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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 %
ECA
3501
Elevate Capital Advisors
Colorado
$262K +$262K +340 New
GBWM
3502
Granite Bay Wealth Management
New Hampshire
$262K +$262K +340 New
AAMC
3503
Asset Allocation & Management Company
Illinois
$262K +$262K +340 New
HWM
3504
Horizons Wealth Management
North Carolina
$261K – – –
CCM
3505
Cohen Capital Management
California
$261K +$20.8K +27 +9%
AF
3506
AGP Franklin
Tennessee
$261K +$261K +338 New
WFG
3507
Wormser Freres Gestion
France
$259K +$153K +197 +145%
DI
3508
Disciplined Investments
Oklahoma
$259K -$13.9K -18 -5%
VIM
3509
Vista Investment Management
Pennsylvania
$259K -$2.32K -3 -0.9%
TCM
3510
TruNorth Capital Management
Michigan
$259K – – –
NI
3511
NDVR Inc
Massachusetts
$259K +$43.2K +56 +20%
MAM
3512
MWA Asset Management
Massachusetts
$259K +$54K +70 +26%
OWA
3513
One Wealth Advisors
California
$258K – – –
CWA
3514
Cornerstone Wealth Advisors
Minnesota
$257K – – –
RFS
3515
Richardson Financial Services
Massachusetts
$257K +$202K +261 +368%
DBRC
3516
D.B. Root & Company
Pennsylvania
$256K -$54.8K -71 -18%
LSWM
3517
Lorne Steinberg Wealth Management
Canada
$256K – – –
FEM
3518
Fulcrum Equity Management
Texas
$255K -$179K -232 -41%
WPC
3519
White Pine Capital
Minnesota
$255K – – –
AV
3520
Aspiring Ventures
Ohio
$255K +$255K +351 New
HGERS
3521
Householder Group Estate & Retirement Specialist
Arizona
$254K -$3.25M -4,228 -93%
VC
3522
Veery Capital
Delaware
$253K +$3.86K +5 +2%
CMP
3523
Courage Miller Partners
Virginia
$252K – – –
AGDI
3524
Absolute Gestao de Investimentos
Brazil
$252K +$252K +327 New
GWA
3525
Gutierrez Wealth Advisory
Arkansas
$252K +$252K +327 New
139 140
141
142 143