LLY icon

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 %
CFSG
1876
Community Financial Services Group
Vermont
$1.67M +$1.67M +2,152 New
DC
1877
DeDora Capital
California
$1.67M +$292K +375 +21%
SCA
1878
Sandy Cove Advisors
Massachusetts
$1.67M -$70K -90 -4%
FFO
1879
Fiduciary Family Office
Florida
$1.67M +$336K +432 +25%
GAB
1880
German American Bancorp
Indiana
$1.67M -$5.45K -7 -0.3%
OCM
1881
Orser Capital Management
Texas
$1.67M +$28K +36 +2%
EC
1882
Estate Counselors
Wisconsin
$1.67M +$1.67M +2,143 New
BWM
1883
Birchcreek Wealth Management
Ohio
$1.66M +$52.9K +68 +3%
FBC
1884
Fairfield, Bush & Co
Connecticut
$1.66M +$18.7K +24 +1%
DMC
1885
Drexel Morgan & Co
Pennsylvania
$1.66M – – –
HWMA
1886
Heritage Wealth Management (Arizona)
Arizona
$1.66M -$74.7K -96 -4%
NCM
1887
NCM Capital Management
New Jersey
$1.66M – – –
CCG
1888
Ceeto Capital Group
Florida
$1.66M +$77.8K +100 +5%
FWIA
1889
Fort Washington Investment Advisors
Ohio
$1.66M – – –
FFA
1890
Founders Financial Alliance
North Carolina
$1.65M +$54.5K +70 +3%
SRC
1891
Sage Rhino Capital
California
$1.65M +$12.4K +16 +0.8%
SSI
1892
Scott & Selber Inc
Texas
$1.65M -$8.56K -11 -0.5%
SFS
1893
Summit Financial Strategies
Ohio
$1.65M -$25.7K -33 -2%
LWA
1894
Lineweaver Wealth Advisors
Ohio
$1.65M +$47.5K +61 +3%
VHAM
1895
Van Hulzen Asset Management
California
$1.64M -$778 -1 -0%
SWP
1896
Semus Wealth Partners
Florida
$1.64M +$104K +134 +7%
FCA
1897
Fortis Capital Advisors
Kansas
$1.64M -$6.22K -8 -0.4%
CTC
1898
Cetera Trust Company
Minnesota
$1.63M – – –
AC
1899
ASB Consultores
Florida
$1.63M +$1.22M +1,568 +298%
UAML
1900
US Asset Management LLC
Pennsylvania
$1.63M +$391K +502 +32%
74 75
76
77 78