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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 %
VAMG
3226
Voisard Asset Management Group
Michigan
$374K -$113K -146 -23%
WFA
3227
Websterrogers Financial Advisors
South Carolina
$374K -$12.4K -16 -3%
CB
3228
Centennial Bank
Arkansas
$374K – – –
ACM
3229
Ascent Capital Management
Oregon
$373K +$373K +483 New
MA
3230
MBA Advisors
Pennsylvania
$373K -$772 -1 -0.2%
CP
3231
Capital Planning
Washington
$371K +$50.2K +65 +16%
PCMN
3232
Paradigm Capital Management (Nevada)
Nevada
$371K – – –
LFGO
3233
Legacy Financial Group (Oklahoma)
Oklahoma
$371K – – –
CIAS
3234
CBIZ Investment Advisory Services
Ohio
$371K -$28.6K -37 -7%
TVAMP
3235
Tennessee Valley Asset Management Partners
Tennessee
$371K +$139K +180 +60%
DPW
3236
DiNuzzo Private Wealth
Pennsylvania
$371K -$94.2K -122 -20%
BWM
3237
BKM Wealth Management
Wisconsin
$371K +$171K +221 +85%
MWP
3238
Meriwether Wealth & Planning
Louisiana
$371K +$371K +480 New
EW
3239
Element Wealth
Mississippi
$370K +$3.09K +4 +0.8%
LA
3240
Lakeside Advisors
Washington
$368K -$135K -175 -27%
BOS
3241
Bank of Stockton
California
$368K -$12.4K -16 -3%
CCA
3242
Cadent Capital Advisors
Oklahoma
$367K – – –
ABTD
3243
Arvest Bank Trust Division
Oklahoma
$367K -$41.7K -54 -10%
ACA
3244
American Capital Advisory
Idaho
$365K +$2.32K +3 +0.6%
KFA
3245
Kelleher Financial Advisors
New York
$365K +$82.5K +107 +29%
EMFAT
3246
Emerald Mutual Fund Advisers Trust
Pennsylvania
$364K -$69.5K -90 -16%
WCP
3247
Wick Capital Partners
Pennsylvania
$364K +$63.3K +82 +21%
BWS
3248
Broadway Wealth Solutions
Texas
$363K +$363K +471 New
FWM
3249
FFT Wealth Management
Pennsylvania
$363K -$47.8K -62 -12%
WCWM
3250
Willow Creek Wealth Management
California
$363K -$7.72K -10 -2%
128 129
130
131 132