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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 %
CPA
2176
Court Place Advisors
Maryland
$1.13M – – –
ZIG
2177
Zullo Investment Group
Pennsylvania
$1.13M +$192K +247 +21%
WAG
2178
Wiser Advisor Group
Arizona
$1.13M +$1.1M +1,413 +4,156%
OCM
2179
Orion Capital Management
California
$1.12M -$112K -144 -9%
PSF
2180
Pacific Sun Financial
California
$1.12M +$778K +1,000 +227%
PWM
2181
Prentice Wealth Management
New York
$1.12M +$27.2K +35 +2%
BMCM
2182
Burns Matteson Capital Management
New York
$1.11M -$87.9K -113 -7%
DWM
2183
Dogwood Wealth Management
Kansas
$1.11M -$20.2K -26 -2%
BPCA
2184
Bank Pictet & Cie (Asia)
Singapore
$1.11M -$1.45M -1,867 -57%
Financial Engines Advisors
2185
Financial Engines Advisors
California
$1.1M +$143K +184 +15%
HVP
2186
Hudson Value Partners
Florida
$1.1M -$17.9K -23 -2%
EFL
2187
ERn Financial LLC
Wisconsin
$1.1M +$38.9K +50 +4%
BSC
2188
Brown Shipley & Co
United Kingdom
$1.1M -$1.77M -2,331 -62%
MSFP
2189
Mark Sheptoff Financial Planning
Connecticut
$1.1M – – –
RMAM
2190
Raab & Moskowitz Asset Management
New Jersey
$1.1M +$28.8K +37 +3%
WCM
2191
Whitener Capital Management
North Carolina
$1.1M +$165K +212 +18%
WQ
2192
Wealth Quarterback
New Jersey
$1.09M +$98K +126 +10%
PCMC
2193
Paragon Capital Management (Colorado)
Colorado
$1.09M -$19.5K -25 -2%
IIM
2194
Intact Investment Management
Quebec, Canada
$1.09M -$156K -200 -13%
MAM
2195
McLean Asset Management
Virginia
$1.09M +$757 +1 +0.1%
LWM
2196
Laidlaw Wealth Management
New York
$1.09M -$1.07M -1,379 -50%
NDSI
2197
Newman Dignan & Sheerar Inc
Rhode Island
$1.09M -$66.1K -85 -6%
RWP
2198
Revolve Wealth Partners
New Jersey
$1.08M +$74.7K +96 +7%
PSA
2199
Plum Street Advisors
Louisiana
$1.08M +$656K +740 +154%
PSP
2200
Pacific Sage Partners
Washington
$1.08M -$77.8K -100 -7%
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