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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 %
GSEP
1926
Golden State Equity Partners
California
$1.92M +$1.84M +2,389 +2,515%
SOS
1927
Silver Oak Securities
Tennessee
$1.92M +$405K +524 +27%
BDA
1928
Borer Denton & Associates
Pennsylvania
$1.91M – – –
NFG
1929
Nations Financial Group
Iowa
$1.91M -$2.88M -3,730 -60%
CWM
1930
Campbell Wealth Management
Virginia
$1.91M +$1.66M +2,150 +672%
AT
1931
Arlington Trust
Alabama
$1.9M -$94.2K -122 -5%
WIS
1932
Wright Investors Service
Connecticut
$1.9M -$948K -1,228 -33%
GCM
1933
Gables Capital Management
Florida
$1.9M +$386K +500 +26%
CFIM
1934
Client First Investment Management
Wisconsin
$1.9M +$3.09K +4 +0.2%
UW
1935
Unique Wealth
Florida
$1.89M +$813K +1,053 +75%
FFS
1936
Fischer Financial Services
Pennsylvania
$1.89M +$1.89M +2,452 New
LAIC
1937
Lederer & Associates Investment Counsel
California
$1.89M +$1.66M +2,145 +703%
TBC
1938
Ted Buchan & Co
California
$1.89M +$242K +313 +15%
GLAM
1939
Gardner Lewis Asset Management
Pennsylvania
$1.89M -$1.54K -2 -0.1%
IIM
1940
Intact Investment Management
Quebec, Canada
$1.88M -$108K -140 -5%
CWM
1941
Connecticut Wealth Management
Connecticut
$1.88M -$419K -543 -18%
TAM
1942
Taurus Asset Management
New York
$1.87M -$81.1K -105 -4%
SIAG
1943
Safeguard Investment Advisory Group
California
$1.87M +$127K +165 +7%
RFP
1944
Root Financial Partners
California
$1.87M +$180K +233 +11%
FCA
1945
Fortis Capital Advisors
Kansas
$1.87M +$112K +117 +6%
BOJHT
1946
Bank of Jackson Hole Trust
Wyoming
$1.87M +$1.87M +2,418 New
LF
1947
Lee Financial
Texas
$1.87M +$84.9K +110 +5%
CCA
1948
Childress Capital Advisors
Texas
$1.86M -$23.9K -31 -1%
WWM
1949
Westwood Wealth Management
California
$1.86M -$386K -500 -17%
APG
1950
Abacus Planning Group
South Carolina
$1.86M +$33.2K +43 +2%
76 77
78
79 80