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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 %
KTC
2601
Kentucky Trust Company
Kentucky
$834K +$834K +1,080 New
SM
2602
Sciencast Management
New Jersey
$832K +$832K +1,078 New
RWM
2603
Riverbend Wealth Management
South Carolina
$832K +$832K +1,075 New
IP
2604
Intellectus Partners
California
$832K +$504K +652 +153%
LCM
2605
Leisure Capital Management
California
$829K +$2.32K +3 +0.3%
IA
2606
Integrity Alliance
Iowa
$828K +$828K +1,073 New
NWA
2607
Navis Wealth Advisors
New York
$828K – – –
ES
2608
Eagle Strategies
New York
$827K +$1.54K +2 +0.2%
LBC
2609
Leigh Baldwin & Co
New York
$825K +$825K +1,069 New
BPW
2610
Bingham Private Wealth
California
$825K +$825K +1,069 New
RP
2611
Riverwater Partners
Wisconsin
$824K +$4.63K +6 +0.6%
SFG
2612
Stonebridge Financial Group
Pennsylvania
$824K +$824K +1,068 New
PWS
2613
Peloton Wealth Strategists
Indiana
$824K -$193K -250 -19%
TFF
2614
The Family Firm
Maryland
$823K -$44.8K -58 -5%
VAG
2615
VisionPoint Advisory Group
Texas
$823K -$221K -284 -21%
PI
2616
Pettee Investors
Connecticut
$823K – – –
IWP
2617
Innova Wealth Partners
Pennsylvania
$821K +$821K +1,063 New
MCM
2618
McRae Capital Management
New Jersey
$819K -$7.72K -10 -0.9%
TCM
2619
Thoma Capital Management
Maryland
$819K +$819K +1,060 New
SAS
2620
SMI Advisory Services
Indiana
$818K -$797 -1 -0.1%
BWM
2621
Bulltick Wealth Management
Florida
$818K -$1.26M -1,637 -61%
AWM
2622
Accel Wealth Management
Iowa
$817K +$34.7K +45 +4%
KCFA
2623
Key Client Fiduciary Advisors
New Jersey
$817K -$45.6K -59 -5%
VFG
2624
Victory Financial Group
Texas
$816K +$816K +1,057 New
BA
2625
Birinyi Associates
Connecticut
$814K -$3.05M -3,953 -79%
103 104
105
106 107