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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 %
RA
3451
Resolute Advisors
California
$279K +$279K +361 New
BSAM
3452
Blue Square Asset Management
New York
$278K – – –
AIA
3453
Affinity Investment Advisors
California
$278K – – –
CM
3454
Cornerstone Management
Georgia
$277K – – –
WFA
3455
WestHill Financial Advisors
California
$277K -$7.72K -10 -3%
GFP
3456
Guardian Financial Partners
California
$277K -$293K -379 -51%
BFS
3457
Burkett Financial Services
South Carolina
$276K -$8.5K -11 -3%
LODC
3458
Lanham O'Dell & Company
West Virginia
$276K +$1.54K +2 +0.6%
KPWG
3459
KFA Private Wealth Group
Virginia
$275K +$10K +13 +4%
IPW
3460
Invictus Private Wealth
Colorado
$275K -$50.2K -65 -15%
PG
3461
Prostatis Group
Maryland
$275K +$275K +356 New
MPIA
3462
Mountain Pacific Investment Advisers
Idaho
$274K -$23.2K -30 -8%
PWA
3463
Provenance Wealth Advisors
Florida
$274K – – –
MWPCG
3464
Measured Wealth Private Client Group
New Hampshire
$274K +$1.54K +2 +0.6%
GJIA
3465
Glass Jacobson Investment Advisors
Maryland
$274K +$11.6K +15 +4%
GRA
3466
Golden Road Advisors
Florida
$273K +$2.32K +3 +0.9%
AWG
3467
Altus Wealth Group
Colorado
$272K +$21.6K +28 +9%
WA
3468
Whipplewood Advisors
Colorado
$272K +$272K +352 New
TSS
3469
Two Sigma Securities
New York
$271K -$4.85M -6,276 -95%
CI
3470
CacheTech Inc
Utah
$271K -$80.4K -104 -23%
AWM
3471
Adams Wealth Management
Utah
$271K -$80.4K -104 -23%
SCM
3472
Stordahl Capital Management
Colorado
$270K – – –
PAM
3473
Paradigm Asset Management
New York
$270K -$1.54M -2,000 -85%
CAIMH
3474
Central Asset Investments & Management Holdings
Hong Kong
$270K +$270K +350 New
DC
3475
Dahring Cusmano
Michigan
$270K +$270K +350 New
137 138
139
140 141