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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 %
NWMG
3526
National Wealth Management Group
Ohio
$252K +$40.2K +52 +19%
SPP
3527
Single Point Partners
Massachusetts
$252K +$252K +326 New
MWM
3528
Maridea Wealth Management
New York
$252K +$252K +326 New
SFS
3529
Sharp Financial Services
Pennsylvania
$252K – – –
MLIC
3530
Mandatum Life Insurance Company
Finland
$252K +$29.3K +38 +13%
PP
3531
PFS Partners
New Jersey
$251K – – –
HIIFS
3532
Harel Insurance Investments & Financial Services
Israel
$251K -$62.6K -81 -20%
TLCM
3533
Twin Lakes Capital Management
California
$251K – – –
IW
3534
Instrumental Wealth
Florida
$251K – – –
EWA
3535
Evolution Wealth Advisors
Florida
$250K +$6.96K +9 +3%
SC
3536
Stance Capital
Massachusetts
$250K +$250K +324 New
IWM
3537
Iams Wealth Management
Nebraska
$249K -$164K -213 -40%
SR
3538
Syntax Research
Florida
$249K – – –
SC
3539
Sierra Capital
Florida
$249K +$58.6K +76 +31%
IAS
3540
Investment Advisory Services
Texas
$248K +$18.5K +24 +8%
AFWM
3541
AMJ Financial Wealth Management
Virginia
$248K -$2.32K -3 -0.9%
FDDB
3542
Fidelity D&D Bancorp
Pennsylvania
$248K -$3.09K -4 -1%
MFS
3543
Madrona Financial Services
Washington
$248K +$30.1K +39 +14%
CST
3544
Charles Schwab Trust
Nevada
$248K +$73.3K +95 +42%
CWMA
3545
Capstone Wealth Management (Alabama)
Alabama
$248K +$248K +321 New
PCM
3546
Palisade Capital Management
New Jersey
$247K – – –
LIA
3547
LifePlan Investment Advisors
North Carolina
$246K +$10.8K +14 +5%
AA
3548
ACT Advisors
North Carolina
$246K +$30.9K +40 +14%
EWA
3549
ERTS Wealth Advisors
Michigan
$245K – – –
OWM
3550
Opes Wealth Management
California
$244K +$61.8K +80 +34%
140 141
142
143 144