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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 %
GPA
3426
Guerra Pan Advisors
New Jersey
$289K – – –
CNC
3427
Citizens & Northern Corp
Pennsylvania
$289K +$74.1K +96 +35%
GI
3428
Gradient Investments
Minnesota
$287K -$4.63K -6 -2%
LWM
3429
Lodestone Wealth Management
Washington
$287K -$40.9K -53 -12%
HR
3430
Howe & Rusling
New York
$286K -$27K -35 -9%
CLA
3431
Carnegie Lake Advisors
New Jersey
$286K – – –
AWA
3432
ARQ Wealth Advisors
Arizona
$286K -$1.54K -2 -0.5%
WJA
3433
Willis Johnson & Associates
Texas
$286K -$264K -342 -48%
HFS
3434
Hoge Financial Services
Pennsylvania
$285K -$10.8K -14 -4%
WB
3435
West Bancorporation
Iowa
$285K – – –
SWA
3436
Sax Wealth Advisors
New Jersey
$284K +$10K +13 +4%
LRIA
3437
Leonard Rickey Investment Advisors
Washington
$284K – – –
AWM
3438
AllSquare Wealth Management
New York
$283K +$23.9K +31 +9%
MWM
3439
Merriman Wealth Management
Washington
$283K -$467K -604 -62%
MWA
3440
MFA Wealth Advisors
Pennsylvania
$283K +$18.5K +24 +7%
LWMT
3441
Legacy Wealth Management (Tennessee)
Tennessee
$282K -$6.95K -9 -2%
ACM
3442
Ashford Capital Management
Delaware
$282K -$17K -22 -6%
PFM
3443
Peak Financial Management
Massachusetts
$282K +$105K +136 +59%
RPGK
3444
Retirement Planning Group (Kansas)
Kansas
$281K +$13.9K +18 +5%
TCM
3445
Teza Capital Management
Illinois
$281K -$3.61M -4,676 -93%
SI
3446
Saxon Interests
Texas
$281K -$61.8K -80 -18%
MWP
3447
Meredith Wealth Planning
Illinois
$280K – – –
AI
3448
Axecap Investments
Ohio
$280K -$801K -1,037 -74%
TWM
3449
TriaGen Wealth Management
California
$279K -$540K -700 -66%
MA
3450
MAS Advisors
Florida
$279K – – –
136 137
138
139 140