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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 %
SFS
3151
Strategic Financial Services
New York
$411K -$33.2K -43 -7%
AP
3152
Atwood & Palmer
Missouri
$411K +$15.4K +20 +4%
WFA
3153
Wellspring Financial Advisors
Ohio
$410K -$190K -246 -32%
KAM
3154
KEB Asset Management
Illinois
$410K -$362K -469 -47%
RHP
3155
Royal Harbor Partners
Texas
$410K +$772 +1 +0.2%
MGWM
3156
Marks Group Wealth Management
Minnesota
$410K – – –
EWS
3157
Evergreen Wealth Solutions
Pennsylvania
$409K +$409K +530 New
BWG
3158
Balanced Wealth Group
Ohio
$409K -$26K -32 -6%
DIG
3159
Dauntless Investment Group
New Hampshire
$408K +$408K +528 New
LPFG
3160
Landing Point Financial Group
Ohio
$407K +$407K +466 New
V
3161
ViaWealth
Kansas
$406K -$6.18K -8 -1%
TCOO
3162
Trust Company of Oklahoma
Oklahoma
$405K +$27.8K +36 +7%
JLBC
3163
J.L. Bainbridge & Co
Florida
$404K -$2.24M -2,907 -85%
FFA
3164
Frazier Financial Advisors
Ohio
$403K -$24.8K -32 -6%
MAWCM
3165
Mine & Arao Wealth Creation & Management
California
$403K +$2.32K +3 +0.6%
BOSSRA
3166
B.O.S.S. Retirement Advisors
Utah
$402K -$4.71M -6,096 -92%
DWM
3167
Daner Wealth Management
Georgia
$402K +$402K +488 New
CSA
3168
Cottage Street Advisors
Massachusetts
$402K +$26.3K +34 +7%
SAA
3169
Southeast Asset Advisors
Georgia
$401K – – –
TC
3170
TAGStone Capital
North Carolina
$401K – – –
JA
3171
JVL Associates
Michigan
$401K -$18.5K -24 -4%
CMP
3172
Coston McIsaac & Partners
Maine
$400K +$1.54K +2 +0.4%
MFA
3173
McClarren Financial Advisors
Pennsylvania
$400K +$400K +519 New
MQWP
3174
Morey & Quinn Wealth Partners
Nebraska
$400K +$400K +518 New
BBPWM
3175
Blue Bell Private Wealth Management
Pennsylvania
$399K -$3.86K -5 -1%
125 126
127
128 129