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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 %
BEI
826
Benjamin Edwards Inc
Missouri
$11.8M +$1.39M +1,802 +13%
SAM
827
Sawgrass Asset Management
Florida
$11.8M -$3.86M -4,994 -25%
HCM
828
Hilton Capital Management
New York
$11.7M -$1.44M -1,870 -11%
SPC
829
Spirepoint Private Client
Florida
$11.7M +$861K +1,115 +8%
HCA
830
Harbor Capital Advisors
Illinois
$11.6M +$71K +92 +0.6%
NRS
831
Neville Rodie & Shaw
New York
$11.6M +$74.9K +97 +0.6%
AIMCA
832
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.6M -$1.08M -1,400 -9%
SGH
833
Sivik Global Healthcare
Connecticut
$11.6M +$386K +500 +3%
HWAM
834
Hennion & Walsh Asset Management
New Jersey
$11.5M +$348K +451 +3%
FFA
835
Fi3 Financial Advisors
Indiana
$11.5M +$25.5K +33 +0.2%
AAMU
836
APG Asset Management US
New York
$11.5M +$1.2M +1,554 +12%
HFM
837
Hartford Financial Management
Connecticut
$11.5M – – –
JIP
838
Jaffetilchin Investment Partners
Florida
$11.5M +$207K +268 +2%
VSQM
839
V-Square Quantitative Management
Illinois
$11.5M +$528K +684 +5%
Arrowstreet Capital
840
Arrowstreet Capital
Massachusetts
$11.5M -$1.25B -1,614,296 -99%
CGIM
841
Capital Group Investment Management
Singapore
$11.5M +$323K +419 +3%
FB
842
Fulton Bank
Pennsylvania
$11.4M +$990K +1,282 +10%
BBWA
843
Bell & Brown Wealth Advisors
California
$11.4M -$104K -135 -0.9%
FFA
844
Fairfield Financial Advisors
Massachusetts
$11.3M +$22.4K +29 +0.2%
WPC
845
Wedmont Private Capital
Pennsylvania
$11.3M +$917K +1,147 +9%
DT
846
Diversified Trust
Tennessee
$11.3M +$764K +989 +7%
IAIM
847
International Assets Investment Management
Florida
$11.3M -$7.21B -12,443,663 -100%
AF
848
Allworth Financial
California
$11.3M +$3.24M +4,303 +40%
MWM
849
Mission Wealth Management
California
$11.2M +$2.18M +2,827 +24%
CF
850
Centaurus Financial
California
$11.1M +$2.3M +2,975 +26%
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