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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 %
FWM
4001
FMB Wealth Management
California
– -$223K -252 Closed
IGGA
4002
Iron Gate Global Advisors
Utah
– -$224K -252 Closed
EAM
4003
Everstar Asset Management
North Carolina
– -$222K -251 Closed
PA
4004
Prism Advisors
California
– -$222K -251 Closed
FI
4005
Financial Insights
Washington
– -$221K -250 Closed
LGWM
4006
Litman Gregory Wealth Management
California
– -$221K -250 Closed
SCM
4007
Stonehearth Capital Management
Massachusetts
– -$221K -250 Closed
HG
4008
Harbor Group
New Hampshire
– -$222K -250 Closed
BIA
4009
Benchmark Investment Advisors
Illinois
– -$221K -249 Closed
MHWM
4010
Montz Harcus Wealth Management
Louisiana
– -$221K -249 Closed
BIM
4011
Bullseye Investment Management
Ohio
– -$207K -249 Closed
HP
4012
Holistic Planning
Texas
– -$221K -249 Closed
WW
4013
Waterfront Wealth
Kansas
– -$224K -248 Closed
FFM
4014
Flagstone Financial Management
Nebraska
– -$220K -248 Closed
DWAM
4015
Duncan Williams Asset Management
Tennessee
– -$219K -247 Closed
CFA
4016
Cahill Financial Advisors
Minnesota
– -$219K -247 Closed
SVWG
4017
Shared Vision Wealth Group
United States
– -$218K -246 Closed
KWM
4018
Koa Wealth Management
California
– -$218K -246 Closed
EFG
4019
Ehrlich Financial Group
California
– -$217K -245 Closed
HWA
4020
Heartwood Wealth Advisors
Virginia
– -$216K -244 Closed
ELM
4021
Elite Life Management
Florida
– -$215K -242 Closed
SF
4022
Safeguard Financial
Wisconsin
– -$214K -241 Closed
BIP
4023
Blue Investment Partners
California
– -$213K -240 Closed
SDWMA
4024
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$212K -239 Closed
LAM
4025
Lifestyle Asset Management
Texas
– -$212K -239 Closed
159 160
161
162 163