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 %
KF
1701
KKM Financial
Illinois
$2.57M +$298K +386 +13%
MPWT
1702
MassMutual Private Wealth & Trust
Connecticut
$2.55M -$4.63K -6 -0.2%
WGCA
1703
Wolf Group Capital Advisors
Virginia
$2.55M – – –
PCS
1704
Personal CFO Solutions
New Jersey
$2.55M +$434K +562 +21%
FFO
1705
Fortitude Family Office
Arizona
$2.54M +$704K +912 +38%
ACM
1706
Alpha Capital Management
Texas
$2.54M +$167K +216 +7%
CSB
1707
City State Bank
Iowa
$2.54M +$123K +159 +5%
KFGK
1708
Keystone Financial Group (Kentucky)
Kentucky
$2.53M -$1.25M -1,586 -33%
BLC
1709
Brown, Lisle/Cummings
Rhode Island
$2.53M +$953K +1,234 +60%
SW
1710
SlateStone Wealth
Florida
$2.53M +$101K +131 +4%
SIM
1711
Sentry Investment Management
Wisconsin
$2.53M -$37.8K -49 -1%
OPCM
1712
Osborne Partners Capital Management
California
$2.53M +$6.95K +9 +0.3%
BFO
1713
Biltmore Family Office
North Carolina
$2.52M -$20.1K -26 -0.8%
Fuller & Thaler Asset Management
1714
Fuller & Thaler Asset Management
California
$2.52M – – –
HDIM
1715
Hanson & Doremus Investment Management
Vermont
$2.52M -$112K -145 -4%
BMA
1716
Brooks Moore & Associates
Tennessee
$2.52M -$84.9K -110 -3%
CRWM
1717
Castle Rock Wealth Management
California
$2.51M +$61.6K +73 +3%
BSB
1718
Bangor Savings Bank
Maine
$2.51M -$3.09K -4 -0.1%
CWM
1719
Chesapeake Wealth Management
Virginia
$2.51M -$137K -177 -5%
OQS
1720
Occudo Quantitative Strategies
Florida
$2.51M -$882K -1,142 -26%
PF
1721
Prosperitas Financial
California
$2.51M +$124K +160 +5%
AI
1722
Accredited Investors
Minnesota
$2.51M +$33.2K +43 +1%
ESBC
1723
E.S. Barr & Co
Kentucky
$2.51M -$22.4K -29 -0.9%
BTW
1724
Boston Trust Walden
Massachusetts
$2.5M -$46.3K -60 -2%
GWMR
1725
GC Wealth Management RIA
Massachusetts
$2.5M -$7.72K -10 -0.3%
67 68
69
70 71