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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 %
CFG
3176
Compton Financial Group
Maryland
$399K -$17K -22 -4%
MCG
3177
McCollum Christoferson Group
New York
$398K – – –
CWM
3178
CCG Wealth Management
California
$397K -$64.1K -83 -14%
MAP
3179
Moody Aldrich Partners
Massachusetts
$396K -$102K -132 -20%
CCM
3180
Carlson Capital Management
Minnesota
$396K -$1.49M -1,936 -79%
WIM
3181
Warwick Investment Management
Texas
$396K -$26.2K -34 -6%
SWMP
3182
Signature Wealth Management Partners
New Jersey
$395K +$77.2K +100 +24%
BFAG
3183
Blackston Financial Advisory Group
Florida
$395K +$55.6K +72 +16%
TAM
3184
Titleist Asset Management
Texas
$394K +$34K +44 +9%
FB
3185
First Bancorp
Maine
$393K -$3.09K -4 -0.8%
XWM
3186
Xcel Wealth Management
Florida
$393K – – –
BBA
3187
Braun-Bostich & Associates
Pennsylvania
$392K -$30.9K -40 -7%
AFA
3188
Arlington Financial Advisors
California
$392K +$57.9K +75 +17%
RCM
3189
Requisite Capital Management
Texas
$392K +$33.9K +44 +9%
HBS
3190
Howard Bailey Securities
Indiana
$392K -$55.5K -72 -12%
PCA
3191
Providence Capital Advisors
North Carolina
$391K +$13.1K +17 +3%
SFB
3192
STAR Financial Bank
Indiana
$389K – – –
SO
3193
Sierra Ocean
California
$389K +$389K +503 New
FP
3194
Fiduciary Planning
Florida
$389K +$389K +503 New
AIA
3195
AIMZ Investment Advisors
California
$388K – – –
FM
3196
Family Management
New York
$388K -$49.4K -64 -11%
IG
3197
Ithaka Group
Virginia
$386K – – –
MCP
3198
Martin Capital Partners
Oregon
$386K – – –
TAMH
3199
Taikang Asset Management (HK)
Hong Kong
$386K – – –
COFSG
3200
Carbahal Olsen Financial Services Group
California
$386K +$386K +500 New
126 127
128
129 130