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Eli Lilly
LLY

Overview Fund Activity

3,863 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, 1,462 reducing their positions, and 195 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,863
Holders Change
+234
Holders Change %
+6.45%
% 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
1,462
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
$9.75B
2
Capital International Investors
Capital International Investors
California
$6.74B
3
Capital Research Global Investors
Capital Research Global Investors
California
$8.3B
4
Northern Trust
Northern Trust
Illinois
$7.29B
5
UBS AM
UBS AM
Illinois
$5.47B

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$11.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.5B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$23.6B
4
Jennison Associates
Jennison Associates
New York
$3.7B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
3851
Fairman Group
Pennsylvania
$3.09K -$3.09K -4 -50%
RWM
3852
Ruedi Wealth Management
Illinois
$3.09K – – –
CFS
3853
CGC Financial Services
Oregon
$3.09K – – –
SMAM
3854
Sugar Maple Asset Management
Wisconsin
$3.09K +$3.09K +4 New
APW
3855
Atlantic Private Wealth
North Carolina
$3.09K +$3.09K +4 New
BCWM
3856
Ball & Co Wealth Management
Tennessee
$3K +$3K +5 New
FW
3857
Fairway Wealth
Ohio
$2.32K +$2.32K +3 New
PCM
3858
Perritt Capital Management
Illinois
$1.54K +$1.54K +2 New
HFS
3859
HBC Financial Services
Washington
$1K +$1K +2 New
BGWM
3860
Bridge Generations Wealth Management
Florida
$772 +$772 +1 New
CF
3861
Conquis Financial
California
$772 +$772 +1 New
YDMI
3862
Y.D. More Investments
Israel
$362 +$74 +35 +26%
MCM
3863
Marsico Capital Management
Colorado
– -$161M -181,667 Closed
Viking Global Investors
3864
Viking Global Investors
Connecticut
– -$135M -152,038 Closed
CAC
3865
Cowen and Company
New York
– -$116M -130,399 Closed
AGP
3866
Artia Global Partners
Florida
– -$82M -92,593 Closed
Twin Tree Management
3867
Twin Tree Management
Texas
– -$48.3M -54,571 Closed
SH
3868
Svenska Handelsbanken
Sweden
– -$33.2M -37,443 Closed
IMCOOI
3869
Investment Management Corp of Ontario (IMCO)
Canada
– -$26M -29,382 Closed
FTDI
3870
First Trust Direct Indexing
Massachusetts
– -$19.6M -22,162 Closed
CM
3871
Churchill Management
California
– -$18.3M -20,703 Closed
BCP
3872
BSN Capital Partners
United Kingdom
– -$16.8M -18,000 Closed
CCM
3873
Cutter Capital Management
New York
– -$15.3M -17,299 Closed
CFM
3874
Catalyst Funds Management
Australia
– -$14.8M -16,750 Closed
LPU
3875
Lansdowne Partners (UK)
United Kingdom
– -$13M -14,647 Closed
153 154
155
156 157