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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 %
PIC
2776
Portland Investment Counsel
Ontario, Canada
$668K +$668K +865 New
BSSFA
2777
Baron Silver Stevens Financial Advisors
Florida
$667K – – –
DWM
2778
Dogwood Wealth Management
Kansas
$667K -$789K -1,022 -54%
GG
2779
Greenwood Gearhart
Arkansas
$666K +$57.1K +74 +9%
G
2780
GenTrust
Florida
$665K +$6.95K +9 +1%
DSC
2781
Duncker Streett & Co
Missouri
$664K -$30.1K -39 -4%
HWM
2782
Hemington Wealth Management
Virginia
$664K +$2.31K +3 +0.3%
NWWA
2783
New Wave Wealth Advisors
Arkansas
$663K -$1.55K -2 -0.2%
HCP
2784
Hexagon Capital Partners
Arkansas
$663K +$120K +155 +22%
PA
2785
PFW Advisors
Georgia
$662K +$662K +858 New
BFWA
2786
Benchmark Financial Wealth Advisors
Florida
$662K -$10K -13 -1%
FWP
2787
Firethorn Wealth Partners
Georgia
$662K -$14.7K -19 -2%
AFCM
2788
Applied Finance Capital Management
Puerto Rico
$660K +$9.26K +12 +1%
GFG
2789
Greystone Financial Group
Michigan
$660K +$660K +855 New
TWP
2790
Triad Wealth Partners
Kansas
$658K +$658K +852 New
GSB
2791
Greenfield Savings Bank
Massachusetts
$652K +$3.86K +5 +0.6%
NAS
2792
NWF Advisory Services
California
$651K +$651K +843 New
LCWP
2793
Legacy Capital Wealth Partners
Arkansas
$650K +$229K +297 +54%
WH
2794
Willner & Heller
California
$649K +$172K +223 +36%
OL
2795
one8zero8 LLC
North Carolina
$649K +$649K +841 New
CWA
2796
Consilio Wealth Advisors
Washington
$648K +$2.32K +3 +0.4%
TWM
2797
Trueblood Wealth Management
Ohio
$645K +$772 +1 +0.1%
DA
2798
Drake & Associates
Wisconsin
$644K -$568K -646 -47%
LPAM
2799
Lodestar Private Asset Management
California
$644K -$130K -169 -17%
DG
2800
DMC Group
Alabama
$642K -$187K -242 -23%
110 111
112
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