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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 %
IHWM
3801
Iron Horse Wealth Management
Iowa
$25.5K – – –
RFA
3802
Reyes Financial Architecture
California
$23.9K +$23.9K +31 New
LAMC
3803
Longview Asset Management (California)
California
$23.2K +$23.2K +30 New
1L
3804
10Elms LLP
Oklahoma
$23.2K +$23.2K +30 New
CMA
3805
Cedar Mountain Advisors
Oregon
$20.1K -$15.5K -20 -43%
MIA
3806
MeadowBrook Investment Advisors
Michigan
$20.1K – – –
KA
3807
Kozak & Associates
Colorado
$19.6K +$7.86K +10 +67%
MSWA
3808
Marshall & Sterling Wealth Advisors
New York
$19.4K +$19.4K +26 New
BCM
3809
Blume Capital Management
California
$19.3K -$11.6K -15 -38%
TIM
3810
Thompson Investment Management
Wisconsin
$19.3K – – –
WCM
3811
WealthTrak Capital Management
Virginia
$19.3K +$19.3K +25 New
CWM
3812
Copia Wealth Management
Oregon
$19.3K +$19.3K +25 New
TCM
3813
TD Capital Management
Tennessee
$18.6K +$1.55K +2 +9%
PS
3814
PayPay Securities
Japan
$14.7K -$3.09K -4 -17%
VWWMG
3815
Vermillion & White Wealth Management Group
Pennsylvania
$14.7K – – –
CPA
3816
Compass Planning Associates
Massachusetts
$14.7K +$14.7K +19 New
PWA
3817
Principia Wealth Advisory
Texas
$14.7K +$14.7K +19 New
WCM
3818
Westend Capital Management
California
$13.9K -$5.14M -6,664 -100%
RJA
3819
Ross\Johnson & Associates
Minnesota
$13.1K +$13.1K +17 New
WW
3820
Winnow Wealth
Texas
$12.4K +$12.4K +17 New
DF
3821
DecisionPoint Financial
Arizona
$12.4K – – –
DCM
3822
Davis Capital Management
Florida
$12.4K -$77.2K -100 -86%
JFG
3823
JDM Financial Group
Texas
$11.6K -$6.95K -9 -38%
CNBTD
3824
Citizens National Bank Trust Department
Mississippi
$11.6K – – –
PCFFS
3825
Pacific Center for Financial Services
California
$11.6K +$772 +1 +7%
151 152
153
154 155