LLY icon

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 %
LA
2226
LexAurum Advisors
Kansas
$1.03M -$172K -221 -14%
SAM
2227
Summit Asset Management
Tennessee
$1.03M -$22.6K -29 -2%
EHWM
2228
Eads & Heald Wealth Management
Georgia
$1.03M -$72.3K -93 -7%
CPIA
2229
Cornell Pochily Investment Advisors
New York
$1.03M +$778 +1 +0.1%
PVAMC
2230
PPS&V Asset Management Consultants
Michigan
$1.03M -$18.7K -24 -2%
MAP
2231
Moody Aldrich Partners
Massachusetts
$1.03M -$344K -442 -25%
DIM
2232
Delta Investment Management
California
$1.03M -$12.4K -16 -1%
LIM
2233
Lathrop Investment Management
Arkansas
$1.02M -$124K -160 -11%
WCM
2234
Weaver Capital Management
Georgia
$1.02M -$7.78K -10 -0.8%
IC
2235
Inscription Capital
Texas
$1.02M +$279K +359 +38%
FTIS
2236
First Trust Investment Solutions
Florida
$1.02M +$108K +139 +12%
JHCP
2237
Jackson Hole Capital Partners
Oklahoma
$1.02M – – –
WG
2238
Wealth Group
North Carolina
$1.02M +$1.02M +1,305 New
PCM
2239
Pointe Capital Management
Michigan
$1.01M -$42.8K -55 -4%
HFM
2240
Hartford Funds Management
Pennsylvania
$1.01M -$148K -190 -13%
RCM
2241
Requisite Capital Management
Texas
$1.01M – – –
GA
2242
Greenspring Advisors
Maryland
$1.01M – – –
PWM
2243
Provident Wealth Management
Tennessee
$1.01M – – –
HMS
2244
Hanseatic Management Services
New Mexico
$1.01M +$25.7K +33 +3%
AEPWM
2245
Atlantic Edge Private Wealth Management
Florida
$1.01M -$77.8K -100 -7%
SSWM
2246
Smith Salley Wealth Management
North Carolina
$1.01M -$1.47M -1,887 -59%
HBW
2247
Hazlett, Burt & Watson
West Virginia
$1M +$66.1K +85 +7%
LA
2248
Latitude Advisors
Florida
$1M +$12.5K +16 +1%
ATWA
2249
Arbor Trust Wealth Advisors
Michigan
$1M +$34.3K +45 +4%
SWM
2250
Sterling Wealth Management
Illinois
$1M – – –
88 89
90
91 92