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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 %
PWW
2101
Pettyjohn Wood & White
Virginia
$1.53M -$12.4K -16 -0.8%
WE
2102
Wealth Effects
Massachusetts
$1.53M -$391K -507 -20%
ACA
2103
Atlas Capital Advisors
Wyoming
$1.53M -$25.5K -33 -2%
RA
2104
RoundAngle Advisors
New Jersey
$1.52M +$1.52M +1,974 New
BW
2105
Bison Wealth
Georgia
$1.52M -$1.84M -2,382 -55%
CHAM
2106
Clear Harbor Asset Management
Connecticut
$1.52M +$1.08M +1,400 +244%
USB
2107
Union Savings Bank
Connecticut
$1.52M -$23.2K -30 -2%
GC
2108
Guardian Capital
Ontario, Canada
$1.52M +$98K +127 +7%
HFO
2109
Heritage Family Offices
Arizona
$1.52M +$28.6K +37 +2%
LOPW
2110
Live Oak Private Wealth
North Carolina
$1.52M +$17.8K +23 +1%
WIM
2111
Westside Investment Management
California
$1.52M -$81.1K -105 -5%
MIM
2112
Marco Investment Management
Georgia
$1.51M -$67.9K -88 -4%
NL
2113
Navalign LLC
California
$1.51M -$40.9K -53 -3%
JSA
2114
Jacobson & Schmitt Advisors
Wisconsin
$1.51M -$64.8K -84 -4%
IP
2115
Ignite Planners
California
$1.51M -$16.4K -21 -1%
1M
2116
1248 Management
Missouri
$1.51M +$1.51M +1,951 New
ECM
2117
Exchange Capital Management
Michigan
$1.51M -$5.4K -7 -0.4%
OC
2118
Oarsman Capital
Wisconsin
$1.5M -$65.6K -85 -4%
MWM
2119
MGB Wealth Management
Texas
$1.5M +$622K +805 +70%
SAM
2120
S.A. Mason
Michigan
$1.5M – – –
WF
2121
WoodTrust Financial
Wisconsin
$1.5M +$5.4K +7 +0.4%
SCP
2122
Stamos Capital Partners
California
$1.5M +$618K +800 +70%
RMAM
2123
Raab & Moskowitz Asset Management
New Jersey
$1.49M +$326K +422 +28%
DOA
2124
D'Orazio & Associates
Virginia
$1.49M -$44.8K -58 -3%
HW
2125
Hedeker Wealth
Illinois
$1.49M +$134K +173 +10%
83 84
85
86 87