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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 %
IF
1401
Ironwood Financial
Arizona
$4.05M -$22.4K -29 -0.5%
KLCM
1402
KG&L Capital Management
Louisiana
$4.05M +$394K +510 +11%
SFG
1403
SevenBridge Financial Group
Pennsylvania
$4.04M -$262K -303 -6%
CAM
1404
Carret Asset Management
New York
$4.03M -$193K -250 -5%
NSB
1405
Norway Savings Bank
Maine
$4.03M -$73.3K -95 -2%
ACM
1406
Avalon Capital Management
California
$4.02M – – –
MMPW
1407
Mitchell McLeod Pugh & Williams
Alabama
$4.02M -$920K -1,191 -19%
BIG
1408
Brooklyn Investment Group
New York
$4.01M -$342K -443 -8%
BDL
1409
Bey-Douglas LLC
Georgia
$4M +$1.77M +2,290 +79%
SLWA
1410
San Luis Wealth Advisors
California
$3.99M +$3.55M +4,600 +806%
CS
1411
Capital Square
Tennessee
$3.99M +$11K +14 +0.3%
ILI
1412
Invesco LLC (Illinois)
Illinois
$3.98M -$36.3K -47 -0.9%
RIG
1413
RiverFront Investment Group
Virginia
$3.98M +$1.98M +2,569 +99%
BWA
1414
Blodgett Wealth Advisors
California
$3.97M +$604K +782 +18%
DCM
1415
DGS Capital Management
New Jersey
$3.96M -$79.5K -103 -2%
WBC
1416
West Branch Capital
Massachusetts
$3.96M +$472K +612 +14%
AWA
1417
Aaron Wealth Advisors
Illinois
$3.95M -$220K -285 -5%
BCA
1418
Bay Colony Advisors
Massachusetts
$3.95M +$575K +745 +17%
ANB
1419
Amarillo National Bank
Texas
$3.94M – – –
PAM
1420
Pegasus Asset Management
New York
$3.94M +$1.74M +2,256 +79%
EWM
1421
Executive Wealth Management
Michigan
$3.94M -$74.9K -97 -2%
PCA
1422
Peddock Capital Advisors
Massachusetts
$3.94M – – –
CSIC
1423
Clifford Swan Investment Counsel
California
$3.93M -$128K -166 -3%
HPIA
1424
Hamilton Point Investment Advisors
North Carolina
$3.92M – – –
BWM
1425
BCS Wealth Management
Tennessee
$3.92M +$3.92M +5,075 New
55 56
57
58 59