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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 %
WAG
2226
Winthrop Advisory Group
Massachusetts
$1.29M +$27K +35 +2%
SWM
2227
Salvus Wealth Management
New Jersey
$1.29M +$217K +281 +20%
SW
2228
SMART Wealth
Nebraska
$1.29M +$891K +1,154 +224%
B
2229
Barings
North Carolina
$1.29M +$922K +1,194 +251%
EFG
2230
Ethos Financial Group
Pennsylvania
$1.29M +$514K +664 +67%
HCP
2231
Holt Capital Partners
Texas
$1.29M +$479K +620 +59%
FFS
2232
Founders Financial Securities
Maryland
$1.28M +$76.4K +99 +6%
AF
2233
Affiance Financial
Minnesota
$1.28M -$210K -272 -14%
SI
2234
Seeds Investor
New York
$1.27M -$50.9K -66 -4%
LWM
2235
Lakeridge Wealth Management
Ohio
$1.27M -$7.72K -10 -0.6%
FA
2236
FC Advisory
Pennsylvania
$1.27M -$1.54K -2 -0.1%
GTAM
2237
Global Trust Asset Management
Florida
$1.27M -$19.3K -25 -1%
WA
2238
Wealth Architects
California
$1.27M +$407K +527 +47%
MFC
2239
Morris Financial Concepts
South Carolina
$1.26M -$20.1K -26 -2%
SWM
2240
Stockman Wealth Management
Montana
$1.26M -$19.3K -25 -2%
MMCM
2241
Murphy & Mullick Capital Management
New York
$1.26M +$1.26M +1,637 New
MFWP
2242
Mosaic Family Wealth Partners
Missouri
$1.26M +$7.72K +10 +0.6%
BCM
2243
BluePath Capital Management
Georgia
$1.26M +$797K +999 +172%
SCA
2244
Sulzberger Capital Advisors
Florida
$1.26M +$1.26M +1,632 New
TRIA
2245
Trail Ridge Investment Advisors
Colorado
$1.26M +$13.9K +18 +1%
OWP
2246
ORG Wealth Partners
Texas
$1.26M +$225K +291 +22%
CCG
2247
Ceeto Capital Group
Florida
$1.26M – – –
AAM
2248
Augustine Asset Management
Florida
$1.26M +$943K +1,221 +300%
HAS
2249
HBW Advisory Services
California
$1.25M +$32.4K +42 +3%
VAM
2250
Vienna Asset Management
California
$1.25M +$1.25M +1,624 New
88 89
90
91 92