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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 %
AC
1251
Avestar Capital
New York
$5.26M +$720K +933 +16%
HAM
1252
Harmony Asset Management
Arizona
$5.25M +$797K +1,033 +18%
HFF
1253
Halter Ferguson Financial
Indiana
$5.25M +$747K +968 +17%
CAMG
1254
CWA Asset Management Group
Florida
$5.24M +$559K +724 +12%
CA
1255
CoreCap Advisors
Michigan
$5.22M +$274K +355 +6%
AWA
1256
Arkadios Wealth Advisors
Georgia
$5.21M +$160K +207 +3%
PCP
1257
Proficio Capital Partners
Massachusetts
$5.2M +$1.21M +1,562 +30%
DFG
1258
Delta Financial Group
New Jersey
$5.2M +$5.2M +6,730 New
HCP
1259
Hamilton Capital Partners
Georgia
$5.18M +$5.18M +6,705 New
PEAK6
1260
PEAK6
Illinois
$5.17M +$5.17M +6,693 New
BCM
1261
Beck Capital Management
Texas
$5.15M -$327K -423 -6%
BIP
1262
Bouvel Investment Partners
Pennsylvania
$5.13M +$81.8K +106 +2%
CWM
1263
Compass Wealth Management
Connecticut
$5.12M -$84.9K -110 -2%
SCM
1264
Sitrin Capital Management
California
$5.11M +$20.8K +27 +0.4%
IIA
1265
ICW Investment Advisors
Arizona
$5.11M +$4.7M +6,089 +1,158%
BFG
1266
Berger Financial Group
Minnesota
$5.05M +$620K +803 +14%
PWP
1267
Principle Wealth Partners
Connecticut
$5.05M -$26.3K -34 -0.5%
FHA
1268
Flagship Harbor Advisors
Massachusetts
$5.05M -$286K -370 -5%
IP
1269
Investment Partners
Ohio
$5.05M +$17K +22 +0.3%
AIM
1270
Allen Investment Management
New York
$5.04M +$34K +44 +0.7%
TL
1271
Tradewinds LLC
North Carolina
$5.04M -$21.8K -25 -0.4%
EWA
1272
Exencial Wealth Advisors
Oklahoma
$5.04M -$205K -265 -4%
GKWIM
1273
Gerber Kawasaki Wealth & Investment Management
California
$5.04M +$3.45M +4,463 +217%
WG
1274
Welch Group
Alabama
$5.03M -$37.1K -48 -0.7%
BAM
1275
BOS Asset Management
Illinois
$5.03M -$212K -275 -4%
49 50
51
52 53