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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 %
SCM
951
Soleus Capital Management
Connecticut
$9M -$5.9M -7,642 -40%
MCM
952
Mitchell Capital Management
Kansas
$8.98M -$205K -266 -2%
IWA
953
IBEX Wealth Advisors
New Jersey
$8.98M +$8.98M +11,635 New
MSA
954
MUFG Securities Americas
New York
$8.98M +$8.98M +11,631 New
FFM
955
Fisher Funds Management
New Zealand
$8.94M +$8.94M +11,612 New
KIA
956
Knollwood Investment Advisory
Maryland
$8.93M +$502K +650 +6%
JIR
957
James Investment Research
Ohio
$8.92M -$416K -539 -4%
CAM
958
Covenant Asset Management
New Jersey
$8.91M -$333K -432 -4%
SB
959
Strategic Blueprint
Georgia
$8.91M -$13.1K -17 -0.1%
ACM
960
Argyle Capital Management
Pennsylvania
$8.9M – – –
HA
961
Herold Advisors
New York
$8.89M +$122K +158 +1%
IAN
962
Integrated Advisors Network
Texas
$8.89M -$51K -66 -0.6%
BWAM
963
Boyd Watterson Asset Management
Ohio
$8.87M -$199K -258 -2%
BIM
964
Bridges Investment Management
Nebraska
$8.85M -$294K -381 -3%
VIPI
965
Vista Investment Partners II
Indiana
$8.85M +$8.85M +11,461 New
PNC
966
Park National Corp
Ohio
$8.83M +$28.6K +37 +0.3%
PTC
967
Private Trust Company
Ohio
$8.82M -$663K -859 -7%
SBH
968
Segall Bryant & Hamill
Illinois
$8.81M – – –
BCM
969
Birmingham Capital Management
Alabama
$8.8M -$1.14M -1,475 -11%
I
970
InvesTrust
Oklahoma
$8.8M +$8.8M +11,381 New
BO
971
Bank OZK
Arkansas
$8.79M +$71K +92 +0.8%
GAG
972
GM Advisory Group
New York
$8.79M +$306K +397 +4%
SAS
973
Stelac Advisory Services
New York
$8.73M – – –
OAJ
974
Ogorek Anthony Joseph
New York
$8.72M +$98K +127 +1%
IFPG
975
Intrepid Financial Planning Group
Indiana
$8.71M -$80.3K -104 -0.9%
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