LLY icon

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 %
PI
1101
PFG Investments
New York
$6.82M +$974K +1,262 +17%
HAIM
1102
Hunter Associates Investment Management
Pennsylvania
$6.81M -$3.86K -5 -0.1%
WFM
1103
Wolff Financial Management
Michigan
$6.8M -$173K -224 -2%
SWP
1104
Sagespring Wealth Partners
Tennessee
$6.79M +$6.79M +8,800 New
CCB
1105
Cutter & Co Brokerage
Missouri
$6.78M +$1.49M +1,925 +28%
DWA
1106
Douglass Winthrop Advisors
New York
$6.78M -$77.2K -100 -1%
KWA
1107
Kingswood Wealth Advisors
California
$6.76M -$4.53M -5,873 -40%
HWM
1108
Heirloom Wealth Management
Colorado
$6.76M +$540K +700 +9%
CDDEC
1109
Caisse Des Depots Et Consignations
France
$6.75M +$6.75M +8,748 New
RMCM
1110
Reynders McVeigh Capital Management
Massachusetts
$6.75M -$71K -92 -1%
CWS
1111
Confluence Wealth Services
Pennsylvania
$6.74M +$1.28M +1,665 +23%
WANY
1112
Wealthspire Advisors (New York)
New York
$6.72M +$1.29M +1,672 +24%
FRA
1113
Frank Rimerman Advisors
California
$6.72M -$4.43M -5,744 -40%
GL
1114
Graypoint LLC
New York
$6.72M +$294K +381 +5%
P
1115
Pitcairn
Pennsylvania
$6.71M -$186K -241 -3%
PSFG
1116
Prairie Sky Financial Group
Illinois
$6.7M -$39.4K -51 -0.6%
TCOV
1117
Trust Company of Vermont
Vermont
$6.68M +$418K +542 +7%
CA
1118
Commerzbank Aktiengesellschaft
Germany
$6.67M +$1.87M +2,418 +39%
FFM
1119
Forum Financial Management
Illinois
$6.65M +$205K +265 +3%
KJHP
1120
K.J. Harrison & Partners
Ontario, Canada
$6.65M +$112K +144 +2%
SAM
1121
Simplify Asset Management
Nevada
$6.65M -$8.09M -10,473 -55%
GWM
1122
Geneos Wealth Management
Colorado
$6.62M -$354K -458 -5%
AF
1123
Arrow Financial
New York
$6.62M -$121K -157 -2%
SHGA
1124
Sand Hill Global Advisors
California
$6.61M -$46.3K -60 -0.7%
ET
1125
Equitable Trust
Tennessee
$6.61M +$13.1K +17 +0.2%
43 44
45
46 47