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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 %
ONST
1226
Old North State Trust
North Carolina
$5.5M -$54K -70 -1%
HCM
1227
Highview Capital Management
Illinois
$5.46M +$238K +308 +5%
OCAM
1228
Onex Canada Asset Management
Ontario, Canada
$5.45M -$37.1K -48 -0.7%
PNAA
1229
Pictet North America Advisors
Switzerland
$5.44M – – –
OSNBOA
1230
Old Second National Bank of Aurora
Illinois
$5.44M -$54K -70 -1%
TWP
1231
Tyche Wealth Partners
Texas
$5.44M +$1.87M +2,427 +53%
CNBT
1232
Canandaigua National Bank & Trust
New York
$5.42M -$1.01M -1,314 -16%
SIM
1233
Stratos Investment Management
Ohio
$5.42M +$80.3K +104 +2%
DA
1234
DCF Advisers
Connecticut
$5.4M – – –
NG
1235
Norden Group
Utah
$5.4M +$2.36M +3,054 +78%
BF
1236
bLong Financial
Tennessee
$5.37M +$5.37M +6,953 New
LBC
1237
Lowe Brockenbrough & Co
Virginia
$5.37M – – –
RIA
1238
Richwood Investment Advisors
Ohio
$5.36M -$33.2K -43 -0.6%
EFG
1239
Elm3 Financial Group
Georgia
$5.32M +$5.32M +6,895 New
TYCC
1240
Texas Yale Capital Corp
Florida
$5.32M +$133K +172 +3%
CAM
1241
Centre Asset Management
New York
$5.31M -$477K -618 -8%
ISL
1242
Ingalls & Snyder LLC
New York
$5.31M -$100K -130 -2%
RWA
1243
Redhawk Wealth Advisors
Minnesota
$5.3M +$242K +313 +5%
MWA
1244
Meridian Wealth Advisors
Texas
$5.3M -$22.4K -29 -0.4%
PWG
1245
Portside Wealth Group
Utah
$5.3M +$2.86M +3,702 +117%
KA
1246
KLCM Advisors
Wisconsin
$5.29M – – –
TPWA
1247
TRUE Private Wealth Advisors
Oregon
$5.28M +$6.95K +9 +0.1%
LFAS
1248
Level Four Advisory Services
Texas
$5.28M -$1.58M -2,053 -23%
SPG
1249
Strategic Planning Group
Utah
$5.28M +$2.63M +3,405 +99%
CPRC
1250
Consolidated Portfolio Review Corp
New York
$5.27M +$4.44M +5,751 +537%
48 49
50
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