LLY icon

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 %
PSFG
2276
Park Square Financial Group
Georgia
$1.22M +$1.22M +1,577 New
FFA
2277
Founders Financial Alliance
North Carolina
$1.22M -$239K -309 -16%
AF
2278
Apollon Financial
South Carolina
$1.22M +$57.1K +74 +5%
VCP
2279
Vista Capital Partners
Oregon
$1.22M -$110K -143 -8%
C1AG
2280
Client 1st Advisory Group
Florida
$1.22M – – –
CIM
2281
Corda Investment Management
Texas
$1.21M +$41.7K +54 +4%
OLVIG
2282
Oliver Lagore Vanvalin Investment Group
Michigan
$1.21M +$120K +155 +11%
WWP
2283
WR Wealth Planners
Missouri
$1.21M -$108K -140 -8%
PSB
2284
Piscataqua Savings Bank
New Hampshire
$1.21M +$587K +760 +94%
MIA
2285
MMBG Investment Advisors
Florida
$1.21M +$1.21M +1,565 New
GFPC
2286
Global Financial Private Client
Florida
$1.21M -$164K -212 -12%
TSWM
2287
Tyler-Stone Wealth Management
Ohio
$1.21M +$339K +439 +39%
ACM
2288
Anfield Capital Management
California
$1.21M – – –
MHC
2289
May Hill Capital
Massachusetts
$1.21M +$1.21M +1,561 New
CG
2290
Cynosure Group
Utah
$1.2M -$434K -562 -26%
CPIA
2291
Cornell Pochily Investment Advisors
New York
$1.2M +$772 +1 +0.1%
OP
2292
ORG Partners
Indiana
$1.2M +$307K +397 +34%
LCWM
2293
Legacy Capital Wealth Management
Texas
$1.2M +$1.2M +1,557 New
WIA
2294
Westbourne Investment Advisors
Maryland
$1.2M -$47.1K -61 -4%
PIA
2295
Perennial Investment Advisors
California
$1.2M +$133K +172 +12%
FM
2296
Foster & Motley
Ohio
$1.2M +$451K +584 +60%
ABLA
2297
Alan B. Lancz & Associates
Ohio
$1.2M -$135K -175 -10%
UH
2298
Unigestion Holding
Switzerland
$1.2M -$164K -212 -12%
SOW
2299
State of Wyoming
Wyoming
$1.2M +$577K +747 +93%
MFC
2300
Mechanics Financial Corp
Ohio
$1.2M -$777K -1,006 -39%
90 91
92
93 94