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Eli Lilly
LLY

Overview Fund Activity

3,865 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, 1,464 reducing their positions, and 195 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,865
Holders Change
+235
Holders Change %
+6.47%
% 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
1,464
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
+$1.55B
2
Capital International Investors
Capital International Investors
California
+$1.27B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.15B
4
Northern Trust
Northern Trust
Illinois
+$930M
5
UBS AM
UBS AM
Illinois
+$748M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$7.21B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.59B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.93B
4
Jennison Associates
Jennison Associates
New York
-$1.66B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
801
Core Alternative Capital
Georgia
$12.5M +$250K +324 +2%
GIA
802
Gladstone Institutional Advisory
Florida
$12.4M -$46.3K -60 -0.4%
MFIM
803
Mesirow Financial Investment Management
Illinois
$12.4M +$33.2K +43 +0.3%
NSLI
804
Nan Shan Life Insurance
Taiwan
$12.3M +$12.3M +15,966 New
NG
805
NWK Group
California
$12.3M +$107K +138 +0.9%
SW
806
SVB Wealth
Massachusetts
$12.3M +$12.3M +15,914 New
FCM
807
Fourpath Capital Management
Oklahoma
$12.3M -$1.91M -2,479 -13%
OWP
808
Obermeyer Wealth Partners
Colorado
$12.3M +$754K +977 +7%
BAAM
809
Baker Avenue Asset Management
California
$12.3M +$47.9K +62 +0.4%
SAM
810
Strategy Asset Managers
California
$12.2M -$85.7K -111 -0.7%
GI
811
GLOBALT Investments
Georgia
$12.1M -$3.31M -4,292 -21%
MOS
812
MGO One Seven
Ohio
$12.1M +$41.7K +54 +0.3%
BCP
813
Blue Chip Partners
Michigan
$12M +$222K +287 +2%
CAM
814
Cidel Asset Management
Ontario, Canada
$12M +$2.22M +2,874 +23%
HIC
815
Hartline Investment Corp
Illinois
$12M -$8.83M -11,441 -42%
FWM
816
Finer Wealth Management
Massachusetts
$12M -$350K -454 -3%
B
817
Bensler
Washington
$11.9M +$1.04M +1,344 +10%
JCM
818
Jag Capital Management
Missouri
$11.9M -$9.34M -12,100 -44%
GCM
819
GKV Capital Management
California
$11.9M +$11.9M +15,462 New
DAS
820
Dynamic Advisor Solutions
Arizona
$11.9M -$1.25M -1,620 -10%
LWANC
821
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.9M -$331K -429 -3%
PCM
822
Princeton Capital Management
New Jersey
$11.9M +$383K +496 +3%
SCM
823
Sirios Capital Management
Massachusetts
$11.9M -$359K -465 -3%
LFG
824
Larson Financial Group
Missouri
$11.9M +$394K +511 +3%
MSWMA
825
Market Street Wealth Management Advisors
Indiana
$11.8M -$27K -35 -0.2%
31 32
33
34 35