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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 %
BCG
2951
BayBridge Capital Group
California
$528K +$1.55K +2 +0.3%
FWM
2952
Fairhaven Wealth Management
Illinois
$528K +$68.7K +89 +15%
PIA
2953
Powell Investment Advisors
Florida
$527K – – –
VP
2954
Verum Partners
North Carolina
$527K -$50.2K -65 -9%
SGCA
2955
Steel Grove Capital Advisors
Tennessee
$525K +$525K +680 New
KIM
2956
Karpus Investment Management
New York
$525K – – –
GAM
2957
Griffin Asset Management
New York
$523K -$213K -276 -29%
AW
2958
Avion Wealth
Texas
$523K -$17.7K -23 -3%
PMA
2959
Prudent Man Advisors
Illinois
$523K +$282K +365 +117%
SIS
2960
Strategic Investment Solutions
Illinois
$523K +$772 +1 +0.1%
TM
2961
TigerOak Management
New Mexico
$522K +$522K +676 New
AA
2962
Altman Advisors
Illinois
$521K -$720K -933 -58%
BBP
2963
Banco BTG Pactual
Brazil
$520K +$338K +435 +187%
TC
2964
Truvestments Capital
Florida
$520K +$83.4K +108 +19%
MWP
2965
Meridian Wealth Partners
Pennsylvania
$519K +$4.63K +6 +0.9%
ODG
2966
O'Dell Group
Ohio
$516K -$279K -362 -35%
SIC
2967
Shoker Investment Counsel
Ohio
$515K -$10K -13 -2%
ST
2968
Somerset Trust
Pennsylvania
$514K – – –
CAG
2969
Centerpoint Advisory Group
Kansas
$514K +$514K +666 New
LWP
2970
LeClair Wealth Partners
Ohio
$514K +$514K +666 New
DFCM
2971
Dark Forest Capital Management
Puerto Rico
$513K -$956K -1,238 -65%
AIP
2972
Almanack Investment Partners
Pennsylvania
$513K -$238K -308 -32%
IA
2973
IMZ Advisory
Florida
$511K +$10K +13 +2%
RA
2974
Rise Advisors
New York
$510K +$5.41K +7 +1%
CBA
2975
Coastal Bridge Advisors
Connecticut
$510K +$89.6K +116 +21%
117 118
119
120 121