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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 %
KA
2201
Klingman & Associates
New York
$1.33M +$51K +66 +4%
RIM
2202
Redwood Investment Management
Arizona
$1.33M +$398K +515 +43%
ECM
2203
EagleClaw Capital Management
Massachusetts
$1.33M – – –
BWM
2204
Birchcreek Wealth Management
Ohio
$1.32M -$167K -216 -11%
LF
2205
Lantz Financial
Illinois
$1.32M +$82.6K +107 +7%
CA
2206
Centerpoint Advisors
Massachusetts
$1.32M -$386K -500 -23%
PGWM
2207
Pitti Group Wealth Management
New York
$1.32M +$37.8K +49 +3%
GHAM
2208
Gilman Hill Asset Management
Connecticut
$1.32M -$77.2K -100 -6%
TA
2209
TFB Advisors
Kansas
$1.32M -$210K -272 -14%
MWAM
2210
Manhattan West Asset Management
California
$1.32M +$70.3K +91 +6%
TBNY
2211
Trustco Bank (New York)
New York
$1.32M -$127K -165 -9%
NG
2212
Novem Group
New York
$1.31M +$1.31M +1,701 New
CWA
2213
CM Wealth Advisors
Ohio
$1.31M – – –
CCA
2214
Cobblestone Capital Advisors
New York
$1.31M -$40.1K -52 -3%
SFG
2215
Shum Financial Group
California
$1.31M +$37.8K +49 +3%
GWM
2216
Gray Wealth Management
Maine
$1.31M -$32.4K -42 -2%
BCM
2217
Buckhead Capital Management
Georgia
$1.31M -$50.2K -65 -4%
IW
2218
IronOak Wealth
Texas
$1.31M +$1.31M +1,695 New
WGC
2219
Watts Gwilliam & Co
Arizona
$1.31M +$74.2K +96 +6%
RHJA
2220
Rice Hall James & Associates
California
$1.3M – – –
FSA
2221
Financial Sense Advisors
California
$1.3M -$186K -241 -13%
MC
2222
Montag & Caldwell
Georgia
$1.3M +$721K +934 +125%
BWM
2223
Brown Wealth Management
Illinois
$1.3M -$3.86K -5 -0.3%
GWA
2224
Gratus Wealth Advisors
Virginia
$1.29M -$36.3K -47 -3%
JE
2225
JMAC Enterprises
Pennsylvania
$1.29M -$9.26K -12 -0.7%
87 88
89
90 91