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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 %
SCM
3551
Sterneck Capital Management
Missouri
$244K +$3.09K +4 +1%
AI
3552
Auour Investments
Massachusetts
$243K – – –
BIA
3553
Bell Investment Advisors
California
$243K -$6.95K -9 -3%
CWP
3554
Curated Wealth Partners
California
$242K -$1.54K -2 -0.6%
HSG
3555
Helen Stephens Group
Texas
$242K -$58.7K -76 -19%
GB
3556
Goepper Burkhardt
South Carolina
$242K -$9.26K -12 -4%
LFS
3557
Lutz Financial Services
Nebraska
$242K -$772 -1 -0.3%
BFWM
3558
Bright Futures Wealth Management
New York
$242K -$1.02M -1,268 -81%
TAM
3559
Trillium Asset Management
Massachusetts
$242K – – –
ACM
3560
Advance Capital Management
Michigan
$242K +$5.4K +7 +2%
PWP
3561
Phillips Wealth Planners
Mississippi
$242K +$25.6K +32 +12%
CWA
3562
Clarity Wealth Advisors
California
$241K -$39.4K -51 -14%
CANC
3563
Culbertson A N & Co
Virginia
$241K -$55.6K -72 -19%
BWM
3564
Biltmore Wealth Management
Arizona
$241K +$50.9K +66 +27%
PFW
3565
Petros Family Wealth
Minnesota
$240K +$240K +311 New
GC
3566
GFG Capital
Florida
$239K +$239K +309 New
SWA
3567
ShankerValleau Wealth Advisors
Illinois
$239K +$239K +309 New
FA
3568
Fiducient Advisors
Illinois
$238K -$3.86K -5 -2%
NCM
3569
Noesis Capital Mangement
Florida
$238K +$8.49K +11 +4%
ACM
3570
Absolute Capital Management
Pennsylvania
$238K +$24K +31 +11%
TFA
3571
Tobias Financial Advisors
Florida
$237K +$9.26K +12 +4%
FL
3572
FreeGulliver LLC
Louisiana
$237K +$36.3K +47 +18%
WWA
3573
Wingate Wealth Advisors
Massachusetts
$237K +$237K +307 New
KHCM
3574
Kirtland Hills Capital Management
Ohio
$237K +$47.9K +62 +25%
TPCM
3575
Templeton & Phillips Capital Management
Tennessee
$236K – – –
141 142
143
144 145