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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 %
SCM
2101
Seascape Capital Management
New Hampshire
$1.25M -$91.8K -118 -7%
TIA
2102
Traphagen Investment Advisors
New Jersey
$1.25M +$64.6K +83 +5%
MWM
2103
MBE Wealth Management
Wisconsin
$1.25M +$119K +153 +11%
TRIA
2104
Trail Ridge Investment Advisors
Colorado
$1.25M +$835K +1,073 +202%
SFG
2105
Sather Financial Group
Texas
$1.25M -$233K -300 -16%
UCB
2106
United Community Bank
South Carolina
$1.25M -$349K -448 -22%
PGCM
2107
Prescott Group Capital Management
Oklahoma
$1.25M – – –
MFS
2108
Monetta Financial Services
Illinois
$1.24M – – –
CMANY
2109
Capital Management Associates (New York)
New York
$1.24M +$1.24M +1,600 New
CWM
2110
Cornerstone Wealth Management
Missouri
$1.24M -$187K -241 -13%
CIP
2111
Capital Insight Partners
Arizona
$1.24M -$201K -259 -14%
SWM
2112
StoneCrest Wealth Management
Arizona
$1.23M +$452K +581 +58%
TFCM
2113
Taylor Frigon Capital Management
Arizona
$1.23M -$695K -893 -36%
WP
2114
WealthPLAN Partners
Nebraska
$1.23M +$3.89K +5 +0.3%
BFW
2115
Brady Family Wealth
Missouri
$1.23M -$128K -164 -9%
HWA
2116
HCR Wealth Advisors
California
$1.23M +$244K +314 +25%
CCM
2117
Cox Capital Management
Massachusetts
$1.23M – – –
WMP
2118
Wealth Management Partners
Arizona
$1.22M -$53.7K -69 -4%
JMFC
2119
J.M. Forbes & Co
Massachusetts
$1.22M -$19.4K -25 -2%
FCFC
2120
First Commonwealth Financial Corp
Pennsylvania
$1.22M +$662K +851 +119%
AC
2121
Apella Capital
Connecticut
$1.22M +$4.54K +6 +0.4%
OAM
2122
Occidental Asset Management
California
$1.22M -$116K -149 -9%
DA
2123
Dover Advisors
Virginia
$1.22M +$93.4K +120 +8%
WP
2124
WMS Partners
Maryland
$1.22M -$324K -417 -21%
SA
2125
Strategic Advisors
New York
$1.21M +$259K +333 +27%
83 84
85
86 87