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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 %
PWAM
1826
Papamarkou Wellner Asset Management
New York
$2.19M +$2.19M +2,839 New
AIC
1827
Archer Investment Corporation
Indiana
$2.18M +$76.4K +99 +4%
PAA
1828
Peregrine Asset Advisers
Oregon
$2.18M -$2.25M -2,910 -51%
DLA
1829
Douglas Lane & Associates
New York
$2.18M +$215K +278 +11%
SAM
1830
SP Asset Management
California
$2.18M +$3.09K +4 +0.1%
RFN
1831
RDA Financial Network
Iowa
$2.17M -$1.18M -1,523 -35%
KCPG
1832
Kavar Capital Partners Group
Kansas
$2.17M – – –
GLLW
1833
Graves Light Lenhart Wealth
Virginia
$2.16M +$772 +1 +0%
JGIA
1834
Jackson Grant Investment Advisers
Connecticut
$2.15M -$6.95K -9 -0.3%
WSFG
1835
Wall Street Financial Group
Illinois
$2.15M -$2.14M -2,766 -50%
NCM
1836
NCM Capital Management
New Jersey
$2.15M +$584K +756 +37%
CCM
1837
Cox Capital Management
Massachusetts
$2.15M -$855K -1,107 -28%
BFS
1838
Bard Financial Services
Connecticut
$2.14M +$77.2K +100 +4%
CA
1839
Cornerstone Advisory
Maryland
$2.14M -$11.8K -14 -0.6%
FGA
1840
Fortis Group Advisors
New Jersey
$2.13M -$1.26M -1,630 -37%
KCAM
1841
Kagan Cocozza Asset Management
New Jersey
$2.12M +$2.12M +2,752 New
TWP
1842
Tempus Wealth Planning
California
$2.12M +$275K +356 +15%
PDM
1843
Penn Davis McFarland
Texas
$2.12M +$374K +485 +21%
TNAM
1844
Terra Nova Asset Management
New York
$2.12M -$1.77M -2,290 -45%
NFG
1845
Nadler Financial Group
Illinois
$2.12M +$162K +210 +8%
MWM
1846
MFG Wealth Management
Indiana
$2.11M +$2.11M +2,739 New
SFS
1847
Stiles Financial Services
Minnesota
$2.11M -$162K -210 -7%
KIM
1848
Kestra Investment Management
Texas
$2.11M -$186K -241 -8%
FPL
1849
Fortress Private Ledger
North Carolina
$2.11M +$2.11M +2,729 New
LA
1850
Lane & Associates
New Jersey
$2.11M -$52.7K -65 -2%
72 73
74
75 76