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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 %
WP
2126
WealthPLAN Partners
Nebraska
$1.48M +$120K +155 +9%
AB
2127
ANB Bank
Colorado
$1.48M +$1.48M +1,915 New
WIM
2128
WealthPlan Investment Management
Nebraska
$1.47M -$70.2K -91 -5%
BCMLT
2129
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.47M +$2.32K +3 +0.2%
AB
2130
Atlas Brown
Kentucky
$1.47M +$3.86K +5 +0.3%
SDAM
2131
Shulman DeMeo Asset Management
New York
$1.47M -$21.6K -28 -1%
WAM
2132
WealthTrust Asset Management
Florida
$1.47M -$25.5K -33 -2%
PP
2133
Pingora Partners
Wyoming
$1.47M – – –
AC
2134
AlphaCore Capital
California
$1.47M +$222K +287 +18%
SSW
2135
Stone Summit Wealth
Florida
$1.47M -$23.9K -31 -2%
SCA
2136
Stonebridge Capital Advisors
Minnesota
$1.46M -$584K -757 -29%
ARG
2137
Advisory Resource Group
Oklahoma
$1.46M +$160K +207 +12%
ATWA
2138
Arbor Trust Wealth Advisors
Michigan
$1.46M +$432K +559 +42%
KFS
2139
Keynote Financial Services
Connecticut
$1.46M +$84.9K +110 +6%
TIM
2140
Tortoise Investment Management
New York
$1.45M -$3.09K -4 -0.2%
LWM
2141
Laidlaw Wealth Management
New York
$1.45M +$115K +149 +9%
OCM
2142
One Capital Management
California
$1.44M -$83.4K -108 -5%
VF
2143
Vawter Financial
Ohio
$1.44M +$5.4K +7 +0.4%
MCWA
2144
Meadow Creek Wealth Advisors
Georgia
$1.44M -$140K -181 -9%
WAS
2145
WESPAC Advisors SoCal
California
$1.44M -$11.4M -14,816 -89%
RPCA
2146
Running Point Capital Advisors
California
$1.43M +$20.8K +27 +1%
MMM
2147
Mendel Money Management
Illinois
$1.43M -$1.54K -2 -0.1%
UAML
2148
US Asset Management LLC
Pennsylvania
$1.43M -$46.3K -60 -3%
FFL
2149
Future Fund LLC
Illinois
$1.43M – – –
HHGA
2150
Halbert Hargrove Global Advisors
California
$1.43M -$224K -290 -14%
84 85
86
87 88