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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 %
DJYG
2201
David J. Yvars Group
Florida
$1.08M +$377K +485 +54%
SFPG
2202
Stonebridge Financial Planning Group
Florida
$1.07M +$268K +344 +33%
MSWM
2203
Mowery & Schoenfeld Wealth Management
Illinois
$1.07M – – –
KWA
2204
Kellett Wealth Advisors
Ohio
$1.07M – – –
WA1
2205
Wimmer Associates 1
California
$1.06M – – –
AIA
2206
Alera Investment Advisors
Illinois
$1.06M -$1.07M -1,372 -50%
CA
2207
CSM Advisors
Pennsylvania
$1.06M -$156K -200 -13%
CAL
2208
Capital Advisors Ltd
Ohio
$1.06M +$11.7K +15 +1%
DA
2209
Drake & Associates
Wisconsin
$1.06M +$11.7K +15 +1%
PCMC
2210
Private Capital Management (Colorado)
Colorado
$1.06M +$73.1K +94 +7%
VBCG
2211
Valley Brook Capital Group
Pennsylvania
$1.06M +$36.6K +47 +4%
CPA
2212
Capital Planning Advisors
California
$1.06M -$3.11K -4 -0.3%
MW
2213
MBL Wealth
North Carolina
$1.05M +$2.33K +3 +0.2%
XS
2214
XR Securities
Illinois
$1.05M +$698K +897 +197%
RA
2215
Riverstone Advisors
Texas
$1.05M – – –
KCM
2216
Kanawha Capital Management
Virginia
$1.05M +$57.6K +74 +6%
RFG
2217
RFP Financial Group
Georgia
$1.05M +$24.9K +32 +2%
EAM
2218
Evanson Asset Management
California
$1.05M +$52.9K +68 +5%
UFF
2219
USA Financial Formulas
Michigan
$1.05M +$1.04M +1,335 +13,350%
RIM
2220
Reliant Investment Management
Tennessee
$1.04M – – –
SWM
2221
Salvus Wealth Management
New Jersey
$1.04M +$74.7K +96 +8%
SWA
2222
Strata Wealth Advisors
Texas
$1.04M +$1.04M +1,334 New
MPW
2223
Monterey Private Wealth
California
$1.04M -$7.78K -10 -0.7%
AFO
2224
Arrowroot Family Office
California
$1.04M +$778 +1 +0.1%
SPC
2225
Stewart & Patten Company
California
$1.03M -$179K -230 -15%
87 88
89
90 91