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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 %
AAP
1951
Arax Advisory Partners
Colorado
$1.52M -$35K -45 -2%
SSW
1952
Stone Summit Wealth
Florida
$1.51M -$19.4K -25 -1%
FCAS
1953
First Command Advisory Services
Texas
$1.51M +$445K +572 +42%
DOA
1954
D'Orazio & Associates
Virginia
$1.51M +$37.3K +48 +3%
RWMG
1955
Redwood Wealth Management Group
New Jersey
$1.51M +$80.9K +104 +6%
FIM
1956
Fruth Investment Management
Texas
$1.51M -$38.9K -50 -3%
VWA
1957
Visionary Wealth Advisors
Illinois
$1.5M +$48.2K +62 +3%
AB
1958
Atlas Brown
Kentucky
$1.5M +$133K +171 +10%
GKWIM
1959
Gerber Kawasaki Wealth & Investment Management
California
$1.5M +$7.78K +10 +0.5%
BCM
1960
Buckhead Capital Management
Georgia
$1.49M -$143K -184 -9%
IP
1961
Ignite Planners
California
$1.49M +$11.4K +15 +0.8%
NF
1962
Nikulski Financial
Iowa
$1.49M +$826K +1,062 +124%
WCA
1963
Westover Capital Advisors
Delaware
$1.49M – – –
ZF
1964
Zhang Financial
Michigan
$1.49M +$185K +238 +14%
JWM
1965
JGP Wealth Management
Oregon
$1.49M +$51.3K +66 +4%
SG
1966
Somerset Group
Minnesota
$1.48M -$17.9K -23 -1%
NJBEST
1967
New Jersey Better Educational Savings Trust
New Jersey
$1.48M – – –
MWA
1968
MN Wealth Advisors
Kansas
$1.48M -$36.6K -47 -2%
PP
1969
Pingora Partners
Wyoming
$1.48M – – –
BHPW
1970
Beverly Hills Private Wealth
California
$1.48M -$75.4K -97 -5%
ACP
1971
Aveo Capital Partners
Colorado
$1.47M -$10.3K -14 -0.7%
LCGC
1972
Legacy Capital Group California
California
$1.47M +$24.9K +32 +2%
TBNY
1973
Trustco Bank (New York)
New York
$1.47M -$117K -150 -7%
MIFH
1974
Migdal Insurance & Financial Holdings
Israel
$1.47M -$2.28M -2,934 -61%
RPCA
1975
Running Point Capital Advisors
California
$1.46M +$664K +854 +83%
77 78
79
80 81