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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 %
DJSG
2251
D.J. St. Germain
Massachusetts
$1.24M -$794K -1,029 -39%
TW
2252
TrinityPoint Wealth
Connecticut
$1.24M -$68.7K -89 -5%
SFG
2253
Sather Financial Group
Texas
$1.24M -$101K -131 -8%
OCM
2254
Orion Capital Management
California
$1.24M +$30.9K +40 +3%
IWP
2255
Invenio Wealth Partners
Florida
$1.24M +$75.7K +98 +6%
LFA
2256
Longview Financial Advisors
Alabama
$1.24M +$6.18K +8 +0.5%
GA
2257
Guerra Advisors
Florida
$1.24M +$1.24M +1,606 New
EWA
2258
Encompass Wealth Advisors
Oregon
$1.24M +$1.24M +1,605 New
SSWM
2259
Smith Salley Wealth Management
North Carolina
$1.24M -$20.1K -26 -2%
FSC
2260
Full Sail Capital
Oklahoma
$1.24M +$44K +57 +4%
HWA
2261
HMV Wealth Advisors
Louisiana
$1.24M +$1.24M +1,604 New
BOM
2262
Bank of Marin
California
$1.24M -$46.3K -60 -4%
PGCM
2263
Prescott Group Capital Management
Oklahoma
$1.24M – – –
MIM
2264
Merrion Investment Management
New Jersey
$1.24M -$270K -350 -18%
CMANY
2265
Capital Management Associates (New York)
New York
$1.24M – – –
SLA
2266
Silver Lake Advisory
Utah
$1.23M -$30.1K -39 -2%
AC
2267
Apella Capital
Connecticut
$1.23M -$4.63K -6 -0.4%
FG
2268
Foster Group
Iowa
$1.23M +$30.1K +39 +3%
VFA
2269
Voya Financial Advisors
Connecticut
$1.23M +$141K +182 +13%
CA
2270
Continuum Advisory
Idaho
$1.23M +$71.8K +93 +6%
EA
2271
Emerald Advisers
Pennsylvania
$1.23M -$217K -281 -15%
AWM
2272
Atticus Wealth Management
Florida
$1.23M -$18.5K -24 -1%
LWM
2273
Liberty Wealth Management
California
$1.22M +$129K +167 +12%
ARMT
2274
Amica Retiree Medical Trust
Rhode Island
$1.22M -$266K -345 -18%
FAFN
2275
First Affirmative Financial Network
Colorado
$1.22M +$64.1K +83 +6%
89 90
91
92 93