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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 %
SWM
3601
SK Wealth Management
Rhode Island
$230K – – –
SRA
3602
Secured Retirement Advisors
Minnesota
$230K -$23.2K -30 -9%
PP
3603
Pacifica Partners
Canada
$229K -$89.5K -115 -28%
RIM
3604
Rockbridge Investment Management
New York
$229K +$6.17K +8 +3%
HA
3605
HFG Advisors
Ohio
$229K -$48.6K -63 -18%
PK
3606
Pflug Koory
Nebraska
$229K – – –
HC
3607
Headland Capital
South Carolina
$228K +$228K +296 New
CSIA
3608
Conrad Siegel Investment Advisors
Pennsylvania
$228K -$17.8K -23 -7%
WWM
3609
Wiser Wealth Management
Georgia
$227K -$208K -269 -48%
BWCS
3610
Beirne Wealth Consulting Services
Connecticut
$227K – – –
DWM
3611
Dorchester Wealth Management
Quebec, Canada
$227K +$227K +294 New
BRIA
3612
Balanced Rock Investment Advisors
Massachusetts
$226K -$11.6K -15 -5%
CC
3613
Capital Counsel
New York
$225K – – –
AFM
3614
Aspetuck Financial Management
Connecticut
$225K +$225K +292 New
PAM
3615
PCG Asset Management
New Jersey
$225K +$225K +291 New
VW
3616
Veridan Wealth
Oregon
$224K +$224K +277 New
CWA
3617
Carolina Wealth Advisors
South Carolina
$224K +$117K +151 +109%
RS
3618
R Squared
Hong Kong
$224K +$224K +290 New
PRP
3619
Peak Retirement Planning
Ohio
$223K +$223K +288 New
EIG
3620
Ellenbecker Investment Group
Wisconsin
$223K +$20.1K +26 +10%
PPWM
3621
Perissos Private Wealth Management
Oklahoma
$223K -$127K -164 -36%
CDWM
3622
Campbell Deegan Wealth Management
Virginia
$222K +$222K +288 New
CW
3623
Code Waechter
Florida
$222K -$103K -134 -32%
JF
3624
Joule Financial
Kentucky
$222K -$91.9K -119 -29%
NO
3625
Ninety One
South Africa
$222K +$222K +288 New
143 144
145
146 147