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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 %
TSS
1876
Thomas Story & Son
Indiana
$2.05M – – –
FFA
1877
First Foundation Advisors
California
$2.04M +$21.6K +28 +1%
MW
1878
Maia Wealth
Colorado
$2.04M +$91.3K +113 +5%
CC
1879
Centiva Capital
New York
$2.03M -$18.7M -24,193 -90%
CP
1880
Cornerstone Planning
North Carolina
$2.03M +$2.03M +2,632 New
WMA
1881
West Michigan Advisors
Michigan
$2.03M +$3.86K +5 +0.2%
AWM
1882
Aprio Wealth Management
Georgia
$2.03M +$198K +257 +11%
VWM
1883
Valley Wealth Managers
New Jersey
$2.03M +$283K +366 +16%
SIG
1884
Sargent Investment Group
Maryland
$2.02M -$69.4K -87 -3%
APM
1885
Advanced Portfolio Management
New York
$2.02M +$2.02M +2,494 New
DDPIC
1886
Deroy & Devereaux Private Investment Counsel
Michigan
$2.02M +$6.18K +8 +0.3%
AA
1887
Alta Advisers
United Kingdom
$2.02M +$246K +319 +14%
CCAM
1888
Cascades Capital Asset Management
North Carolina
$2.02M -$33.2K -43 -2%
MAM
1889
Mystic Asset Management
Rhode Island
$2.02M +$39.4K +51 +2%
BIC
1890
Beach Investment Counsel
Pennsylvania
$2.02M -$942K -1,220 -32%
PS
1891
Planned Solutions
California
$2.01M -$234K -303 -10%
WPA
1892
West Paces Advisors
Georgia
$2.01M -$157K -203 -7%
CA
1893
Cache Advisors
California
$2.01M +$2.01M +2,600 New
SIC
1894
Samalin Investment Counsel
New York
$2.01M -$162K -210 -7%
VC
1895
Veracity Capital
Georgia
$2.01M -$506K -655 -20%
DWM
1896
Dynasty Wealth Management
Florida
$2M +$1.3M +1,686 +185%
TPA
1897
Trivium Point Advisory
Connecticut
$2M +$775K +1,004 +63%
AT
1898
American Trust
Kentucky
$2M -$12.4K -16 -0.6%
CCA
1899
Criterion Capital Advisors
Tennessee
$1.99M – – –
SIA
1900
Strategic Investment Advisors
Michigan
$1.99M +$103K +134 +5%
74 75
76
77 78