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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 %
KIA
2426
Kraematon Investment Advisors
Massachusetts
$793K +$31.1K +40 +4%
GWM
2427
Glass Wealth Management
Texas
$791K +$791K +1,017 New
PIAS
2428
PCA Investment Advisory Services
Ohio
$790K +$7.01K +9 +0.9%
MWM
2429
Mosley Wealth Management
California
$789K -$28.8K -37 -4%
MKC
2430
M. Kraus & Co
Vermont
$789K -$11.7K -15 -1%
LL
2431
LWMG LLC
Minnesota
$789K -$71.6K -92 -8%
SAW
2432
Signal Advisors Wealth
Michigan
$788K +$146K +188 +23%
VCP
2433
Vista Capital Partners
Oregon
$787K – – –
GHA
2434
GW Henssler & Associates
Georgia
$783K +$56K +72 +8%
PCIG
2435
Partners Capital Investment Group
Massachusetts
$781K -$2.37M -3,052 -75%
TCWM
2436
Total Clarity Wealth Management
Illinois
$781K +$56.8K +73 +8%
SN
2437
Sittner & Nelson
Oregon
$780K – – –
JCM
2438
Janney Capital Management
Pennsylvania
$780K -$778 -1 -0.1%
GTAM
2439
Global Trust Asset Management
Florida
$780K -$233K -300 -23%
TFF
2440
The Family Firm
Maryland
$779K +$778 +1 +0.1%
CP
2441
Covenant Partners
Tennessee
$779K -$1.56K -2 -0.2%
CA
2442
CGN Advisors
Kansas
$779K +$10.9K +14 +1%
ZIG
2443
Zuckerman Investment Group
Illinois
$779K +$3.89K +5 +0.5%
ACM
2444
Alta Capital Management
Utah
$778K -$1.17M -1,500 -60%
CBT
2445
CoreFirst Bank & Trust
Kansas
$778K – – –
GFP
2446
Guardian Financial Partners
California
$778K +$311K +400 +67%
AP
2447
Adero Partners
California
$777K +$128K +165 +20%
FFA
2448
Florida Financial Advisors
Florida
$777K +$100K +129 +15%
MWPCG
2449
Measured Wealth Private Client Group
New Hampshire
$776K -$401K -515 -34%
RP
2450
Riverwater Partners
Wisconsin
$774K +$774K +995 New
96 97
98
99 100