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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 %
RWP
2351
Revolve Wealth Partners
New Jersey
$1.14M +$30.9K +40 +3%
DJYG
2352
David J. Yvars Group
Florida
$1.13M +$32.4K +42 +3%
FGP
2353
Freestone Grove Partners
California
$1.13M +$1.13M +1,469 New
EM
2354
Excalibur Management
Massachusetts
$1.13M +$67.9K +88 +6%
HFM
2355
Hartford Funds Management
Pennsylvania
$1.13M +$34K +44 +3%
MAM
2356
McLean Asset Management
Virginia
$1.13M -$219K -284 -16%
ICP
2357
Impact Capital Partners
Colorado
$1.13M +$1.13M +1,461 New
SC
2358
Solstein Capital
California
$1.12M – – –
DWG
2359
Darden Wealth Group
Michigan
$1.12M -$46.3K -60 -4%
FA
2360
Financial Avengers
California
$1.12M -$32.4K -42 -3%
LCM
2361
Legato Capital Management
California
$1.12M -$1.25M -1,623 -53%
ERIM
2362
Eagle Ridge Investment Management
Connecticut
$1.12M +$120K +156 +12%
HWM
2363
Hobbs Wealth Management
Indiana
$1.12M +$1.12M +1,447 New
HIS
2364
Horizon Investment Services
Indiana
$1.11M -$303K -392 -21%
TWM
2365
Thrive Wealth Management
Pennsylvania
$1.11M -$48.6K -63 -4%
MCC
2366
Maiden Cove Capital
Maine
$1.11M -$18.5K -24 -2%
FFG
2367
Floyd Financial Group
Missouri
$1.11M +$1.11M +1,383 New
AIM
2368
Avity Investment Management
Connecticut
$1.1M – – –
BSHC
2369
Breed's Hill Capital
Massachusetts
$1.1M +$748K +969 +212%
FWA
2370
Flagship Wealth Advisors
Massachusetts
$1.1M +$1.1M +1,426 New
TCM
2371
TABR Capital Management
California
$1.1M +$1.1M +1,425 New
CIP
2372
Capital Insight Partners
Arizona
$1.1M – – –
PCMC
2373
Paragon Capital Management (Colorado)
Colorado
$1.1M +$772 +1 +0.1%
AIS
2374
American Investment Services
Massachusetts
$1.09M -$162K -210 -13%
IWA
2375
IVC Wealth Advisors
Pennsylvania
$1.09M -$72.6K -94 -6%
93 94
95
96 97