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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 %
SIC
1726
SFE Investment Counsel
California
$2.5M +$2.15M +2,791 +620%
RIA
1727
Regal Investment Advisors
Michigan
$2.5M -$1.04M -1,350 -29%
PA
1728
PSI Advisors
Florida
$2.5M +$252K +327 +11%
IFS
1729
Ifrah Financial Services
Arkansas
$2.5M -$78.7K -102 -3%
LP
1730
LMR Partners
United Kingdom
$2.5M -$799K -1,035 -24%
MIC
1731
Means Investment Company
Maine
$2.49M +$158K +205 +7%
ISFAN
1732
Investor's Fiduciary Advisor Network
Washington
$2.48M +$2.48M +3,216 New
SP
1733
Stablepoint Partners
Massachusetts
$2.48M -$98K -127 -4%
CAM
1734
Campion Asset Management
Virginia
$2.48M -$103K -133 -4%
RIP
1735
Reliant Investment Partners
North Carolina
$2.48M +$2.48M +3,207 New
CWA
1736
Consilium Wealth Advisory
Texas
$2.47M -$604K -782 -20%
MCA
1737
Magnolia Capital Advisors
Mississippi
$2.47M +$2.11M +2,738 +597%
HNW
1738
High Note Wealth
Minnesota
$2.47M +$4.63K +6 +0.2%
APWM
1739
Argonautica Private Wealth Management
Massachusetts
$2.46M +$10K +13 +0.4%
PPP
1740
Private Portfolio Partners
New Jersey
$2.46M +$354K +459 +17%
CPC
1741
Congress Park Capital
New York
$2.46M -$18.5K -24 -0.7%
ORG
1742
Optimist Retirement Group
Washington
$2.46M +$13.9K +18 +0.6%
AWA
1743
AmeriServ Wealth Advisors
Pennsylvania
$2.46M +$2.46M +3,181 New
MFA
1744
Mayflower Financial Advisors
Massachusetts
$2.45M +$32.4K +42 +1%
RSA
1745
River Street Advisors
Illinois
$2.45M +$15.4K +20 +0.6%
UF
1746
Univest Financial
Pennsylvania
$2.43M -$324K -420 -12%
QWP
1747
Quotient Wealth Partners
Texas
$2.43M +$112K +145 +5%
PWPS
1748
Pinnacle Wealth Planning Services
Ohio
$2.43M -$960K -1,243 -28%
DLCIG
1749
D.L. Carlson Investment Group
New Hampshire
$2.42M -$27K -35 -1%
MWA
1750
Midland Wealth Advisors
Illinois
$2.42M -$100K -130 -4%
68 69
70
71 72