LLY icon

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 %
WP
1576
Waycross Partners
Kentucky
$3.09M -$772K -1,000 -20%
BCI
1577
Blue Capital Inc
Nebraska
$3.09M +$3.09M +4,000 New
EP
1578
Edgestream Partners
New Jersey
$3.07M -$3.37M -4,364 -52%
AGC
1579
Aspen Grove Capital
Colorado
$3.07M +$3.09K +4 +0.1%
SWA
1580
Stratos Wealth Advisors
Ohio
$3.07M -$456K -591 -13%
AA
1581
Argent Advisors
Louisiana
$3.06M -$61.8K -80 -2%
PA
1582
Procyon Advisors
Connecticut
$3.04M +$323K +419 +12%
CS
1583
Cannell & Spears
New York
$3.03M -$5.4K -7 -0.2%
TW
1584
Traveka Wealth
California
$3.02M +$936K +1,213 +45%
AWMT
1585
AAFMAA Wealth Management & Trust
North Carolina
$3.02M +$496K +642 +20%
BLAM
1586
Bourne Lent Asset Management
New York
$3.02M – – –
EWA
1587
Etesian Wealth Advisors
Oregon
$3.01M -$74.1K -96 -2%
OL
1588
Optas LLC
Texas
$3.01M -$288K -373 -9%
GA
1589
Geller Advisors
New York
$3.01M -$101K -131 -3%
OC
1590
Oakworth Capital
Alabama
$3M +$6.18K +8 +0.2%
TA
1591
Tectonic Advisors
Texas
$3M +$423K +548 +16%
AAS
1592
Annex Advisory Services
Wisconsin
$3M -$260K -337 -8%
MMHP
1593
Murphy Middleton Hinkle & Parker
Georgia
$2.99M -$208K -270 -7%
NB
1594
Northwest Bancshares
Pennsylvania
$2.98M -$791K -1,024 -21%
AWAU
1595
Alliance Wealth Advisors (Utah)
Utah
$2.97M +$2M +2,588 +205%
SIAG
1596
Signet Investment Advisory Group
Rhode Island
$2.96M +$10.8K +14 +0.4%
FHC
1597
First Heartland Consultants
Missouri
$2.96M -$77.2K -100 -3%
CWM
1598
Cornerstone Wealth Management
Missouri
$2.95M +$313K +405 +12%
GFP
1599
Gryphon Financial Partners
Ohio
$2.95M -$408K -528 -12%
LWL
1600
Leo Wealth LLC
Texas
$2.94M +$712K +922 +32%
62 63
64
65 66