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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 %
HCA
2876
Horan Capital Advisors
Ohio
$579K – – –
SFG
2877
Sovereign Financial Group
Connecticut
$578K +$50.2K +65 +10%
AA
2878
Apriem Advisors
California
$577K -$11.6K -15 -2%
GF
2879
GGM Financials
Ohio
$576K +$772 +1 +0.1%
AF
2880
Atala Financial
California
$575K +$575K +745 New
NC
2881
NBW Capital
Massachusetts
$575K -$13.1K -17 -2%
SL
2882
Salomon & Ludwin
Virginia
$574K -$286K -370 -33%
SPWM
2883
Spartan Planning & Wealth Management
North Carolina
$574K +$574K +744 New
PIM
2884
Profit Investment Management
Maryland
$573K -$22.4K -29 -4%
CWM
2885
Cherrydale Wealth Management
New Jersey
$572K +$2.32K +3 +0.4%
BC
2886
Barrett & Company
Rhode Island
$571K +$2.32K +3 +0.4%
MWM
2887
Mascoma Wealth Management
New Hampshire
$570K -$8.49K -11 -1%
AWAP
2888
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$570K -$38.6K -50 -6%
MC
2889
Middleton & Co
Massachusetts
$568K – – –
SIM
2890
SSI Investment Management
California
$568K – – –
OWA
2891
Octavia Wealth Advisors
Ohio
$568K +$114K +147 +25%
CWM
2892
Chemistry Wealth Management
New York
$567K -$67.2K -87 -11%
PGA
2893
Portland Global Advisors
Maine
$565K +$3.09K +4 +0.5%
TWM
2894
Topsail Wealth Management
North Carolina
$564K +$564K +731 New
CF
2895
Cyr Financial
Illinois
$564K +$564K +730 New
THCM
2896
Taylor Hoffman Capital Management
Virginia
$563K – – –
NWA
2897
New World Advisors
Massachusetts
$563K +$253K +328 +82%
VIA
2898
Vickerman Investment Advisors
Washington
$562K +$214K +277 +61%
NPPM
2899
North Point Portfolio Managers
Ohio
$560K -$3.4M -4,400 -86%
IB
2900
Iyo Bank
Japan
$560K – – –
114 115
116
117 118