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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 %
ATPW
726
Ashton Thomas Private Wealth
Arizona
$15.3M +$2.66M +3,450 +21%
AWM
727
Avitas Wealth Management
California
$15.2M +$1.25M +1,623 +9%
BFS
728
Bradley Foster & Sargent
Connecticut
$15.2M -$718K -930 -5%
AWM
729
Apollon Wealth Management
South Carolina
$15.2M +$4.19M +5,421 +38%
RPC
730
Rossmore Private Capital
Connecticut
$15.2M +$356K +461 +2%
NMIFOAC
731
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$15.1M +$2.01M +2,600 +15%
EFP
732
Elser Financial Planning
Indiana
$15.1M -$218K -282 -1%
PJSIMP
733
P.J. Schmidt Investment Management (PJS)
Wisconsin
$15M +$266K +345 +2%
AF
734
Alerus Financial
North Dakota
$15M -$855K -1,107 -5%
CP
735
CenterBook Partners
Connecticut
$14.9M +$13.3M +17,222 +826%
WT
736
Washington Trust
Rhode Island
$14.9M -$129K -167 -0.9%
PAS
737
Park Avenue Securities
New York
$14.9M +$1.84M +2,381 +14%
CPIG
738
Chicago Partners Investment Group
Illinois
$14.9M +$290K +369 +2%
HFM
739
Harvest Fund Management
China
$14.8M -$1.02M -1,314 -6%
JSC
740
Jackson Square Capital
California
$14.8M -$2.84M -3,677 -16%
Capital Fund Management (CFM)
741
Capital Fund Management (CFM)
France
$14.8M +$14.8M +19,126 New
CAM
742
Cozad Asset Management
Illinois
$14.7M +$801K +1,037 +6%
PAM
743
Palisade Asset Management
Minnesota
$14.7M -$9.26K -12 -0.1%
PF
744
Phoenix Financial
Israel
$14.7M +$1.62M +2,096 +12%
SW
745
SkyOak Wealth
Michigan
$14.6M -$385K -499 -3%
QIM
746
Quest Investment Management
Oregon
$14.6M +$1.66M +2,153 +13%
SC
747
Savoie Capital
Illinois
$14.6M +$540K +700 +4%
CC
748
Cadinha & Co
Hawaii
$14.6M -$81.1K -105 -0.6%
HCA
749
Harbour Capital Advisors
Virginia
$14.5M -$7.04K -9 -0%
SIC
750
SJS Investment Consulting
Ohio
$14.5M -$317K -410 -2%
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