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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 %
SPWG
3376
Syntegra Private Wealth Group
Missouri
$311K +$311K +403 New
GCA
3377
Genesee Capital Advisors
New York
$311K – – –
FF
3378
Finley Financial
Nevada
$311K +$311K +416 New
DA
3379
Dash Acquisitions
California
$309K +$12.9K +16 +4%
MBI
3380
May Barnhard Investments
Maryland
$309K – – –
MUAMU
3381
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$309K -$1.08M -1,400 -78%
AIFAIM
3382
American Institute for Advanced Investment Management
Arizona
$309K – – –
PHIC
3383
Pine Haven Investment Counsel
Massachusetts
$309K – – –
FIC
3384
Family Investment Center
Missouri
$309K +$17.8K +23 +6%
QCIG
3385
Quad-Cities Investment Group
Iowa
$308K +$16.2K +21 +6%
BCM
3386
Brown Capital Management
Maryland
$308K – – –
TIP
3387
Torray Investment Partners
Maryland
$307K – – –
WPW
3388
Watershed Private Wealth
Illinois
$307K – – –
OWA
3389
ORBA Wealth Advisors
Illinois
$306K – – –
CCT
3390
Chemung Canal Trust
New York
$306K -$12.4K -16 -4%
VW
3391
Vance Wealth
California
$305K -$42.5K -55 -12%
LGW
3392
Leslie Global Wealth
Illinois
$305K -$3.86K -5 -1%
DFP
3393
Defined Financial Planning
California
$305K +$305K +395 New
FB
3394
Finward Bancorp
Indiana
$305K +$305K +395 New
SAF
3395
Smith Anglin Financial
Texas
$304K -$81.1K -105 -21%
SL
3396
Summitry LLC
California
$304K -$117K -152 -28%
KWAG
3397
Kiely Wealth Advisory Group
North Carolina
$304K – – –
RC
3398
Rovin Capital
Arizona
$304K -$8.49K -11 -3%
JWM
3399
Jessup Wealth Management
Ohio
$303K +$14.7K +19 +5%
CAWM
3400
Capital Advisors Wealth Management
Washington
$302K -$17K -22 -5%
134 135
136
137 138