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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 %
BWFA
2801
Baltimore-Washington Financial Advisors
Maryland
$642K +$2.32K +3 +0.4%
GCM
2802
Goldstream Capital Management
Hong Kong
$640K -$9.78M -12,665 -94%
MLRA
2803
Main Line Retirement Advisors
Montana
$639K – – –
HB
2804
HTLF Bank
Colorado
$639K +$43.2K +56 +7%
CWM
2805
Centricity Wealth Management
Ohio
$638K +$638K +826 New
PP
2806
PrairieView Partners
Minnesota
$637K – – –
AC
2807
ASB Consultores
Florida
$636K -$232K -301 -27%
CPA
2808
Cardiff Park Advisors
California
$634K – – –
GWM
2809
GSB Wealth Management
Connecticut
$634K +$178K +230 +39%
TLFA
2810
True Link Financial Advisors
California
$632K -$6.18K -8 -1%
FFG
2811
Fiduciary Financial Group
California
$630K +$297K +371 +89%
DAM
2812
Diamant Asset Management
Connecticut
$628K +$10.8K +14 +2%
CFFP
2813
Center for Financial Planning
Michigan
$628K +$32.4K +42 +5%
PWA
2814
Peterson Wealth Advisors
Utah
$628K +$68K +87 +12%
KAM
2815
Knightsbridge Asset Management
California
$628K +$11.6K +15 +2%
RAM
2816
Readystate Asset Management
Illinois
$626K +$108K +140 +21%
CNBOF
2817
City National Bank of Florida
Florida
$626K +$626K +811 New
MFG
2818
Menard Financial Group
Texas
$625K +$37.8K +49 +6%
NIM
2819
Nexus Investment Management
Ontario, Canada
$625K – – –
DA
2820
Detalus Advisors
Missouri
$624K +$7.72K +10 +1%
TB
2821
Terril Brothers
Missouri
$624K – – –
TPWM
2822
Twelve Points Wealth Management
Massachusetts
$623K -$10K -13 -2%
WEG
2823
World Equity Group
Illinois
$623K +$39.4K +51 +7%
MCM
2824
Mattern Capital Management
Colorado
$623K +$403K +522 +183%
IA
2825
IFG Advisors
Missouri
$621K -$44K -57 -7%
111 112
113
114 115