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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 %
PAS
3026
PKS Advisory Services
New York
$481K +$481K +622 New
WTFG
3027
Wood Tarver Financial Group
Idaho
$480K +$480K +623 New
ME
3028
McIlrath & Eck
Washington
$479K +$108K +140 +29%
CBTWT
3029
Community Bank & Trust (Waco, Texas)
Texas
$479K – – –
NWM
3030
Nova Wealth Management
Florida
$479K +$479K +620 New
EA
3031
Ergawealth Advisors
Illinois
$479K -$6.95K -9 -1%
TCOTS
3032
Trust Company of the South
North Carolina
$479K – – –
LFG
3033
Lockerman Financial Group
California
$478K -$13.1K -17 -3%
WCM
3034
Winebrenner Capital Management
Kentucky
$478K +$478K +619 New
NFG
3035
Northeast Financial Group
Pennsylvania
$477K – – –
HCMG
3036
Howard Capital Management Group
California
$477K – – –
SOAG
3037
Silver Oak Advisory Group
Oregon
$477K -$1.54K -2 -0.3%
AWF
3038
Alpha Wealth Funds
Utah
$477K +$477K +616 New
WMWM
3039
Whitaker-Myers Wealth Managers
Ohio
$476K +$476K +617 New
EWM
3040
Elmwood Wealth Management
California
$476K +$24.7K +32 +5%
CIM
3041
Contravisory Investment Management
Massachusetts
$475K -$30.1K -39 -6%
BAS
3042
Breakthru Advisory Services
Wisconsin
$475K +$475K +615 New
CA
3043
Cresta Advisors
Texas
$474K – – –
SPA
3044
Sentinel Pension Advisors
Massachusetts
$473K -$26.2K -34 -5%
ML
3045
Mayport LLC
Massachusetts
$473K +$3.09K +4 +0.7%
WAM
3046
Wolverine Asset Management
Illinois
$470K +$470K +609 New
RGC
3047
Roberts, Glore & Co
Illinois
$469K -$3.86K -5 -0.8%
PWMG
3048
Prestige Wealth Management Group
New Jersey
$468K +$9.27K +12 +2%
ACM
3049
Aurdan Capital Management
Pennsylvania
$468K +$468K +606 New
BFIM
3050
Beese Fulmer Investment Management
Ohio
$467K -$3.09K -4 -0.7%
120 121
122
123 124