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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 %
EM
2251
Excalibur Management
Massachusetts
$1M – – –
DJSG
2252
D.J. St. Germain
Massachusetts
$1M -$20.2K -26 -2%
KA
2253
Klingman & Associates
New York
$1M +$7K +9 +0.7%
WA
2254
Wealthstream Advisors
New York
$999K -$305K -392 -23%
VCP
2255
Verus Capital Partners
Arizona
$996K +$46.7K +60 +5%
FAFN
2256
First Affirmative Financial Network
Colorado
$992K -$3.11K -4 -0.3%
CFG
2257
CKW Financial Group
Hawaii
$990K – – –
SIC
2258
Sigma Investment Counselors
Michigan
$988K -$720K -925 -42%
Loomis, Sayles & Company
2259
Loomis, Sayles & Company
Massachusetts
$986K +$189K +243 +24%
JWM
2260
Janiczek Wealth Management
Colorado
$986K +$97.2K +125 +11%
FMN
2261
Financial Management Network
California
$985K +$158K +206 +19%
CIC
2262
Chase Investment Counsel
Virginia
$984K +$984K +1,266 New
CF
2263
Cantor Fitzgerald
New York
$981K -$355K -456 -27%
MCCP
2264
Mission Creek Capital Partners
California
$981K +$981K +1,261 New
HFAS
2265
Hummer Financial Advisory Services
Illinois
$979K – – –
SP
2266
Successful Portfolios
Florida
$978K -$40.5K -52 -4%
BWP
2267
Baldwin Wealth Partners
Massachusetts
$973K -$16.3K -21 -2%
IDA
2268
Intelligence Driven Advisers
California
$972K -$38.9K -50 -4%
MIM
2269
Miller Investment Management
Pennsylvania
$972K – – –
FNBSF
2270
First National Bank Sioux Falls
South Dakota
$970K – – –
CWM
2271
Centurion Wealth Management
Virginia
$970K +$238K +306 +33%
PCP
2272
Pacific Capital Partners
$969K – – –
FWA
2273
FSM Wealth Advisors
Ohio
$968K -$73.9K -95 -7%
EFG
2274
Ethos Financial Group
Pennsylvania
$961K -$332K -427 -26%
TA
2275
Tactive Advisors
Florida
$961K +$337K +433 +54%
89 90
91
92 93