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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 %
AFG
1301
Atomi Financial Group
New York
$4.82M +$652K +845 +16%
WHGC
1302
Wealth High Governance Capital
Brazil
$4.79M +$926K +1,200 +24%
PJWM
1303
Philip James Wealth Mangement
Georgia
$4.78M -$462K -599 -9%
GWMIA
1304
Global Wealth Management Investment Advisory
Florida
$4.78M +$40.1K +52 +0.8%
FA
1305
Fiduciary Alliance
South Carolina
$4.78M +$1.9M +2,460 +66%
CFGS
1306
Concourse Financial Group Securities
Alabama
$4.75M -$335K -444 -7%
WA
1307
Waddell & Associates
Tennessee
$4.74M -$1.54K -2 -0%
AA
1308
AlphaCentric Advisors
Puerto Rico
$4.74M +$4.74M +6,140 New
LA
1309
LM Advisors
California
$4.74M +$968K +1,254 +26%
BCMO
1310
Buckingham Capital Management (Ohio)
Ohio
$4.73M -$1.62M -2,093 -25%
PMWMG
1311
Parr McKnight Wealth Management Group
Minnesota
$4.72M +$4.72M +6,112 New
SCI
1312
S&CO Inc
Massachusetts
$4.72M – – –
HWMG
1313
Hurlow Wealth Management Group
Indiana
$4.71M -$111K -144 -2%
NWM
1314
Northcape Wealth Management
New York
$4.7M -$15.4K -20 -0.3%
DWM
1315
Diversify Wealth Management
Utah
$4.7M +$954K +1,193 +25%
KIG
1316
Kessler Investment Group
Indiana
$4.7M +$310K +401 +7%
PPWP
1317
Premier Path Wealth Partners
New Jersey
$4.68M -$43.2K -56 -0.9%
LSPW
1318
Lake Street Private Wealth
Illinois
$4.67M -$177K -229 -4%
PCTC
1319
Perkins Coie Trust Company
Washington
$4.67M +$105K +136 +2%
OPW
1320
Oxler Private Wealth
New York
$4.67M -$2.32K -3 -0%
CBT
1321
Crews Bank & Trust
Florida
$4.67M +$4.67M +6,045 New
MFG
1322
Magnus Financial Group
New York
$4.65M +$165K +214 +4%
JIC
1323
Joel Isaacson & Co
New York
$4.65M +$923K +1,196 +25%
SAM
1324
Sherman Asset Management
California
$4.64M +$4.64M +6,015 New
FBFS
1325
First Business Financial Services
Wisconsin
$4.64M +$93.4K +121 +2%
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