LLY icon

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 %
CA
3101
Capital Advantage
California
$441K +$441K +571 New
LIA
3102
Luken Investment Analytics
Tennessee
$440K – – –
RMP
3103
Richards, Merrill & Peterson
Washington
$438K +$438K +568 New
GFG
3104
GR Financial Group
Arizona
$438K +$771 +1 +0.2%
BAM
3105
Bellevue Asset Management
Washington
$438K +$283K +367 +184%
HFA
3106
High Falls Advisors
New York
$436K +$3.86K +5 +0.9%
CCAL
3107
City Center Advisors LLC
Michigan
$436K +$22.4K +29 +5%
VCWA
3108
Vanguard Capital Wealth Advisors
Colorado
$436K – – –
PA
3109
Planning Alternatives
Michigan
$436K +$4.63K +6 +1%
DWM
3110
DecisionMap Wealth Management
Virginia
$434K +$434K +562 New
PCI
3111
Planning Center Inc
Illinois
$432K – – –
MAG
3112
M3 Advisory Group
Massachusetts
$432K -$38.6K -50 -8%
MC
3113
Mathes Company
New York
$432K +$432K +560 New
LDB
3114
Lee, Danner & Bass
Tennessee
$432K +$50.2K +65 +13%
CIG
3115
Cascade Investment Group
Colorado
$431K -$25.5K -33 -6%
VAM
3116
Verity Asset Management
North Carolina
$429K -$426K -686 -50%
CS
3117
Crescent Sterling
Louisiana
$427K -$55.6K -72 -12%
RWRC
3118
R.W. Roge & Company
New York
$426K – – –
IIM
3119
Illumine Investment Management
Washington
$425K +$425K +550 New
GWM
3120
Gitterman Wealth Management
New Jersey
$424K +$168K +218 +66%
HCM
3121
Hengehold Capital Management
Ohio
$424K -$44K -57 -9%
RIS
3122
Richmond Investment Services
Wisconsin
$424K +$424K +549 New
FWP
3123
Forefront Wealth Partners
Texas
$423K +$423K +548 New
GAM
3124
Gould Asset Management
California
$423K -$58.7K -76 -12%
VC
3125
Vicus Capital
Pennsylvania
$423K +$80.3K +104 +23%
123 124
125
126 127