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Eli Lilly
LLY

Overview Fund Activity

3,863 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, 1,462 reducing their positions, and 195 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,863
Holders Change
+234
Holders Change %
+6.45%
% 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
1,462
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
$9.75B
2
Capital International Investors
Capital International Investors
California
$6.74B
3
Capital Research Global Investors
Capital Research Global Investors
California
$8.3B
4
Northern Trust
Northern Trust
Illinois
$7.29B
5
UBS AM
UBS AM
Illinois
$5.47B

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$11.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.5B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$23.6B
4
Jennison Associates
Jennison Associates
New York
$3.7B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAI
3776
Fiduciary Advisors Inc
Missouri
$57.9K +$57.9K +75 New
FC
3777
Family CFO
California
$54.8K – – –
TFA
3778
Toth Financial Advisory
Virginia
$54K +$3.09K +4 +6%
CFS
3779
Compass Financial Services
Iowa
$50.3K +$50.3K +65 New
HC
3780
Hoese & Co
Minnesota
$50.2K – – –
PMIM
3781
Prudent Man Investment Management
Colorado
$47.9K +$47.9K +62 New
FIA
3782
FPC Investment Advisory
California
$44.6K +$34.9K +43 +358%
DP
3783
Denver PWM
Colorado
$44.1K -$10.8K -14 -20%
HCA
3784
Heck Capital Advisors
Wisconsin
$43.2K – – –
CJ
3785
Caitlin John
Michigan
$43K -$19.2K -25 -31%
IUHSA
3786
Itau Unibanco Holding S.A.
Brazil
$42.5K -$28.6K -37 -40%
T
3787
Tidemark
California
$42.5K +$3.86K +5 +10%
CCMI
3788
Creative Capital Management Investments
California
$40.1K – – –
SJIM
3789
St. Johns Investment Management
Florida
$39.4K – – –
WPWM
3790
Western Pacific Wealth Management
Illinois
$38.8K – – –
OBWP
3791
O'Brien Wealth Partners
Massachusetts
$36.3K – – –
WFA
3792
West Financial Advisors
Iowa
$35.5K -$14.7K -19 -29%
HWP
3793
Highline Wealth Partners
California
$34.8K +$15.5K +20 +80%
EFP
3794
EnRich Financial Partners
Wisconsin
$32.7K – – –
MIM
3795
Manitou Investment Management
Ontario, Canada
$30.9K – – –
KHC
3796
Koesten Hirschmann & Crabtree
Kansas
$30.9K +$30.9K +40 New
PPA
3797
Painted Porch Advisors
California
$29.3K +$13.9K +18 +90%
MCM
3798
MidAtlantic Capital Management
Virginia
$26.2K – – –
PG
3799
Proffitt & Goodson
Tennessee
$25.5K -$4.63K -6 -15%
IHWM
3800
Iron Horse Wealth Management
Iowa
$25.5K – – –
150 151
152
153 154