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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 %
HWM
2976
Howard Wealth Management
Connecticut
$508K +$3.86K +5 +0.8%
MNA
2977
Manning & Napier Advisors
New York
$507K +$507K +657 New
OFG
2978
OmniStar Financial Group
North Carolina
$507K -$17K -22 -3%
RCA
2979
Runnymede Capital Advisors
Ohio
$506K +$506K +656 New
PW
2980
Peninsula Wealth
California
$506K +$38.6K +50 +8%
MJP
2981
Michael J. Puzo
$506K -$96.5K -125 -16%
DAM
2982
Delta Asset Management
Tennessee
$505K -$59.4K -77 -11%
NFTC
2983
North Forty Two & Co
Oregon
$505K +$505K +654 New
NIM
2984
Nicollet Investment Management
Minnesota
$504K – – –
BAM
2985
Blueshift Asset Management
New Jersey
$503K -$264K -342 -34%
MIM
2986
Montgomery Investment Management
Maryland
$502K – – –
EWP
2987
Elevation Wealth Partners
California
$502K – – –
SWM
2988
Seaside Wealth Management
California
$502K – – –
MF
2989
Manchester Financial
California
$501K +$82.6K +107 +20%
PMG
2990
Private Management Group
California
$501K – – –
CFAM
2991
Center For Asset Management
Florida
$501K +$772 +1 +0.2%
WCM
2992
Wedge Capital Management
North Carolina
$500K -$176K -228 -26%
PWM
2993
Palacios Wealth Management
Florida
$500K +$500K +667 New
CA
2994
Carson Advisory
Georgia
$499K -$303K -392 -38%
PFA
2995
Pinnacle Family Advisors
Missouri
$499K – – –
IFA
2996
Index Fund Advisors
California
$498K -$34.8K -45 -7%
GA
2997
GFS Advisors
Texas
$498K -$1.54K -2 -0.3%
EWM
2998
Elevatus Welath Management
New York
$497K -$3.3M -4,279 -87%
SWA
2999
Strata Wealth Advisors
Texas
$496K -$11.6K -15 -2%
AA
3000
AlphaMark Advisors
Kentucky
$496K +$3.86K +5 +0.8%
118 119
120
121 122