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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 %
MCM
2401
Monarch Capital Management
Indiana
$1.06M +$159K +206 +18%
JSAM
2402
J. Safra Asset Management
New York
$1.06M +$391K +505 +59%
BTWM
2403
Baker Tilly Wealth Management
Wisconsin
$1.06M +$182K +236 +21%
PSF
2404
Pacific Sun Financial
California
$1.05M -$57.9K -75 -5%
RA
2405
Riverstone Advisors
Texas
$1.05M +$3.86K +5 +0.4%
BMCM
2406
Burns Matteson Capital Management
New York
$1.05M -$120K -156 -10%
AWM
2407
Ariadne Wealth Management
California
$1.05M +$71.3K +82 +7%
RB
2408
Renasant Bank
Mississippi
$1.04M -$34.7K -45 -3%
ACM
2409
ADAR1 Capital Management
Texas
$1.04M +$154K +200 +17%
SMA
2410
Seven Mile Advisory
New Jersey
$1.04M +$39.4K +51 +4%
CPSAC
2411
Chas P. Smith & Associates (CPS)
Florida
$1.04M -$151K -195 -13%
WMP
2412
Wealth Management Partners
Arizona
$1.04M +$26.2K +34 +3%
CCP
2413
Cassia Capital Partners
North Carolina
$1.04M +$254K +329 +32%
RAM
2414
Redmond Asset Management
Virginia
$1.04M +$1.04M +1,342 New
FFA
2415
Florida Financial Advisors
Florida
$1.03M +$447K +579 +76%
GMFG
2416
Greater Midwest Financial Group
Minnesota
$1.03M -$2.12M -2,747 -67%
PWM
2417
Provident Wealth Management
Tennessee
$1.03M -$17.8K -23 -2%
FCM
2418
Fire Capital Management
California
$1.03M +$1.03M +1,332 New
AFO
2419
Arrowroot Family Office
California
$1.03M +$772 +1 +0.1%
TCM
2420
Tributary Capital Management
Nebraska
$1.03M -$44K -57 -4%
MEAC
2421
M.E. Allison & Co
Texas
$1.02M +$1.02M +1,323 New
PPWM
2422
Paragon Private Wealth Management
Kentucky
$1.02M +$68.7K +89 +7%
PPA
2423
Pacific Point Advisors
California
$1.02M +$1.02M +1,235 New
AIS
2424
AM Investment Strategies
Tennessee
$1.02M +$734K +950 +256%
SEIA
2425
Signature Estate & Investment Advisors
California
$1.02M +$32.4K +42 +3%
95 96
97
98 99