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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
3701
Sugarloaf Wealth Management
Georgia
$170K – – –
NCM
3702
Northwest Capital Management
Oregon
$169K +$14.7K +19 +10%
MTC
3703
Matrix Trust Company
Colorado
$164K +$164K +212 New
BGAI
3704
Bruce G. Allen Investments
Colorado
$163K -$1.54K -2 -0.9%
HC
3705
Hurley Capital
New York
$162K +$162K +203 New
KSB
3706
Kennebec Savings Bank
Maine
$159K -$15.2K -19 -9%
SNB
3707
Security National Bank
Nebraska
$156K -$70.3K -91 -31%
VIA
3708
Virtus Investment Advisers
Connecticut
$154K +$154K +200 New
MB
3709
Mizuho Bank
Japan
$154K +$154K +200 New
UIA
3710
Ulland Investment Advisors
Minnesota
$154K – – –
TCG
3711
Transcendent Capital Group
Oklahoma
$151K – – –
NWMP
3712
Noble Wealth Management PBC
Colorado
$151K +$151K +196 New
MFT
3713
Moisand Fitzgerald Tamayo
Florida
$150K +$14.7K +19 +11%
CIA
3714
Cape Investment Advisory
Georgia
$148K +$21.6K +28 +17%
SG
3715
Strid Group
Pennsylvania
$148K +$148K +192 New
OPTFSNA
3716
Old Point Trust & Financial Services N A
Virginia
$145K – – –
PIS
3717
POM Investment Strategies
North Carolina
$144K – – –
NC
3718
NewSquare Capital
Pennsylvania
$143K -$3.91M -5,063 -96%
SFA
3719
Semmax Financial Advisors
North Carolina
$140K – – –
MBFW
3720
Morton Brown Family Wealth
Pennsylvania
$137K +$3.09K +4 +2%
Q1WB
3721
Quest 10 Wealth Builders
Virginia
$136K +$136K +176 New
LFASL
3722
Lugano Financial Advisors SA (LFA)
Switzerland
$133K +$3.86K +5 +3%
CIAM
3723
Caitong International Asset Management
Hong Kong
$128K +$128K +166 New
MLA
3724
MB, Levis & Associates
Pennsylvania
$125K -$3.08K -4 -2%
AWM
3725
Abound Wealth Management
Tennessee
$123K +$1.55K +2 +1%
147 148
149
150 151