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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 %
TFP
2401
Tilia Fiduciary Partners
North Carolina
$818K -$3.11K -4 -0.4%
CFGA
2402
Cambridge Financial Group (Arizona)
Arizona
$818K -$59.1K -76 -7%
BC
2403
Barrett & Company
Rhode Island
$818K +$208K +267 +34%
KCFA
2404
Key Client Fiduciary Advisors
New Jersey
$817K -$3.11K -4 -0.4%
PWM
2405
Paulson Wealth Management
Illinois
$816K -$15.6K -20 -2%
CAL
2406
Capital Analysts LLC
Pennsylvania
$812K -$31.1K -40 -4%
COCM
2407
Charter Oak Capital Management
New Hampshire
$809K +$3.11K +4 +0.4%
RIG
2408
Renaissance Investment Group
Massachusetts
$809K -$156K -200 -16%
HWMC
2409
Heritage Wealth Management (California)
California
$808K +$4.67K +6 +0.6%
CAM
2410
Cacti Asset Management
Georgia
$807K – – –
RWS
2411
Resolute Wealth Strategies
Mississippi
$806K +$243K +313 +43%
WHC
2412
Wulff, Hansen & Co
California
$805K – – –
CA
2413
Calton & Associates
Florida
$802K -$203K -261 -20%
FUBT
2414
First United Bank & Trust
Maryland
$802K -$34.2K -44 -4%
WTA
2415
Washington Trust Advisors
Massachusetts
$802K -$57.5K -74 -7%
MCM
2416
Mendel Capital Management
Arkansas
$802K – – –
APA
2417
Astoria Portfolio Advisors
New York
$802K +$83.3K +111 +12%
MWM
2418
MGB Wealth Management
Texas
$799K +$7.78K +10 +1%
HCM
2419
Harvey Capital Management
Florida
$797K +$797K +1,025 New
LIWM
2420
Long Island Wealth Management
New York
$797K +$3.89K +5 +0.5%
GAM
2421
Gemmer Asset Management
California
$797K – – –
OA
2422
Oxbow Advisors
Texas
$794K -$189K -243 -19%
GAM
2423
GEM Asset Management
Michigan
$794K – – –
MWM
2424
Marion Wealth Management
Pennsylvania
$794K +$79.4K +102 +11%
DLHL
2425
Donald L. Hagan LLC
Florida
$794K – – –
95 96
97
98 99