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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 %
HPM
2351
Hoxton Planning & Management
West Virginia
$878K +$45.1K +58 +5%
AFG
2352
Albion Financial Group
Utah
$876K -$4.67K -6 -0.5%
QFA
2353
Quantum Financial Advisors
California
$876K +$14K +18 +2%
GWA
2354
Gratus Wealth Advisors
Virginia
$875K -$155K -208 -15%
RDFA
2355
Ritter Daniher Financial Advisory
Ohio
$874K +$4.67K +6 +0.5%
MCM
2356
McRae Capital Management
New Jersey
$872K -$85.6K -110 -9%
OCG
2357
Opus Capital Group
Ohio
$871K -$124K -159 -12%
DSAM
2358
Dock Street Asset Management
Florida
$870K -$12.4K -16 -1%
CCP
2359
Cassia Capital Partners
North Carolina
$867K +$92.6K +119 +12%
FA
2360
Fermata Advisors
California
$866K +$188K +242 +28%
WF
2361
Wayfinding Financial
Washington
$862K +$58.9K +76 +7%
PFM
2362
Phillips Financial Management
Indiana
$860K +$45.1K +58 +6%
SCA
2363
Stillwater Capital Advisors
Pennsylvania
$859K – – –
KIG
2364
Kowal Investment Group
Wisconsin
$858K +$134K +172 +18%
FAM
2365
Flaharty Asset Management
Florida
$858K -$152K -196 -15%
AIM
2366
Aspen Investment Management
Michigan
$857K +$14K +18 +2%
MJP
2367
Michael J. Puzo
$856K -$136K -175 -14%
CB
2368
CNB Bank
Pennsylvania
$855K +$95.7K +123 +13%
RWPA
2369
Richard W. Paul & Associates
Michigan
$851K -$56.8K -73 -6%
SMA
2370
Seven Mile Advisory
New Jersey
$850K +$24.9K +32 +3%
PO
2371
Private Ocean
California
$850K +$64.6K +83 +8%
SFS
2372
Security Financial Services
Indiana
$849K +$7K +9 +0.8%
AA
2373
AlphaMark Advisors
Kentucky
$848K -$98.8K -127 -10%
MVA
2374
Mount Vernon Associates
Maryland
$848K -$23.3K -30 -3%
GJWM
2375
Gilliland Jeter Wealth Management
Arkansas
$846K -$51.3K -66 -6%
93 94
95
96 97