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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 %
NMC
2926
Nine Masts Capital
Hong Kong
$540K +$540K +700 New
BI
2927
Bolthouse Investments
California
$540K +$540K +700 New
LJHT
2928
Laurie J. Hall Trustee
$540K -$386K -500 -42%
KFS
2929
Kaizen Financial Strategies
California
$540K -$261K -338 -33%
RFA
2930
Resurgent Financial Advisors
Georgia
$539K +$74.1K +96 +16%
4A
2931
4Wealth Advisors
Illinois
$539K +$539K +698 New
FVWA
2932
Foster Victor Wealth Advisors
South Carolina
$538K -$14.5K -20 -3%
BM
2933
Brandywine Managers
Delaware
$538K – – –
Cohen & Steers
2934
Cohen & Steers
New York
$537K +$168K +218 +46%
EFG
2935
Embree Financial Group
Illinois
$537K -$61.8K -80 -10%
KCM
2936
Kaye Capital Management
California
$536K +$772 +1 +0.1%
OPOWM
2937
One Plus One Wealth Management
Florida
$536K – – –
WAM
2938
Walker Asset Management
Missouri
$535K +$7.72K +10 +1%
PAWA
2939
Palo Alto Wealth Advisors
California
$535K +$535K +692 New
EC
2940
Eaton-Cambridge
Arizona
$534K – – –
MHR
2941
Matthew Hamilton Rosenberg
$534K +$13.9K +18 +3%
AWA
2942
Acorn Wealth Advisors
Michigan
$534K +$1.54K +2 +0.3%
RMC
2943
Ring Mountain Capital
California
$533K +$533K +691 New
AGP
2944
Autumn Glory Partners
Texas
$533K +$533K +691 New
MLFP
2945
MPS Loria Financial Planners
Illinois
$533K +$772 +1 +0.1%
LFS
2946
Legacy Financial Strategies
Kansas
$533K -$62.3K -80 -10%
FWM
2947
Focused Wealth Management
New York
$533K -$8.49K -11 -2%
ATC
2948
Advantage Trust Company
Kansas
$533K – – –
PHS
2949
Pekin Hardy Strauss
Illinois
$531K -$655K -848 -55%
HA
2950
Helium Advisors
Washington
$531K +$531K +688 New
116 117
118
119 120