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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 %
ALAM
2151
Asahi Life Asset Management
Japan
$1.17M -$642K -825 -35%
ERIM
2152
Eagle Ridge Investment Management
Connecticut
$1.17M -$10.1K -13 -0.9%
CG
2153
Corundum Group
Colorado
$1.17M -$49.8K -64 -4%
WCA
2154
Waypoint Capital Advisors
Minnesota
$1.17M +$19.4K +25 +2%
CPM
2155
Connective Portfolio Management
New York
$1.17M +$1.17M +1,500 New
AWA
2156
Amplius Wealth Advisors
Pennsylvania
$1.17M -$52.1K -67 -4%
CPSAC
2157
Chas P. Smith & Associates (CPS)
Florida
$1.17M +$47.5K +61 +4%
HCM
2158
Hollencrest Capital Management
California
$1.16M -$1.47M -1,891 -56%
SAM
2159
SignalPoint Asset Management
Missouri
$1.16M -$1.56K -2 -0.1%
MAG
2160
Mayfair Advisory Group
Alabama
$1.16M +$62.2K +80 +6%
AIM
2161
Athena Investment Management
California
$1.16M -$21K -27 -2%
FFS
2162
Founders Financial Securities
Maryland
$1.15M -$576K -740 -33%
SWM
2163
Segment Wealth Management
Texas
$1.15M +$170K +219 +17%
FWTB
2164
First Western Trust Bank
Colorado
$1.15M -$147K -189 -11%
NB
2165
Nicolet Bankshares
Wisconsin
$1.15M +$17.1K +22 +2%
PHWM
2166
Pine Harbor Wealth Management
Maryland
$1.15M +$778 +1 +0.1%
RMC
2167
Resources Management Corp
Connecticut
$1.15M +$65.3K +84 +6%
BB
2168
Bell Bank
North Dakota
$1.14M – – –
WGC
2169
Watts Gwilliam & Co
Arizona
$1.14M +$1.14M +1,495 New
AWA
2170
Adapt Wealth Advisors
Georgia
$1.14M +$1.14M +1,468 New
RVPG
2171
Relative Value Partners Group
$1.14M -$15.5K -24 -1%
MAM
2172
Milestone Asset Management
Pennsylvania
$1.14M +$530K +681 +87%
NFGCM
2173
Norman Fields Gottscho Capital Management
New York
$1.14M – – –
DWG
2174
Darden Wealth Group
Michigan
$1.14M +$77.8K +100 +7%
CTI
2175
Community Trust & Investment
Kentucky
$1.13M – – –
85 86
87
88 89