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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 %
HCM
3251
Hutchinson Capital Management
California
$361K -$6.95K -9 -2%
PPWM
3252
PFG Private Wealth Management
Florida
$361K +$3.86K +5 +1%
OPWM
3253
Oakwell Private Wealth Management
Texas
$361K – – –
AIM
3254
Alhambra Investment Management
Florida
$359K – – –
WRPWM
3255
Werba Rubin Papier Wealth Management
California
$358K -$34K -44 -9%
VFA
3256
Values First Advisors
Tennessee
$358K +$298K +386 +495%
EWM
3257
Elite Wealth Management
Washington
$358K – – –
JCM
3258
J2 Capital Management
Michigan
$357K +$357K +462 New
OIC
3259
Orion Investment Company
Missouri
$357K – – –
EWM
3260
Endowment Wealth Management
Wisconsin
$356K -$12.3K -16 -3%
SAM
3261
Seelaus Asset Management
New Jersey
$356K – – –
RDIA
3262
RE Dickinson Investment Advisors
Iowa
$355K -$1.93M -250 -84%
MWM
3263
Maltin Wealth Management
New Jersey
$355K – – –
LI
3264
LifeWealth Investments
Florida
$354K +$354K +459 New
CSWM
3265
Cassady Schiller Wealth Management
Ohio
$354K +$32.4K +42 +10%
CWM
3266
Crowley Wealth Management
Delaware
$353K +$353K +457 New
CAM
3267
Clark Asset Management
New Hampshire
$352K -$151K -195 -30%
CA
3268
Crumly & Associates
Illinois
$352K – – –
AFP
3269
Alpha Financial Partners
Kentucky
$352K +$163K +211 +86%
MWA
3270
Moser Wealth Advisors
Washington
$351K – – –
LSA
3271
Lion Street Advisors
Texas
$351K +$4.63K +6 +1%
A
3272
AlphaQuest
New York
$350K -$462K -599 -57%
BA
3273
Ballast Advisors
Minnesota
$350K +$1.54K +2 +0.4%
BFF
3274
Byrne Financial Freedom
Massachusetts
$350K +$350K +453 New
KWM
3275
KFG Wealth Management
Indiana
$350K -$71.8K -93 -17%
129 130
131
132 133