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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 %
GCM
2001
Gables Capital Management
Florida
$1.42M +$348K +447 +32%
SCM
2002
Saxony Capital Management
Missouri
$1.42M +$234K +301 +20%
KIG
2003
Kennedy Investment Group
New Jersey
$1.42M +$234K +301 +20%
AAM
2004
Azzad Asset Management
Virginia
$1.41M +$35K +45 +3%
QWM
2005
Quadcap Wealth Management
Texas
$1.41M +$336K +432 +31%
RFA
2006
Rollins Financial Advisors
New York
$1.41M +$800K +1,028 +131%
CBNLCF
2007
Cognios Beta Neutral Large Cap Fund
Kansas
$1.41M – – –
FEG
2008
Financial Enhancement Group
Indiana
$1.41M +$6.77K +9 +0.5%
SAM
2009
S.A. Mason
Michigan
$1.41M +$16.3K +21 +1%
MFC
2010
Mechanics Financial Corp
Ohio
$1.4M -$82.5K -106 -6%
WEG
2011
World Equity Group
Illinois
$1.4M -$29.6K -38 -2%
LOPW
2012
Live Oak Private Wealth
North Carolina
$1.4M -$3.11K -4 -0.2%
MCM
2013
Mill Capital Management
North Carolina
$1.4M – – –
CCM
2014
Canal Capital Management
Virginia
$1.4M +$59.9K +77 +4%
DWA
2015
Delap Wealth Advisory
Oregon
$1.4M +$149K +192 +12%
TIM
2016
Tortoise Investment Management
New York
$1.4M -$35.8K -46 -2%
LIA
2017
LBMC Investment Advisors
Tennessee
$1.4M – – –
HW
2018
Hedeker Wealth
Illinois
$1.4M – – –
TW
2019
TrinityPoint Wealth
Connecticut
$1.4M +$15.6K +20 +1%
DWM
2020
Destination Wealth Management
California
$1.4M -$338K -434 -19%
LAS
2021
LWM Advisory Services
Florida
$1.39M -$7K -9 -0.5%
AIS
2022
American Investment Services
Massachusetts
$1.39M – – –
EFSCE
2023
Enterprise Financial Services Corp (EFSC)
Missouri
$1.39M -$70.8K -91 -5%
OFS
2024
OneAscent Financial Services
Alabama
$1.38M -$179K -230 -11%
MRCM
2025
M&R Capital Management
New Jersey
$1.38M -$471K -605 -25%
79 80
81
82 83