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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 %
UL
1901
Unionview LLC
Washington
$1.62M +$4.67K +6 +0.3%
CH
1902
Canton Hathaway
Rhode Island
$1.62M -$46.7K -60 -3%
WP
1903
Wealthspan Partners
Iowa
$1.62M +$21.8K +28 +1%
SWS
1904
SYSTM Wealth Solutions
Illinois
$1.62M +$147K +189 +10%
LFG
1905
Lazard Frères Gestion
France
$1.62M +$226K +291 +16%
KIC
1906
Kensington Investment Counsel
California
$1.61M – – –
MIM
1907
Marco Investment Management
Georgia
$1.61M -$124K -159 -7%
BLC
1908
Brown, Lisle/Cummings
Rhode Island
$1.61M – – –
KMC
1909
Kirr Marbach & Co
Indiana
$1.61M -$2.89M -3,714 -64%
OC
1910
Oarsman Capital
Wisconsin
$1.6M -$408K -525 -20%
AWM
1911
Aviso Wealth Management
Washington
$1.6M +$108K +139 +7%
BA
1912
Bristlecone Advisors
Washington
$1.6M +$6.22K +8 +0.4%
NG
1913
Norden Group
Utah
$1.6M +$289K +371 +22%
AWA
1914
Archvest Wealth Advisors
California
$1.6M +$1.6M +2,099 New
HIG
1915
Heritage Investment Group
Florida
$1.59M +$16.3K +21 +1%
PL
1916
Parkwood LLC
Ohio
$1.59M +$1.59M +2,048 New
SIGI
1917
Susquehanna International Group (Ireland)
Ireland
$1.59M +$1.59M +2,045 New
EA
1918
Eudaimonia Advisors
Tennessee
$1.58M +$3.11K +4 +0.2%
JWM
1919
Jupiter Wealth Management
Colorado
$1.58M -$178K -230 -10%
GGS
1920
Galvin Gaustad & Stein
Arizona
$1.58M -$376K -483 -19%
AWAG
1921
ARS Wealth Advisors Group
Florida
$1.57M -$14.8K -19 -0.9%
TGAM
1922
TBH Global Asset Management
Tennessee
$1.57M +$155K +199 +11%
MMM
1923
Mendel Money Management
Illinois
$1.57M -$101K -130 -6%
NL
1924
Navalign LLC
California
$1.57M – – –
KFS
1925
Keynote Financial Services
Connecticut
$1.56M +$1.56M +2,011 New
75 76
77
78 79