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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 %
MWM
1901
Massachusetts Wealth Management
Massachusetts
$1.98M +$7.72K +10 +0.4%
FTUS
1902
Flow Traders U.S.
New York
$1.98M +$1.98M +2,563 New
RPWA
1903
Regent Peak Wealth Advisors
Georgia
$1.98M -$13.1K -17 -0.7%
TSW
1904
Thompson Siegel & Walmsley
Virginia
$1.97M +$5.4K +7 +0.3%
CSI
1905
Cross Staff Investments
New York
$1.97M – – –
HT
1906
Heritage Trust
Oklahoma
$1.97M +$1.97M +2,551 New
ZF
1907
Zhang Financial
Michigan
$1.97M +$574K +744 +41%
VWM
1908
Vigilare Wealth Management
Arizona
$1.97M -$76.4K -99 -4%
KIG
1909
Kennedy Investment Group
New Jersey
$1.97M +$364K +472 +23%
LMKC
1910
L.M. Kohn & Company
Ohio
$1.97M -$137K -178 -7%
MA
1911
MCF Advisors
Kentucky
$1.96M -$239K -309 -11%
SW
1912
Simplicity Wealth
New Jersey
$1.96M -$1.23M -1,593 -39%
HWA
1913
HHM Wealth Advisors
Tennessee
$1.96M +$50.2K +65 +3%
QWM
1914
Quadcap Wealth Management
Texas
$1.96M -$379K -491 -16%
MAWA
1915
Moss Adams Wealth Advisors
Washington
$1.96M +$19.3K +25 +1%
LWM
1916
Lyell Wealth Management
California
$1.95M +$39.4K +51 +2%
HI
1917
Hendershot Investments
Virginia
$1.95M -$46.3K -60 -2%
BAM
1918
Bosun Asset Management
Illinois
$1.94M -$88.8K -115 -4%
WAG
1919
Wiser Advisor Group
Arizona
$1.94M +$697K +903 +56%
WAS
1920
Wesleyan Assurance Society
United Kingdom
$1.93M – – –
DC
1921
DeDora Capital
California
$1.93M -$4.63K -6 -0.2%
ACP
1922
Aviance Capital Partners
Florida
$1.93M -$3.41M -4,422 -64%
DWM
1923
Drive Wealth Management
Utah
$1.93M +$143K +185 +8%
PSB
1924
Passumpsic Savings Bank
Vermont
$1.93M -$42.5K -55 -2%
BPC
1925
Bearing Point Capital
Minnesota
$1.92M +$1.92M +2,486 New
75 76
77
78 79