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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 %
IWP
2276
Invenio Wealth Partners
Florida
$960K -$267K -343 -22%
BFWM
2277
Bright Futures Wealth Management
New York
$958K +$958K +1,054 New
WCM
2278
Wallace Capital Management
Texas
$957K -$126K -162 -12%
AIM
2279
Avity Investment Management
Connecticut
$957K -$27.2K -35 -3%
PHS
2280
Pekin Hardy Strauss
Illinois
$954K -$49.8K -64 -5%
FC
2281
Financial Council
Maryland
$951K – – –
TF
2282
Threadgill Financial
Texas
$951K -$175K -225 -16%
LF
2283
Lantz Financial
Illinois
$949K +$14.8K +19 +2%
TWM
2284
Tradition Wealth Management
Minnesota
$949K +$35K +45 +4%
VAG
2285
VisionPoint Advisory Group
Texas
$949K +$482K +619 +103%
GMFG
2286
Greater Midwest Financial Group
Minnesota
$947K +$1.56K +2 +0.2%
WC
2287
Waterloo Capital
Texas
$947K -$38.1K -49 -4%
CKAIS
2288
Christensen King & Associates Investment Services
Washington
$945K -$47.5K -61 -5%
GA
2289
Gateway Advisory
New Jersey
$945K +$363K +467 +62%
ES
2290
Eagle Strategies
New York
$945K +$91K +117 +11%
AWAU
2291
Alliance Wealth Advisors (Utah)
Utah
$944K +$49.8K +64 +6%
WHCI
2292
W.H. Cornerstone Investments
Massachusetts
$944K +$291K +374 +45%
PIA
2293
Perennial Investment Advisors
California
$943K +$167K +215 +22%
BA
2294
Bluesphere Advisors
Pennsylvania
$941K +$778 +1 +0.1%
EIA
2295
Edgemoor Investment Advisors
Maryland
$941K +$12.5K +16 +1%
OPA
2296
Old Port Advisors
Maine
$940K -$39.7K -51 -4%
GGI
2297
Godsey & Gibb Inc
Virginia
$939K – – –
PWS
2298
Peloton Wealth Strategists
Indiana
$938K – – –
SWM
2299
Silverlake Wealth Management
Vermont
$937K -$5.45K -7 -0.6%
VEA
2300
Virtus ETF Advisers
New York
$937K +$149K +192 +19%
90 91
92
93 94