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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 %
PFA
2526
Pathway Financial Advisers
Indiana
$915K -$788M -1,021,202 -100%
NWM
2527
Northwest Wealth Management
Iowa
$914K +$87.2K +113 +11%
ICP
2528
Interchange Capital Partners
Pennsylvania
$912K +$92.7K +120 +11%
NP
2529
Ninepoint Partners
Ontario, Canada
$910K +$217K +281 +31%
CTC
2530
Corundum Trust Company
South Dakota
$909K -$20.8K -27 -2%
BF
2531
Brucke Financial
Indiana
$906K +$906K +1,117 New
BA
2532
Bluesphere Advisors
Pennsylvania
$905K +$160K +207 +21%
PCS
2533
Private Client Services
Kentucky
$905K +$74.1K +96 +9%
PPW
2534
Parcion Private Wealth
Washington
$902K -$5.4K -7 -0.6%
VCM
2535
Versant Capital Management
Arizona
$901K +$145K +188 +19%
WSWA
2536
Warren Street Wealth Advisors
California
$900K +$47.1K +61 +6%
AIMA
2537
Ables Iannone Moore & Associates
Georgia
$899K +$899K +1,165 New
GAM
2538
Grandview Asset Management
Pennsylvania
$898K +$898K +1,163 New
LA
2539
LexAurum Advisors
Kansas
$898K +$65.6K +85 +8%
RWPA
2540
Richard W. Paul & Associates
Michigan
$898K +$105K +136 +13%
CIP
2541
Convergence Investment Partners
Florida
$897K -$20.8K -27 -2%
CKAIS
2542
Christensen King & Associates Investment Services
Washington
$896K -$20.7K -26 -2%
PFGIA
2543
Patriot Financial Group Insurance Agency
Massachusetts
$895K -$466K -604 -34%
LCM
2544
Lazari Capital Management
California
$894K +$496K +643 +125%
SWM
2545
Shelton Wealth Management
Texas
$892K +$326K +422 +58%
AGP
2546
Aspire Growth Partners
Florida
$891K +$891K +1,154 New
AFG
2547
Albion Financial Group
Utah
$890K +$20.8K +27 +2%
DSAM
2548
Dock Street Asset Management
Florida
$889K +$26.2K +34 +3%
KIA
2549
Kraematon Investment Advisors
Massachusetts
$889K +$772 +1 +0.1%
SFS
2550
Security Financial Services
Indiana
$888K +$13.9K +18 +2%
100 101
102
103 104