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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 %
KFS
3351
Kelly Financial Services
Massachusetts
$319K – – –
KBFS
3352
Kohmann Bosshard Financial Services
Ohio
$319K +$17.8K +23 +6%
UAG
3353
United Advisor Group
Ohio
$318K -$145K -188 -31%
PCM
3354
Peirce Capital Management
Texas
$318K – – –
GWS
3355
Greykasell Wealth Strategies
California
$317K +$317K +411 New
TI
3356
Truepoint Inc
Ohio
$317K -$39.4K -51 -11%
PFWA
3357
Paces Ferry Wealth Advisors
Georgia
$317K -$6.17K -8 -2%
XSC
3358
X-Square Capital
Puerto Rico
$317K +$317K +411 New
RRA
3359
Round Rock Advisors
Connecticut
$317K -$773 -1 -0.2%
VFPW
3360
Vantage Financial Partners (Wisconsin)
Wisconsin
$317K -$3.86K -5 -1%
EA
3361
Enclave Advisors
Texas
$317K +$23.2K +30 +8%
IWP
3362
Insight Wealth Partners
Texas
$316K -$307K -398 -49%
MCCA
3363
Mill Creek Capital Advisors
Pennsylvania
$316K -$31.7K -41 -9%
RCI
3364
RS Crum Inc
California
$316K +$1.54K +2 +0.5%
CC
3365
Commons Capital
Massachusetts
$315K +$38.6K +50 +14%
GCA
3366
Gallagher Capital Advisors
Texas
$315K +$315K +408 New
KDA
3367
Kraft Davis & Associates
Missouri
$315K +$59.3K +68 +23%
SBWIC
3368
Schaper Benz & Wise Investment Counsel
Wisconsin
$314K -$110K -143 -26%
MPCA
3369
Madison Park Capital Advisors
Washington
$314K -$120K -156 -28%
LFS
3370
Littlejohn Financial Services
Oregon
$313K +$313K +406 New
GSIS
3371
Global Strategic Investment Solutions
Arizona
$313K -$58.7K -76 -16%
CPCM
3372
Cardinal Point Capital Management
Ontario, Canada
$313K +$1.54K +2 +0.5%
PTCG
3373
Pring Turner Capital Group
California
$312K -$110K -143 -26%
SC
3374
Seldon Capital
California
$312K – – –
CW
3375
Curio Wealth
Maryland
$312K +$312K +404 New
133 134
135
136 137