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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 %
PIM
776
Plato Investment Management
Australia
$13.4M +$396K +511 +3%
SPC
777
Sigma Planning Corp
Michigan
$13.4M -$1.07M -1,382 -7%
TCA
778
Transcend Capital Advisors
New Jersey
$13.4M +$615K +797 +5%
VIP
779
Vantage Investment Partners
Missouri
$13.4M +$728K +943 +6%
BP
780
Ballentine Partners
Massachusetts
$13.3M +$215K +279 +2%
CTI
781
Community Trust & Investment
Kentucky
$13.3M +$3.63M +4,696 +37%
NSEDCP
782
NJ State Employees Deferred Compensation Plan
New Jersey
$13.2M – – –
PCA
783
Pallas Capital Advisors
Massachusetts
$13.2M +$357K +463 +3%
CCAM
784
Codex Capital Asset Management
Texas
$13.1M – – –
WCM Investment Management
785
WCM Investment Management
California
$12.9M +$2.67M +3,445 +26%
HSA
786
HBK Sorce Advisory
Pennsylvania
$12.8M -$1.76M -2,281 -12%
WIA
787
World Investment Advisors
California
$12.8M +$1.66M +2,145 +15%
DWA
788
Dorsey Wright & Associates
California
$12.8M -$1.67M -2,164 -12%
SWM
789
SeaCrest Wealth Management
New York
$12.8M -$87.2K -113 -0.7%
KA
790
Kintegral Advisory
New York
$12.7M -$593K -768 -4%
MMG
791
Monetary Management Group
Missouri
$12.7M +$262K +340 +2%
RBA
792
Richard Bernstein Advisors
New York
$12.7M – – –
RCM
793
Ratan Capital Management
Florida
$12.7M +$3.42M +4,434 +37%
NSAM
794
North Star Asset Management
Wisconsin
$12.7M +$251K +325 +2%
CFD
795
Creative Financial Designs
Indiana
$12.6M -$15.4K -20 -0.1%
MAS
796
Meeder Advisory Services
Ohio
$12.6M +$418K +541 +3%
PP
797
Patten & Patten
Tennessee
$12.6M +$3.86K +5 +0%
WAS
798
Wealth Advisory Solutions
Indiana
$12.5M +$274K +355 +2%
CM
799
Crestline Management
Texas
$12.5M +$10.8M +14,041 +638%
SWP
800
Strategic Wealth Partners
Ohio
$12.5M +$2.06M +2,359 +20%
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