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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 %
WWM
2651
Whalen Wealth Management
Nevada
$790K -$307K -398 -28%
FMP
2652
Financial Management Professionals
Texas
$790K -$12.4K -16 -2%
IPW
2653
Impact Partnership Wealth
Georgia
$789K +$236K +305 +43%
DLHL
2654
Donald L. Hagan LLC
Florida
$787K – – –
PFG
2655
PAX Financial Group
Texas
$787K +$129K +167 +20%
LCM
2656
Lattice Capital Management
Washington
$786K +$786K +1,018 New
OWA
2657
Opal Wealth Advisors
New York
$784K +$77.2K +100 +11%
ACM
2658
Alta Capital Management
Utah
$783K +$10.8K +14 +1%
CCA
2659
Cora Capital Advisors
New Jersey
$781K +$27K +35 +4%
APA
2660
Astoria Portfolio Advisors
New York
$781K +$31.3K +42 +4%
CA
2661
Calton & Associates
Florida
$781K -$637K -825 -45%
RIM
2662
Reliant Investment Management
Tennessee
$780K -$290K -376 -27%
FFB
2663
First Financial Bankshares
Texas
$780K +$15.4K +20 +2%
LI
2664
LVZ Inc
Michigan
$780K +$82.6K +107 +12%
AFG
2665
ABLE Financial Group
Arizona
$780K -$22.4K -29 -3%
LCG
2666
Lakeshore Capital Group
Illinois
$779K +$779K +1,010 New
PCIG
2667
Partners Capital Investment Group
Massachusetts
$778K -$776K -1,005 -50%
CWAG
2668
Compton Wealth Advisory Group
Virginia
$778K -$141K -183 -15%
SN
2669
Sittner & Nelson
Oregon
$778K +$1.54K +2 +0.2%
KOCAA
2670
Knights of Columbus Asset Advisors
Connecticut
$777K -$61.8K -80 -7%
TFP
2671
Tilia Fiduciary Partners
North Carolina
$777K -$35.5K -46 -4%
WCM
2672
Wallace Capital Management
Texas
$776K -$96.5K -125 -11%
FPGK
2673
Financial Partners Group (Kansas)
Kansas
$774K -$16.2K -21 -2%
HWP
2674
Heritage Wealth Partners
Ohio
$773K +$22.4K +29 +3%
PA
2675
Promethium Advisors
Maryland
$772K – – –
105 106
107
108 109