Eli Lilly
3,467 hedge funds and large institutions have $607B invested in Eli Lilly in 2024 Q1 according to their latest regulatory filings, with 351 funds opening new positions, 1,418 increasing their positions, 1,290 reducing their positions, and 116 closing their positions.
203% more first-time investments, than exits
New positions opened: 351 | Existing positions closed: 116
52% more funds holding in top 10
Funds holding in top 10: 304 → 461 (+157)
33% more capital invested
Capital invested by funds: $458B → $607B (+$149B)
6% more funds holding
Funds holding: 3,277 → 3,467 (+190)
10% more repeat investments, than reductions
Existing positions increased: 1,418 | Existing positions reduced: 1,290
5% more call options, than puts
Call options by funds: $7.83B | Put options by funds: $7.46B
0.58% less ownership
Funds ownership: 82.83% → 82.25% (-0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$1.11B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$880M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$807M |
| 4 |
BlackRock
New York
|
+$646M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$488M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
-$2.64B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$1.72B |
| 3 |
Neuberger Berman Group
New York
|
-$1.07B |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$864M |
| 5 |
Primecap Management
Pasadena,
California
|
-$673M |
LLY Hedge Fund Activity: Q1 2024 in Review
3,467 of the 6,959 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q1 2024, worth a combined $607B — up 33% from $458B a quarter earlier.
Buyers outnumbered sellers: 351 funds opened new LLY positions and 116 closed out — a net gain of 235 holders — while 1,418 added to existing stakes and 1,290 trimmed.
The largest buyer was Franklin Resources, adding an estimated $1.11B. The largest seller was State Farm Mutual Automobile Insurance, cutting an estimated $2.64B.
- 3,467 institutional investors held Eli Lilly (LLY) as of Q1 2024, up from 3,277 in Q4 2023.
- Funds reported $607B of Eli Lilly stock for Q1 2024, up 33% quarter-over-quarter.
- 351 funds opened new Eli Lilly positions in Q1 2024 and 116 closed out, a net change of +235 holders.
- The largest Eli Lilly buyer in Q1 2024 was Franklin Resources, an estimated $1.11B added.
- The largest Eli Lilly seller in Q1 2024 was State Farm Mutual Automobile Insurance, an estimated $2.64B sold.
Based on aggregated 13F filings for Q1 2024.