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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 %
GAA
2676
Global Assets Advisory
Florida
$772K -$1.01M -1,293 -57%
AIA
2677
Angeles Investment Advisors
California
$769K -$62.5K -81 -8%
BWM
2678
BankPlus Wealth Management
Mississippi
$761K +$761K +987 New
JF
2679
JSF Financial
California
$761K -$807K -1,045 -51%
AGWCA
2680
Annis Gardner Whiting Capital Advisors
Florida
$761K +$64.1K +83 +9%
MKC
2681
M. Kraus & Co
Vermont
$760K – – –
LGG
2682
Luts & Greenleigh Group
Maryland
$760K +$40.1K +52 +6%
RCP
2683
Rothschild Capital Partners
New York
$760K +$760K +984 New
ALC
2684
Alexander Labrunerie & Co
Missouri
$759K -$21.6K -28 -3%
AWA
2685
Aletheian Wealth Advisors
Washington
$759K +$51K +66 +7%
OBGC
2686
O'Brien Greene & Co
Pennsylvania
$759K +$61K +79 +9%
CWM
2687
Centurion Wealth Management
Virginia
$757K +$3.86K +5 +0.5%
GAM
2688
GEM Asset Management
Michigan
$754K -$43.2K -56 -5%
GWP
2689
Gateway Wealth Partners
Wisconsin
$753K +$220K +285 +41%
AFG
2690
Altiora Financial Group
Ohio
$752K +$259K +336 +53%
BWM
2691
BlackDiamond Wealth Management
New York
$751K -$107K -138 -12%
VAF
2692
Values Added Financial
District of Columbia
$750K +$468K +606 +166%
AHL
2693
Abel Hall LLC
Louisiana
$750K -$52.5K -68 -7%
DCM
2694
Driehaus Capital Management
Illinois
$747K -$172K -223 -19%
CI
2695
Cavalier Investments
Georgia
$746K -$24.4M -31,590 -97%
TFO
2696
Tarbox Family Office
California
$744K -$3.09K -4 -0.4%
RAS
2697
RPS Advisory Solutions
Kentucky
$744K -$27K -35 -4%
CFS
2698
Commonwealth Financial Services
West Virginia
$743K +$101K +131 +16%
OHIS
2699
Oak Harvest Investment Services
Texas
$743K +$80.3K +104 +12%
CQWA
2700
Chokshi & Queen Wealth Advisors
California
$741K +$741K +960 New
106 107
108
109 110