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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 %
EB
2326
Exchange Bank
California
$905K -$10.9K -14 -1%
CFA
2327
CWS Financial Advisors
Michigan
$905K -$555K -713 -38%
MP
2328
McDonald Partners
Ohio
$904K +$5.45K +7 +0.6%
FWM
2329
Fingerlakes Wealth Management
New York
$902K – – –
ITB
2330
Idaho Trust Bank
Idaho
$902K +$902K +1,159 New
AC
2331
Asio Capital
Kentucky
$899K – – –
HC
2332
Hamilton Capital
Ohio
$899K -$35.8K -46 -4%
JCM
2333
Jacobsen Capital Management
Utah
$899K +$20.2K +26 +2%
MLFP
2334
MPS Loria Financial Planners
Illinois
$898K -$676K -869 -43%
WA
2335
Wealth Architects
California
$897K +$36.6K +47 +4%
SIC
2336
Sterling Investment Counsel
New York
$896K +$1.56K +2 +0.2%
FPCG
2337
Fort Pitt Capital Group
Pennsylvania
$896K -$24.9K -32 -3%
PMG
2338
ProVise Management Group
Florida
$895K -$263K -338 -23%
PWA
2339
Physician Wealth Advisors
Utah
$895K +$181K +243 +25%
MAM
2340
Magellan Asset Management
Australia
$895K +$895K +1,150 New
BPGAM
2341
BTG Pactual Global Asset Management
Bermuda
$892K +$892K +1,146 New
VF
2342
Vest Financial
Virginia
$888K +$888K +1,142 New
EIP
2343
Ellis Investment Partners
Pennsylvania
$888K -$53.7K -69 -6%
GCM
2344
Gladius Capital Management
Illinois
$888K -$49K -63 -5%
AIM
2345
Arcadia Investment Management
Michigan
$886K +$373K +480 +73%
CA
2346
Continuum Advisory
Idaho
$884K -$50.2K -65 -5%
MCM
2347
Monarch Capital Management
Indiana
$883K +$17.9K +23 +2%
NRC
2348
New Republic Capital
North Carolina
$881K +$39.7K +51 +5%
TWA
2349
Talisman Wealth Advisors
New Jersey
$881K -$38.9K -50 -4%
AGWCA
2350
Annis Gardner Whiting Capital Advisors
Florida
$878K +$188K +242 +27%
92 93
94
95 96