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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 %
RC
1626
Roundview Capital
New Jersey
$2.47M +$262K +337 +12%
SW
1627
SlateStone Wealth
Florida
$2.46M +$25.7K +33 +1%
IA
1628
IFG Advisory
Georgia
$2.46M +$131K +169 +6%
WWM
1629
WJ Wealth Management
Arizona
$2.45M +$705K +906 +40%
VC
1630
Veracity Capital
Georgia
$2.45M -$36.6K -47 -1%
CCFM
1631
Clear Creek Financial Management
Washington
$2.44M +$445K +572 +22%
GPFA
1632
Game Plan Financial Advisors
Ohio
$2.44M -$3.89K -5 -0.2%
CW
1633
CIC Wealth
Maryland
$2.44M +$177K +227 +8%
MCI
1634
MRP Capital Investments
Georgia
$2.44M -$163K -210 -6%
MA
1635
MONECO Advisors
Connecticut
$2.43M +$76.3K +98 +3%
SPG
1636
Strategic Planning Group
Utah
$2.43M -$457K -588 -16%
CWG
1637
Crown Wealth Group
North Carolina
$2.42M -$41.2K -53 -2%
FCB
1638
First County Bank
Connecticut
$2.42M -$77K -99 -3%
RAM
1639
Riggs Asset Management
Pennsylvania
$2.41M -$104K -134 -4%
AIC
1640
Archer Investment Corporation
Indiana
$2.41M -$380K -489 -14%
TNBTD
1641
Trustmark National Bank Trust Department
Mississippi
$2.4M +$190K +244 +9%
SF
1642
Symphony Financial
Texas
$2.4M -$992K -1,275 -29%
BWP
1643
BSW Wealth Partners
Colorado
$2.39M -$70.8K -91 -3%
FNB
1644
Farmers National Bank
Kentucky
$2.39M +$4.67K +6 +0.2%
BIP
1645
Blueprint Investment Partners
North Carolina
$2.38M -$110K -141 -4%
PWG
1646
Portside Wealth Group
Utah
$2.38M -$39.7K -51 -2%
JGC
1647
J. Goldman & Co
New York
$2.38M -$28.9M -37,102 -92%
ORG
1648
Optimist Retirement Group
Washington
$2.37M -$978K -1,257 -29%
AWA
1649
Alta Wealth Advisors
Massachusetts
$2.37M – – –
SIC
1650
Samalin Investment Counsel
New York
$2.37M -$43.6K -56 -2%
64 65
66
67 68