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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 %
AWMT
1651
AAFMAA Wealth Management & Trust
North Carolina
$2.37M +$2.37M +3,044 New
WAM
1652
WealthTrust Asset Management
Florida
$2.37M +$3.11K +4 +0.1%
SWA
1653
SFMG Wealth Advisors
Texas
$2.37M -$343K -441 -13%
CWM
1654
Connecticut Wealth Management
Connecticut
$2.37M +$1.56K +2 +0.1%
TW
1655
Traveka Wealth
California
$2.36M -$889K -1,143 -27%
MFA
1656
Mayflower Financial Advisors
Massachusetts
$2.36M -$83.3K -107 -3%
DAS
1657
Diversify Advisory Services
Utah
$2.35M +$2.35M +3,093 New
KAS
1658
KPP Advisory Services
Kentucky
$2.35M -$22.6K -29 -1%
GCA
1659
Guardian Capital Advisors
Ontario, Canada
$2.35M -$450K -600 -16%
CF
1660
Centaurus Financial
California
$2.35M +$787K +1,011 +50%
AA
1661
Advisory Alpha
Michigan
$2.34M +$1.09M +1,401 +87%
CHA
1662
Carmichael Hill & Associates
Maryland
$2.34M +$27.2K +35 +1%
AF
1663
Advisornet Financial
Minnesota
$2.34M -$56K -72 -2%
MWM
1664
Mattern Wealth Management
Kansas
$2.34M – – –
IWA
1665
IBEX Wealth Advisors
New Jersey
$2.34M +$2.33M +6,374 +63,740%
JGIA
1666
Jackson Grant Investment Advisers
Connecticut
$2.34M +$3.11K +4 +0.1%
CS
1667
Cannell & Spears
New York
$2.33M +$585K +752 +33%
MA
1668
MJP Associates
Connecticut
$2.33M +$470K +604 +25%
BEI
1669
Benjamin Edwards Inc
Missouri
$2.33M +$378K +486 +19%
SGI
1670
Summit Global Investments
Utah
$2.33M +$471K +605 +25%
KNW
1671
Kesler Norman & Wride
Utah
$2.32M +$1.76M +2,263 +313%
BIC
1672
Beach Investment Counsel
Pennsylvania
$2.31M – – –
ACM
1673
Accent Capital Management
Ohio
$2.31M +$133K +171 +6%
PA
1674
PFG Advisors
Arizona
$2.31M +$742K +954 +47%
BMM
1675
Buffington Mohr McNeal
Idaho
$2.31M -$29.6K -38 -1%
65 66
67
68 69