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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 %
JJBC
2051
James J. Burns & Company
New York
$1.63M +$77.2K +100 +5%
AWA
2052
Archvest Wealth Advisors
California
$1.63M +$3.09K +4 +0.2%
RMSCM
2053
R.M. Sincerbeaux Capital Management
New York
$1.62M +$1.62M +2,100 New
CTC
2054
Cetera Trust Company
Minnesota
$1.62M – – –
WC
2055
Westhampton Capital
North Carolina
$1.62M +$7.72K +10 +0.5%
WB
2056
Webster Bank
Connecticut
$1.62M +$110K +142 +7%
WP
2057
Wealthspan Partners
Iowa
$1.62M +$9.26K +12 +0.6%
FCFC
2058
First Commonwealth Financial Corp
Pennsylvania
$1.62M +$28.6K +37 +2%
UL
2059
Unionview LLC
Washington
$1.61M – – –
CH
2060
Canton Hathaway
Rhode Island
$1.61M – – –
AWM
2061
Aviso Wealth Management
Washington
$1.61M +$51K +66 +3%
BA
2062
Bristlecone Advisors
Washington
$1.6M -$124K -161 -7%
DPI
2063
Diversified Portfolios Inc
Michigan
$1.6M +$16.2K +21 +1%
WP
2064
Westmount Partners
California
$1.6M -$207K -268 -11%
KMC
2065
Kirr Marbach & Co
Indiana
$1.6M – – –
GCP
2066
GSA Capital Partners
United Kingdom
$1.6M +$1.07M +1,382 +202%
FFG
2067
Frisch Financial Group
New York
$1.59M +$6.18K +8 +0.4%
BCM
2068
Boltwood Capital Management
California
$1.59M -$32.4K -42 -2%
RDWM
2069
Red Door Wealth Management
Tennessee
$1.59M +$7.72K +10 +0.5%
AIA
2070
AssuredPartners Investment Advisors
Florida
$1.58M +$1.58M +2,050 New
SFS
2071
Summit Financial Strategies
Ohio
$1.58M -$43.2K -56 -3%
OFW
2072
Omnia Family Wealth
Florida
$1.58M +$37.8K +49 +2%
CSPIA
2073
Cary Street Partners Investment Advisory
Virginia
$1.58M -$18.4M -23,782 -92%
NAMNJ
2074
NorthStar Asset Management (New Jersey)
New Jersey
$1.58M +$3.09K +4 +0.2%
PFG
2075
Prosperity Financial Group
California
$1.57M +$111K +144 +8%
81 82
83
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