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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 %
CCA
2851
Coign Capital Advisors
Utah
$600K +$600K +777 New
AWM
2852
Aberdeen Wealth Management
Illinois
$599K – – –
WA
2853
WESPAC Advisors
California
$598K -$1.3M -1,685 -69%
CWP
2854
Core Wealth Partners
California
$598K +$177K +229 +42%
SFS
2855
Symphony Financial Services
Ohio
$597K -$226K -293 -27%
LSWP
2856
Liberty Square Wealth Partners
Pennsylvania
$594K +$594K +704 New
LSIA
2857
LaSalle St. Investment Advisors
Illinois
$593K -$87.9K -114 -13%
MSWM
2858
McGlone Suttner Wealth Management
Wisconsin
$593K +$31.6K +41 +6%
ACA
2859
Anchor Capital Advisors
Massachusetts
$592K – – –
IAG
2860
Investment Advisory Group
Massachusetts
$592K +$2.32K +3 +0.4%
SFP
2861
Sterling Financial Planning
New Jersey
$591K -$30.1K -39 -5%
HIGP
2862
Hill Investment Group Partners
Missouri
$591K -$10K -13 -2%
QP
2863
Quartz Partners
New York
$590K +$17.8K +23 +3%
ALA
2864
Atlas Legacy Advisors
California
$590K +$590K +764 New
KWS
2865
Keystone Wealth Services
California
$590K -$7.72K -10 -1%
MWM
2866
McNaughton Wealth Management
California
$589K +$42.5K +55 +8%
DIP
2867
DT Investment Partners
Pennsylvania
$588K +$13.1K +17 +2%
BONH
2868
Bank of New Hampshire
New Hampshire
$587K +$1.54K +2 +0.3%
BMC
2869
Benin Management Corp
Connecticut
$586K – – –
4WM
2870
49 Wealth Management
Texas
$585K +$246K +319 +73%
SCM
2871
SOL Capital Management
Maryland
$584K – – –
AFM
2872
Armstrong Fleming & Moore
District of Columbia
$584K – – –
AA
2873
Armis Advisers
Georgia
$583K +$583K +755 New
MF
2874
Montis Financial
Massachusetts
$580K +$184K +238 +46%
ACGA
2875
Atlanta Consulting Group Advisors
Georgia
$580K -$20.1K -26 -3%
113 114
115
116 117