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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 %
CM
2576
Cercano Management
Washington
$853K – – –
GGI
2577
Godsey & Gibb Inc
Virginia
$849K -$71K -92 -8%
LWA
2578
Lifelong Wealth Advisors
Minnesota
$849K +$849K +1,100 New
DIP
2579
Davis Investment Partners
North Carolina
$849K +$163K +204 +24%
PWM
2580
Paulson Wealth Management
Illinois
$848K +$33.2K +43 +4%
BMWS
2581
Brady Martz Wealth Solutions
North Dakota
$848K +$848K +1,138 New
NPI
2582
New Perspectives Inc
Mississippi
$847K – – –
RSWA
2583
Robinson Smith Wealth Advisors
Maine
$845K -$54.8K -71 -6%
SCA
2584
Stillwater Capital Advisors
Pennsylvania
$845K – – –
WWM
2585
WJ Wealth Management
Arizona
$843K -$3.6M -4,664 -81%
PMG
2586
ProVise Management Group
Florida
$843K +$1.54K +2 +0.2%
GAM
2587
Gemmer Asset Management
California
$843K +$39.4K +51 +5%
CP
2588
Canopy Partners
Ohio
$842K +$3.09K +4 +0.4%
HC
2589
Hamilton Capital
Ohio
$841K +$74.9K +97 +10%
MEG
2590
Millstone Evans Group
Colorado
$840K +$840K +1,088 New
CFGW
2591
Chancellor Financial Group WB
Pennsylvania
$840K +$840K +1,088 New
WF
2592
Wayfinding Financial
Washington
$839K +$839K +1,088 New
TF
2593
Tudor Financial
Ohio
$839K +$490K +634 +140%
SA
2594
SRN Advisors
Pennsylvania
$838K +$838K +1,086 New
TWA
2595
Talisman Wealth Advisors
New Jersey
$837K -$18.5K -24 -2%
MTIC
2596
Missouri Trust & Investment Company
Missouri
$835K +$38.6K +50 +5%
VPF
2597
Vantage Point Financial
Illinois
$835K +$835K +1,081 New
NFC
2598
Northstar Financial Companies
Pennsylvania
$835K +$835K +1,081 New
MP
2599
McDonald Partners
Ohio
$834K -$23.2K -30 -3%
MCB
2600
Morton Community Bank
Illinois
$834K – – –
102 103
104
105 106