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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 %
SC
1451
Schulhoff & Co
Ohio
$3.74M -$13.9K -18 -0.4%
GS
1452
GWN Securities
Florida
$3.73M +$3.73M +4,746 New
CC
1453
Courier Capital
New York
$3.72M -$202K -262 -5%
LBWM
1454
Left Brain Wealth Management
Illinois
$3.72M +$2.8M +3,623 +304%
SIS
1455
Sound Income Strategies
Florida
$3.72M +$29.3K +38 +0.8%
SFP
1456
Sandbox Financial Partners
Maryland
$3.71M -$15.4K -20 -0.4%
APP
1457
Avantax Planning Partners
Iowa
$3.71M +$904K +1,171 +32%
CCFM
1458
Clear Creek Financial Management
Washington
$3.7M +$1.02M +1,325 +38%
OFS
1459
OneAscent Financial Services
Alabama
$3.7M +$2.38M +3,082 +180%
WAM
1460
WNY Asset Management
New York
$3.7M -$118K -153 -3%
TCM
1461
Tufton Capital Management
Maryland
$3.7M +$164K +212 +5%
AMM
1462
American Money Management
California
$3.69M -$1.54K -2 -0%
GWANC
1463
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.69M +$48.6K +63 +1%
KNW
1464
Kesler Norman & Wride
Utah
$3.69M +$587K +760 +19%
AWM
1465
Angeles Wealth Management
California
$3.67M -$36.3K -47 -1%
VIP
1466
Vista Investment Partners
Oklahoma
$3.67M -$121K -157 -3%
TBT
1467
Texas Bank & Trust
Texas
$3.66M +$3.66M +4,746 New
FDS
1468
Freedom Day Solutions
Texas
$3.63M -$64.1K -83 -2%
BWM
1469
BCGM Wealth Management
Indiana
$3.63M +$452K +585 +14%
PIWA
1470
Prevail Innovative Wealth Advisors
Kansas
$3.63M +$3.63M +4,699 New
A
1471
Argentarii
Ohio
$3.62M +$3.62M +4,690 New
RWB
1472
RMR Wealth Builders
New Jersey
$3.62M +$82.6K +107 +2%
HCCM
1473
Hudson Canyon Capital Management
New York
$3.62M – – –
CFCI
1474
Comprehensive Financial Consultants Institutional
Indiana
$3.59M +$90.3K +117 +3%
HBT
1475
Heartland Bank & Trust
Illinois
$3.59M -$42.5K -55 -1%
57 58
59
60 61