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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 %
NECFA
3826
New England Capital Financial Advisors
Connecticut
$11K – – –
TPW
3827
Talon Private Wealth
Florida
$10K – – –
WMS
3828
Wealth Management Strategies
Pennsylvania
$9.46K +$9.46K +1,226 New
RL
3829
Rogco LP
Oklahoma
$9.26K – – –
DWA
3830
Delos Wealth Advisors
Texas
$9.26K +$9.26K +12 New
RPA
3831
Redwood Park Advisors
California
$8.49K +$8.49K +11 New
PWM
3832
Parkworth Wealth Management
California
$8.49K +$8.49K +11 New
MS
3833
Mizuho Securities
Japan
$7.74K -$704K -910 -99%
SC
3834
Steph & Co
Wisconsin
$7.72K – – –
SGC
3835
Slocum, Gordon & Co
Rhode Island
$7.72K – – –
BCH
3836
Berkshire Capital Holdings
California
$7.72K – – –
WA
3837
WestEnd Advisors
North Carolina
$7.72K +$772 +1 +11%
FGC
3838
Financial Gravity Companies
Texas
$7.72K +$7.72K +10 New
DCM
3839
Disciplina Capital Management
Tennessee
$7.51K – – –
DMIC
3840
Dixon Mitchell Investment Counsel
British Columbia, Canada
$6.95K +$6.95K +9 New
Belvedere Trading
3841
Belvedere Trading
Illinois
$6.95K +$6.95K +9 New
LIS
3842
Legacy Investment Solutions
Idaho
$6.15K +$6.15K +7 New
LWMI
3843
Legacy Wealth Management (Idaho)
Idaho
$6.15K +$6.15K +7 New
RTL
3844
Red Tortoise LLC
Georgia
$5.4K – – –
LAM
3845
Lummis Asset Management
Texas
$4.63K – – –
SWM
3846
Sanctuary Wealth Management
Idaho
$4.63K – – –
LWA
3847
Lowe Wealth Advisors
Maryland
$4.63K +$4.63K +6 New
AIP
3848
Alexis Investment Partners
Texas
$4.63K +$4.63K +6 New
NS
3849
NBC Securities
Alabama
$4.41K -$4.42M -5,014 -100%
LIM
3850
Longfellow Investment Management
Massachusetts
$3.86K – – –
152 153
154
155 156