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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 %
PPWM
2451
Paragon Private Wealth Management
Kentucky
$773K -$6.22K -8 -0.8%
ATIA
2452
American Trust Investment Advisors
New Hampshire
$773K – – –
AHL
2453
Abel Hall LLC
Louisiana
$772K +$60.7K +78 +9%
SLT
2454
St Louis Trust
Missouri
$772K +$237K +305 +44%
FPGK
2455
Financial Partners Group (Kansas)
Kansas
$770K -$59.1K -76 -7%
WSWA
2456
Warren Street Wealth Advisors
California
$767K +$17.1K +22 +2%
WF
2457
Warner Financial
Maryland
$766K -$765K -983 -50%
TB
2458
Treynor Bancshares
Iowa
$766K – – –
PA
2459
PFW Advisors
Georgia
$764K +$12.4K +16 +2%
NJIM
2460
Nabity-Jensen Investment Management
Nebraska
$764K +$19.4K +25 +3%
MWM
2461
Magnolia Wealth Management
Alabama
$763K +$763K +992 New
CAM
2462
Concorde Asset Management
Michigan
$760K +$16.3K +21 +2%
TFO
2463
Tarbox Family Office
California
$759K -$3.11K -4 -0.4%
HP
2464
Hilltop Partners
Indiana
$758K +$55.2K +71 +8%
KOCAA
2465
Knights of Columbus Asset Advisors
Connecticut
$757K -$224K -288 -23%
AF
2466
Apollon Financial
South Carolina
$756K +$158K +203 +26%
A
2467
AlphaQuest
New York
$755K +$337K +433 +81%
CCIA
2468
Campbell & Co Investment Adviser
Maryland
$752K +$752K +966 New
PCS
2469
Private Client Services
Kentucky
$746K +$21K +27 +3%
FFB
2470
First Financial Bankshares
Texas
$743K -$17.1K -22 -2%
CBB
2471
Citizens Business Bank
California
$742K -$108K -139 -13%
PFA
2472
Plotkin Financial Advisors
Maryland
$742K – – –
VF
2473
VitalStone Financial
Texas
$741K -$231K -297 -24%
ODG
2474
O'Dell Group
Ohio
$740K +$52.2K +67 +8%
LCM
2475
LRT Capital Management
Texas
$739K +$27.2K +35 +4%
97 98
99
100 101