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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 %
RW
3976
REDW Wealth
New Mexico
– -$322K -363 Closed
MPM
3977
MBB Public Markets
Illinois
– -$319K -360 Closed
LFP
3978
Lakeshore Financial Planning
Michigan
– -$319K -360 Closed
SPWM
3979
Schrum Private Wealth Management
Florida
– -$312K -352 Closed
RH
3980
RFG Holdings
Texas
– -$304K -343 Closed
OCM
3981
Objective Capital Management
Ohio
– -$298K -336 Closed
MKA
3982
M. Kulyk & Associates
Georgia
– -$295K -333 Closed
ADIM
3983
Alpha DNA Investment Management
Maryland
– -$285K -322 Closed
AFS
3984
Access Financial Services
Minnesota
– -$284K -321 Closed
RAG
3985
RIA Advisory Group
Iowa
– -$282K -319 Closed
OGF
3986
Orin Green Financial
California
– -$271K -306 Closed
SC
3987
Sepio Capital
Utah
– -$255K -288 Closed
KWA
3988
Kellett Wealth Advisors
Ohio
– -$254K -287 Closed
XS
3989
XR Securities
Illinois
– -$252K -285 Closed
BP
3990
BCK Partners
New York
– -$252K -284 Closed
RPA
3991
Rock Point Advisors
Vermont
– -$248K -280 Closed
EC
3992
EntryPoint Capital
New York
– -$246K -278 Closed
WR
3993
WD Rutherford
Oregon
– -$243K -274 Closed
PWM
3994
Power Wealth Management
Georgia
– -$236K -266 Closed
PCMK
3995
Paragon Capital Management (Kansas)
Kansas
– -$233K -263 Closed
TIM
3996
Total Investment Management
Arizona
– -$231K -261 Closed
SPIA
3997
Strategic Point Investment Advisors
Rhode Island
– -$229K -258 Closed
ACA
3998
Ackerman Capital Advisors
Texas
– -$228K -257 Closed
PSIWM
3999
Paradigm Strategies in Wealth Management
Minnesota
– -$226K -255 Closed
OCFG
4000
O'Connor Financial Group
Illinois
– -$224K -253 Closed
158 159
160
161 162