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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 %
RBFC
1026
Roman Butler Fullerton & Co
Missouri
$7.84M -$265K -328 -3%
RCM
1027
Radnor Capital Management
Pennsylvania
$7.83M -$1.68M -2,174 -18%
TVWM
1028
Tower View Wealth Management
Wisconsin
$7.81M +$50.2K +65 +0.6%
CWP
1029
Capital Wealth Planning
Florida
$7.81M -$1.17M -1,513 -13%
SAM
1030
Stansberry Asset Management
Texas
$7.79M +$2.33M +3,021 +43%
CHP
1031
Cable Hill Partners
Oregon
$7.78M -$2.17M -2,812 -22%
NW
1032
Naviter Wealth
Arkansas
$7.73M +$3.49M +4,525 +82%
CCP
1033
Clarkston Capital Partners
Michigan
$7.72M -$57.9K -75 -0.7%
AGAM
1034
Avalon Global Asset Management
California
$7.72M – – –
AMIM
1035
Aull & Monroe Investment Management
Alabama
$7.71M -$154K -200 -2%
FHA
1036
First Horizon Advisors
Tennessee
$7.69M -$77.2K -100 -1%
NFC
1037
Northeast Financial Consultants
Connecticut
$7.69M +$18.5K +24 +0.2%
FNBOMD
1038
First National Bank of Mount Dora
Florida
$7.66M -$114K -148 -1%
STAS
1039
Strong Tower Advisory Services
Minnesota
$7.66M +$245K +318 +3%
FBT
1040
First Bankers Trust
Kentucky
$7.65M -$151K -195 -2%
PCM
1041
Perkins Capital Management
Minnesota
$7.65M -$1.9M -2,466 -20%
CPL
1042
Capital & Planning LLC
Georgia
$7.65M +$7.65M +9,903 New
CW
1043
CreativeOne Wealth
Kansas
$7.64M +$1.14M +1,483 +18%
HWMO
1044
Heritage Wealth Management (Ohio)
Ohio
$7.61M -$117K -152 -2%
RIL
1045
Rothschild Investment LLC
Illinois
$7.61M +$430K +557 +6%
JWCA
1046
J.W. Cole Advisors
Florida
$7.6M +$232K +300 +3%
SMH
1047
Sanders Morris Harris
Texas
$7.56M -$107K -137 -1%
CFSG
1048
Community Financial Services Group
Vermont
$7.54M +$510K +660 +7%
WAP
1049
Wealthcare Advisory Partners
Pennsylvania
$7.52M -$392K -508 -5%
CIA
1050
Cohen Investment Advisors
New Hampshire
$7.49M -$40.1K -52 -0.5%
40 41
42
43 44