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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 %
SW
2451
StrongBox Wealth
Missouri
$989K -$44.8K -58 -4%
AFW
2452
Avantra Family Wealth
Pennsylvania
$988K +$988K +1,280 New
TIA
2453
Traphagen Investment Advisors
New Jersey
$984K -$3.86K -5 -0.4%
CPA
2454
Court Place Advisors
Maryland
$984K +$23.2K +30 +2%
MWM
2455
Mosley Wealth Management
California
$983K +$129K +160 +15%
FWA
2456
FSM Wealth Advisors
Ohio
$982K -$83.3K -110 -8%
JHCP
2457
Jackson Hole Capital Partners
Oklahoma
$981K – – –
WA
2458
Wealthstream Advisors
New York
$980K -$47.9K -62 -5%
HCP
2459
Hardin Capital Partners
South Carolina
$980K -$14.7K -19 -1%
REMPR
2460
Roof Eidam Maycock Peralta (REMP)
California
$980K – – –
HCM
2461
Hollencrest Capital Management
California
$979K -$1.56M -2,027 -62%
BL
2462
Balentine LLC
Georgia
$978K -$47.9K -62 -5%
AF
2463
Aldebaran Financial
$977K +$131K +169 +15%
GPFA
2464
Game Plan Financial Advisors
Ohio
$976K -$1.42M -1,847 -59%
ACM
2465
Altrius Capital Management
North Carolina
$976K -$16.2K -21 -2%
SP
2466
Successful Portfolios
Florida
$976K +$13.1K +17 +1%
HWA
2467
HCR Wealth Advisors
California
$973K -$127K -165 -12%
HPC
2468
Hobart Private Capital
North Carolina
$973K +$324K +420 +50%
FDW
2469
Fourth Dimension Wealth
Ohio
$973K +$973K +1,260 New
SIM
2470
Synergy Investment Management
Florida
$972K +$972K +1,260 New
PWS
2471
Proactive Wealth Strategies
Georgia
$969K +$628K +814 +184%
LC
2472
Lavaca Capital
Texas
$969K +$42.5K +55 +5%
CB
2473
CNB Bank
Pennsylvania
$969K +$88.8K +115 +10%
SWIG
2474
Strategic Wealth Investment Group
Kentucky
$967K +$309K +400 +47%
KW
2475
Keyvantage Wealth
Pennsylvania
$967K +$967K +1,253 New
97 98
99
100 101