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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 %
NCMW
4026
Northern Capital Management (Washington)
Washington
– -$211K -238 Closed
AIA
4027
Arbor Investment Advisors
North Carolina
– -$210K -237 Closed
JSA
4028
Jim Saulnier & Associates
Colorado
– -$210K -237 Closed
SHFP
4029
Second Half Financial Partners
Florida
– -$210K -237 Closed
SDWIA
4030
Schwarz Dygos Wheeler Investment Advisors
Minnesota
– -$210K -237 Closed
RA
4031
Riversedge Advisors
Delaware
– -$208K -235 Closed
MC
4032
McCarthy & Cox
Ohio
– -$207K -233 Closed
MC
4033
Martin & Co
Tennessee
– -$206K -232 Closed
LRWA
4034
Long Run Wealth Advisors
New York
– -$206K -232 Closed
CNFG
4035
Creegan & Nassoura Financial Group
New Hampshire
– -$206K -232 Closed
MCM
4036
Mainstay Capital Management
Michigan
– -$203K -229 Closed
CI
4037
Carroll Investors
South Carolina
– -$202K -228 Closed
PFP
4038
Paragon Financial Partners
California
– -$202K -228 Closed
AGA
4039
Arkos Global Advisors
Texas
– -$202K -228 Closed
AFM
4040
Abbot Financial Management
Massachusetts
– -$202K -228 Closed
SIA
4041
SeaBridge Investment Advisors
New Jersey
– -$201K -227 Closed
SLC
4042
Second Line Capital
Louisiana
– -$201K -227 Closed
IF
4043
IRON Financial
Illinois
– -$201K -227 Closed
CNWM
4044
Clay Northam Wealth Management
California
– -$200K -226 Closed
SHIM
4045
Stone House Investment Management
Pennsylvania
– -$142K -161 Closed
DWS
4046
Dynamic Wealth Strategies
California
– -$138K -156 Closed
PH
4047
Pinnacle Holdings
Oklahoma
– -$113K -127 Closed
AF
4048
Aviso Financial
Ontario, Canada
– -$95.7K -108 Closed
CPA
4049
Clear Point Advisors
New York
– -$88.6K -100 Closed
RWA
4050
Redmont Wealth Advisors
Illinois
– -$45.2K -51 Closed
159 160 161
162
163