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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 %
CRC
526
Curi RMB Capital
Illinois
$28.2M +$22.8M +29,485 +422%
TRCT
527
Tower Research Capital (TRC)
New York
$28M +$12.4M +16,057 +79%
PWM
528
Perigon Wealth Management
California
$28M -$1.2M -1,580 -4%
NAM
529
NTV Asset Management
West Virginia
$27.9M -$655K -848 -2%
SAM
530
Shell Asset Management
Netherlands
$27.9M -$1.53M -1,976 -5%
CAG
531
Crestwood Advisors Group
Massachusetts
$27.8M +$281K +364 +1%
1SB
532
1ST Source Bank
Indiana
$27.6M -$408K -528 -1%
FLPIM
533
F.L. Putnam Investment Management
Massachusetts
$27.4M -$2.99M -3,870 -10%
VIM
534
Vinva Investment Management
Australia
$27.3M -$647K -836 -2%
SI
535
Stephens Inc
Arkansas
$27.2M -$11.4M -14,715 -29%
PFP
536
Pinnacle Financial Partners
Tennessee
$27.2M -$524K -679 -2%
BBVA
537
Banco Bilbao Vizcaya Argentaria
Spain
$27.2M +$106K +137 +0.4%
MJRIC
538
Mogy Joel R Investment Counsel
California
$27M +$458K +593 +2%
EF
539
Empowered Funds
Pennsylvania
$26.9M +$2.35M +3,045 +10%
BP
540
BNP Paribas
France
$26.7M -$4.55M -5,892 -15%
JIC
541
Johnson Investment Counsel
Ohio
$26.7M +$485K +628 +2%
SWP
542
Stratos Wealth Partners
Ohio
$26.6M -$858K -1,111 -3%
DIA
543
Dana Investment Advisors
Wisconsin
$26.5M +$9.97M +12,919 +60%
NB
544
Norinchukin Bank
Japan
$26.3M +$1.76M +2,280 +7%
FNT
545
First National Trust
Pennsylvania
$26.3M +$2.39M +3,096 +10%
CA
546
Clearstead Advisors
Ohio
$26.2M -$631K -817 -2%
EWA
547
EP Wealth Advisors
California
$26.2M +$81.1K +105 +0.3%
BRWA
548
B. Riley Wealth Advisors
Florida
$26.1M -$2.7M -3,491 -9%
WFMPM
549
Woodley Farra Manion Portfolio Management
Indiana
$26.1M +$208K +270 +0.8%
SFM
550
Soros Fund Management
New York
$26M +$26M +33,639 New
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