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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 %
PWM
1626
Pines Wealth Management
North Carolina
$2.84M +$2.84M +3,549 New
CYG
1627
Clean Yield Group
Vermont
$2.82M +$28.6K +37 +1%
CF
1628
Convergence Financial
Missouri
$2.82M +$43.2K +56 +2%
CFG
1629
Carr Financial Group
Massachusetts
$2.82M -$8.49K -11 -0.3%
WIC
1630
Wilkins Investment Counsel
Massachusetts
$2.82M +$466K +604 +20%
BIM
1631
Brentview Investment Management
Illinois
$2.81M +$2.81M +3,646 New
SAM
1632
Secure Asset Management
Michigan
$2.81M +$1.3M +1,689 +86%
OWG
1633
Oxford Wealth Group
Florida
$2.81M +$170K +220 +6%
MIM
1634
Moseley Investment Management
Florida
$2.81M -$21.6K -28 -0.8%
RCWM
1635
Royal Capital Wealth Management
Indiana
$2.81M +$11.6K +15 +0.4%
PA
1636
PFG Advisors
Arizona
$2.8M +$166K +215 +6%
BWP
1637
BSW Wealth Partners
Colorado
$2.8M +$305K +395 +12%
LHC
1638
Little House Capital
Massachusetts
$2.8M -$14.7K -19 -0.5%
OC
1639
Opinicus Capital
Florida
$2.8M -$64.1K -83 -2%
NCM
1640
Nelson Capital Management
California
$2.8M +$2.54M +3,296 +1,011%
FCFC
1641
First Citizens Financial Corp
Iowa
$2.79M +$3.86K +5 +0.1%
JG
1642
Jain Global
New York
$2.77M +$2.77M +3,589 New
KCM
1643
Kanawha Capital Management
Virginia
$2.77M +$1.01M +1,308 +57%
HCM
1644
Howland Capital Management
Massachusetts
$2.77M -$197K -255 -7%
EI
1645
Ellevest Inc
New York
$2.76M -$171K -221 -6%
KCIC
1646
Kuhn & Co Investment Counsel
Illinois
$2.76M -$73.3K -95 -3%
PP
1647
Patron Partners
Texas
$2.75M +$21.6K +28 +0.8%
CAL
1648
Capital Analysts LLC
Pennsylvania
$2.75M +$672K +871 +32%
HIM
1649
Hanlon Investment Management
New Jersey
$2.73M -$48.6K -63 -2%
CA
1650
Claro Advisors
Massachusetts
$2.72M -$529K -685 -16%
64 65
66
67 68