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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 %
SC
2301
Shay Capital
New York
$934K +$467K +600 +100%
PP
2302
Pegasus Partners
Wisconsin
$933K +$8.56K +11 +0.9%
BFG
2303
Bouchey Financial Group
New York
$932K +$35K +45 +4%
LC
2304
Lavaca Capital
Texas
$932K -$1.36M -1,754 -59%
FMP
2305
Financial Management Professionals
Texas
$930K -$1.2M -1,548 -56%
PA
2306
Pineridge Advisors
Missouri
$930K -$110K -142 -11%
DC
2307
Diametric Capital
Massachusetts
$930K +$282K +362 +43%
FOA
2308
Five Oceans Advisors
California
$927K -$68.5K -88 -7%
LAM
2309
Lewis Asset Management
California
$927K +$8.56K +11 +0.9%
NWMG
2310
National Wealth Management Group
Ohio
$925K +$574K +738 +164%
ACM
2311
Altrius Capital Management
North Carolina
$923K +$7.78K +10 +0.8%
LT
2312
Legacy Trust
Michigan
$923K -$23.3K -30 -2%
TA
2313
TrueWealth Advisors
Alabama
$922K +$94.9K +122 +11%
ACM
2314
Adalta Capital Management
New York
$922K +$136K +175 +17%
FCA
2315
FLC Capital Advisors
California
$921K -$14K -18 -1%
MAG
2316
MRA Advisory Group
New Jersey
$915K +$255K +328 +39%
1W
2317
1776 Wealth
Georgia
$915K -$23.3K -30 -2%
SHA
2318
Seneca House Advisors
Virginia
$912K -$132K -170 -13%
NCM
2319
Next Capital Management
New York
$909K +$909K +1,169 New
CPC
2320
Consolidated Planning Corp
Georgia
$907K +$14.8K +19 +2%
APW
2321
Aurora Private Wealth
New Jersey
$907K +$47.2K +62 +5%
CCA
2322
Clearwater Capital Advisors
Illinois
$906K -$28.8K -37 -3%
RSWA
2323
Robinson Smith Wealth Advisors
Maine
$906K -$2.33K -3 -0.3%
WFS
2324
Widmann Financial Services
Maryland
$906K – – –
GA
2325
GoalVest Advisory
New York
$906K +$798K +1,026 +743%
91 92
93
94 95