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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 %
WC
1851
Westhampton Capital
North Carolina
$1.75M -$7.78K -10 -0.4%
RPCONE
1852
Retirement Planning Company of New England
Rhode Island
$1.75M -$355K -456 -17%
IWA
1853
IVC Wealth Advisors
Pennsylvania
$1.75M -$46.7K -60 -3%
GG
1854
Gleason Group
Kentucky
$1.75M +$1.56K +2 +0.1%
CCA
1855
Criterion Capital Advisors
Tennessee
$1.73M -$52.9K -68 -3%
WI
1856
WrapManager Inc
California
$1.73M +$278K +357 +19%
KP
1857
Keel Point
Alabama
$1.73M +$129K +166 +8%
JWCA
1858
J.W. Coons Advisors
Ohio
$1.73M -$81.7K -105 -5%
HWM
1859
HighMark Wealth Management
Minnesota
$1.72M +$151K +193 +10%
FFP
1860
FourThought Financial Partners
Florida
$1.72M -$530K -682 -24%
PFGIA
1861
Patriot Financial Group Insurance Agency
Massachusetts
$1.71M +$152K +195 +10%
MIM
1862
Merrion Investment Management
New Jersey
$1.71M – – –
HHGA
1863
Halbert Hargrove Global Advisors
California
$1.71M +$8.56K +11 +0.5%
LMKC
1864
L.M. Kohn & Company
Ohio
$1.71M +$219K +281 +15%
HIC
1865
Holderness Investments Company
North Carolina
$1.7M +$809K +1,040 +91%
RB
1866
Renasant Bank
Mississippi
$1.7M +$2.33K +3 +0.1%
NERM
1867
New England Research & Management
Illinois
$1.7M -$431K -554 -20%
RCM
1868
Riverpark Capital Management
New York
$1.7M +$357K +459 +27%
DWM
1869
Drive Wealth Management
Utah
$1.7M +$42.8K +55 +3%
JGGDR
1870
JGP Global Gestao de Recursos
Brazil
$1.69M -$126K -162 -7%
GIA
1871
Guyasuta Investment Advisors
Pennsylvania
$1.69M – – –
FAG
1872
Fortitude Advisory Group
Washington
$1.69M -$114K -146 -6%
CIM
1873
CIM Investment Management
Pennsylvania
$1.69M – – –
FFG
1874
Frisch Financial Group
New York
$1.68M -$376K -484 -18%
CIP
1875
Convergence Investment Partners
Florida
$1.68M +$468K +602 +39%
73 74
75
76 77