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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 %
RI
3326
Ridgewood Investments
New Jersey
$330K – – –
Members Trust
3327
Members Trust
Florida
$330K +$13.1K +17 +4%
PCM
3328
Park Capital Management
Wisconsin
$329K +$329K +427 New
HGWM
3329
Horst & Graben Wealth Management
Oregon
$329K -$773 -1 -0.2%
WAM
3330
Wernau Asset Management
Massachusetts
$329K +$329K +426 New
CAM
3331
Claret Asset Management
Quebec, Canada
$329K +$1.55K +2 +0.5%
SMWM
3332
Silvia McColl Wealth Management
California
$329K -$2.32K -3 -0.7%
GA
3333
GSG Advisors
New Jersey
$328K +$10K +13 +3%
LFA
3334
Level Financial Advisors
New York
$327K +$50.2K +65 +18%
CWMGP
3335
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$326K -$26.3K -34 -7%
GFG
3336
Goldstone Financial Group
Illinois
$324K +$98.1K +127 +43%
CM
3337
Capula Management
Cayman Islands
$324K -$68.1M -88,164 -100%
NWMG
3338
Nicholson Wealth Management Group
South Carolina
$324K – – –
HOWA
3339
Heritage Oak Wealth Advisors
Florida
$323K -$340K -441 -51%
ODIJL
3340
One Day In July LLC
Vermont
$323K +$5.4K +7 +2%
PCP
3341
Panoramic Capital Partners
Oregon
$323K +$323K +419 New
TFCP
3342
Twin Focus Capital Partners
Massachusetts
$323K -$116K -150 -26%
RCM
3343
RMR Capital Management
California
$323K – – –
FP
3344
Financial Perspectives
Minnesota
$322K +$41.7K +54 +15%
LCM
3345
LCM Capital Management
Illinois
$322K +$322K +417 New
WAG
3346
Wallace Advisory Group
California
$322K +$13.3K +15 +4%
SSC
3347
Syverson Strege & Co
Iowa
$320K +$320K +415 New
CMAI
3348
Capital Management Associates Inc
Minnesota
$320K -$772 -1 -0.2%
WA
3349
WPG Advisers
Maryland
$320K +$320K +414 New
CFA
3350
Capstone Financial Advisors
Illinois
$320K -$1.18M -1,528 -79%
132 133
134
135 136