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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 %
GIA
1801
Guyasuta Investment Advisors
Pennsylvania
$2.26M -$61.8K -80 -3%
BBA
1802
BLB&B Advisors
Pennsylvania
$2.25M -$133K -172 -6%
BL
1803
BFSG LLC
California
$2.25M +$210K +272 +10%
OCG
1804
Opus Capital Group
Ohio
$2.25M -$4.78M -6,195 -68%
GWM
1805
Greenwich Wealth Management
Connecticut
$2.25M +$49.4K +64 +2%
GWSG
1806
GPS Wealth Strategies Group
Colorado
$2.25M +$63.3K +82 +3%
PCM
1807
Penserra Capital Management
California
$2.25M +$1.58M +2,043 +235%
WP
1808
WMS Partners
Maryland
$2.24M +$274K +355 +14%
FMTC
1809
Farmers & Merchants Trust Company
California
$2.24M +$32.4K +42 +1%
RLH
1810
RD Lewis Holdings
Florida
$2.24M +$2.24M +2,545 New
PG
1811
Patten Group
Tennessee
$2.23M -$51.7K -67 -2%
LA
1812
LVW Advisors
New York
$2.23M -$316K -409 -12%
GIM
1813
Gold Investment Management
Alberta, Canada
$2.23M – – –
BCG
1814
Breakwater Capital Group
New Jersey
$2.22M -$149K -193 -6%
SWA
1815
Strategies Wealth Advisors
Michigan
$2.22M +$2.22M +2,546 New
CIC
1816
Chilton Investment Company
Connecticut
$2.22M +$32.4K +42 +1%
UBG
1817
United Bank (Georgia)
Georgia
$2.22M -$584K -757 -21%
CPA
1818
Capital Planning Advisors
California
$2.22M +$1.06M +1,379 +92%
DDC
1819
DF Dent & Co
Maryland
$2.21M -$326K -422 -13%
SP
1820
Stonebrook Private
Michigan
$2.21M +$43.2K +56 +2%
NCFG
1821
New Century Financial Group
New Jersey
$2.21M -$183K -234 -8%
MWM
1822
Mattern Wealth Management
Kansas
$2.21M -$113K -147 -5%
MSA
1823
Marino Stram & Associates
Massachusetts
$2.2M +$10.8K +14 +0.5%
FWI
1824
Facet Wealth Inc
Maryland
$2.2M -$112K -128 -5%
HA
1825
Huntleigh Advisors
Missouri
$2.2M +$2.2M +2,844 New
71 72
73
74 75