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Eli Lilly
LLY

Overview Fund Activity

3,865 hedge funds and large institutions have $605B invested in Eli Lilly in 2024 Q4 according to their latest regulatory filings, with 494 funds opening new positions, 1,517 increasing their positions, 1,464 reducing their positions, and 195 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,865
Holders Change
+235
Holders Change %
+6.47%
% of All Funds
51.44%
Holding in Top 10
328
Holding in Top 10 Change
-137
Holding in Top 10 Change %
-29.46%
% of All Funds
4.37%
New
494
Increased
1,517
Reduced
1,464
Closed
195
Calls
$9.28B
Puts
$10.1B
Net Calls
-$872M
Net Calls Change
+$365M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.55B
2
Capital International Investors
Capital International Investors
California
+$1.27B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.15B
4
Northern Trust
Northern Trust
Illinois
+$930M
5
UBS AM
UBS AM
Illinois
+$748M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$7.21B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.59B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.93B
4
Jennison Associates
Jennison Associates
New York
-$1.66B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
2501
HF Advisory Group
Maryland
$943K -$840K -1,088 -47%
OWCM
2502
One Wealth Capital Management
Arizona
$943K +$943K +1,221 New
ACM
2503
Aljian Capital Management
Nevada
$938K -$10.8K -14 -1%
GA
2504
GoalVest Advisory
New York
$936K +$32.4K +42 +4%
VIA
2505
Victrix Investment Advisors
Florida
$936K +$936K +1,212 New
EB
2506
Exchange Bank
California
$935K +$171K +222 +22%
EIP
2507
Ellis Investment Partners
Pennsylvania
$933K +$63.3K +82 +7%
SHA
2508
Seneca House Advisors
Virginia
$933K +$67.2K +87 +8%
GC
2509
Guidance Capital
Kentucky
$933K +$933K +1,187 New
PWM
2510
Prentice Wealth Management
New York
$931K +$34K +44 +4%
MWM
2511
Mindset Wealth Management
Indiana
$930K -$6.18K -8 -0.7%
GHA
2512
GW Henssler & Associates
Georgia
$928K – – –
JAA
2513
Joel Adams & Associates
North Carolina
$926K +$926K +1,199 New
PW
2514
Potentia Wealth
California
$925K +$925K +1,198 New
UCB
2515
United Community Bank
South Carolina
$924K +$92.6K +120 +11%
HFAS
2516
Hummer Financial Advisory Services
Illinois
$923K -$57.9K -75 -6%
PCM
2517
Pointe Capital Management
Michigan
$923K -$16.2K -21 -2%
RFG
2518
RFP Financial Group
Georgia
$923K -$1.07M -1,384 -54%
BWA
2519
Bordeaux Wealth Advisors
California
$922K +$108K +140 +13%
BFP
2520
Briaud Financial Planning
Texas
$921K +$808K +1,048 +718%
RFA
2521
Register Financial Advisors
Georgia
$919K +$15.4K +20 +2%
CPC
2522
Consolidated Planning Corp
Georgia
$917K -$3.14M -4,066 -77%
AEPWM
2523
Atlantic Edge Private Wealth Management
Florida
$917K -$43.2K -56 -5%
SFC
2524
Swisher Financial Concepts
Ohio
$916K +$65.6K +85 +8%
ALAM
2525
Asahi Life Asset Management
Japan
$916K -$672K -870 -42%
99 100
101
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