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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 %
JFA
3201
JNBA Financial Advisors
Minnesota
$385K – – –
HR
3202
Hardy Reed
Mississippi
$384K -$2.32K -3 -0.6%
DWA
3203
Delap Wealth Advisory
Oregon
$384K +$8.49K +11 +2%
CP
3204
Covenant Partners
Tennessee
$383K -$3.76M -4,875 -91%
BHWM
3205
Beaird Harris Wealth Management
Texas
$382K +$50.2K +65 +15%
HFRG
3206
Houlihan Financial Resource Group
Virginia
$382K -$6.95K -9 -2%
NA
3207
Nautilus Advisors
California
$382K +$382K +494 New
RF
3208
Rossby Financial
Florida
$381K +$381K +493 New
BBW
3209
Blue Barn Wealth
Utah
$381K +$381K +493 New
AG
3210
AmeriFlex Group
Nevada
$381K +$381K +469 New
WCG
3211
Weaver Consulting Group
California
$380K -$110K -143 -23%
M1FG
3212
Mach-1 Financial Group
Arkansas
$378K -$238K -308 -39%
EFG
3213
Elios Financial Group
Ohio
$378K +$772 +1 +0.2%
WF
3214
Warner Financial
Maryland
$378K – – –
FTC
3215
Farmers Trust Company
Ohio
$377K -$4.63K -6 -1%
RAM
3216
RWC Asset Management
United Kingdom
$376K +$40.9K +53 +12%
WA
3217
Wambolt & Associates
Colorado
$376K -$1.03M -1,330 -73%
BPFA
3218
Barnes Pettey Financial Advisors
Mississippi
$375K -$30.9K -40 -8%
SA
3219
Sovran Advisors
California
$375K +$375K +503 New
FA
3220
FSA Advisors
Michigan
$374K -$262K -339 -41%
UWPG
3221
Ullmann Wealth Partners Group
Florida
$374K -$13.9K -18 -4%
CG
3222
Clifford Group
Massachusetts
$374K – – –
CWM
3223
Collaborative Wealth Management
Florida
$374K +$7.72K +10 +2%
AAMA
3224
Advanced Asset Management Advisors
Ohio
$374K +$98K +127 +35%
WF
3225
Whelan Financial
California
$374K +$21.6K +28 +6%
127 128
129
130 131