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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 %
COA
3401
Crown Oak Advisors
California
$302K +$302K +391 New
BMM
3402
Berkshire Money Management
Massachusetts
$302K +$302K +391 New
RIP
3403
RAM Investment Partners
Washington
$302K -$44.7K -58 -13%
GPWM
3404
Grant Private Wealth Management
California
$301K +$301K +390 New
GGA
3405
Granite Group Advisors
Connecticut
$300K – – –
BA
3406
BIP Alliance
Georgia
$300K +$300K +388 New
GCM
3407
Gallacher Capital Management
Colorado
$299K -$21.6K -28 -7%
BCM
3408
BluePointe Capital Management
California
$297K +$297K +385 New
PAM
3409
Peak Asset Management
Colorado
$296K – – –
PA
3410
Parkside Advisors
California
$295K – – –
VI
3411
VanderPol Investments
Michigan
$294K +$19.3K +25 +7%
SF
3412
Slagle Financial
Illinois
$294K +$3.09K +4 +1%
FCG
3413
Fielder Capital Group
Tennessee
$294K -$771 -1 -0.3%
PGIM
3414
Pacific Global Investment Management
California
$293K -$5.03M -6,517 -94%
FWM
3415
Forefront Wealth Management
Pennsylvania
$293K +$293K +379 New
SFG
3416
Sterling Financial Group
California
$293K +$10K +13 +4%
EMC
3417
Everest Management Corp
California
$292K +$292K +378 New
UPS
3418
UHLMANN PRICE SECURITIES
Illinois
$292K – – –
O3W
3419
Omni 360 Wealth
New Jersey
$291K +$5.41K +7 +2%
LC
3420
Landaas & Company
Wisconsin
$291K – – –
NWM
3421
Napa Wealth Management
California
$290K -$2.06M -2,672 -88%
CCA
3422
Carrera Capital Advisors
Michigan
$290K +$77.9K +101 +37%
DWM
3423
Darwin Wealth Management
Florida
$290K -$39.4K -51 -12%
SFP
3424
Strategic Financial Partners
Oregon
$290K +$290K +375 New
KA
3425
Kooman & Associates
Pennsylvania
$289K -$772 -1 -0.3%
135 136
137
138 139