESBC
1618
E.S. Barr & Co
Kentucky
$2.54M – – –
AI
1619
Accredited Investors
Minnesota
$2.53M +$120K +168 +5%
NFSG
1620
Newbridge Financial Services Group
Florida
$2.53M +$2.32M +3,253 New
CPC
1621
Congress Park Capital
New York
$2.53M -$129K -181 -5%
SOAMC
1622
Spirit of America Management Corp
New York
$2.53M – – –
GEA
1623
Glen Eagle Advisors
New Jersey
$2.53M +$149K +209 +7%
DMBA
1624
Deseret Mutual Benefit Administrators
Utah
$2.53M +$133K +187 +6%
CSB
1625
City State Bank
Iowa
$2.52M -$144K -203 -6%
63 64
65
66 67

LLY Hedge Fund Activity: Q1 2024 in Review

3,461 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q1 2024, worth a combined $606B — up 30% from $465B a quarter earlier.

Buyers outnumbered sellers: 351 funds opened new LLY positions and 118 closed out — a net gain of 233 holders — while 1,415 added to existing stakes and 1,290 trimmed.

The largest buyer was Franklin Resources, adding an estimated $1.11B. The largest seller was Morgan Stanley, cutting an estimated $8.72B.

  • 3,461 institutional investors held Eli Lilly (LLY) as of Q1 2024, up from 3,274 in Q4 2023.
  • Funds reported $606B of Eli Lilly stock for Q1 2024, up 30% quarter-over-quarter.
  • 351 funds opened new Eli Lilly positions in Q1 2024 and 118 closed out, a net change of +233 holders.
  • The largest Eli Lilly buyer in Q1 2024 was Franklin Resources, an estimated $1.11B added.
  • The largest Eli Lilly seller in Q1 2024 was Morgan Stanley, an estimated $8.72B sold.

Based on aggregated 13F filings for Q1 2024.