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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 %
OCM
976
Osterweis Capital Management
California
$8.68M – – –
SAG
977
SageView Advisory Group
California
$8.67M +$178K +230 +2%
PIA
978
Petredis Investment Advisors
Pennsylvania
$8.66M -$169K -219 -2%
AG
979
Ascent Group
Virginia
$8.65M +$713K +923 +9%
HIC
980
Harvey Investment Company
Kentucky
$8.59M -$32.4K -42 -0.4%
BFC
981
Blue Fin Capital
Rhode Island
$8.56M +$13.1K +17 +0.2%
BWM
982
Bernard Wealth Management
Michigan
$8.55M +$8.55M +11,076 New
ESB
983
Essex Savings Bank
Connecticut
$8.53M -$212K -274 -2%
LSAG
984
Lake Street Advisors Group
New Hampshire
$8.51M +$163K +211 +2%
TF
985
Telligent Fund
Hong Kong
$8.49M +$8.49M +11,000 New
MFS
986
Mirabella Financial Services
United Kingdom
$8.49M -$6.41M -8,297 -43%
GIC
987
Generali Investments CEE
Czech Republic
$8.48M +$8.48M +10,990 New
HCM
988
Hodges Capital Management
Texas
$8.43M +$3.28M +4,248 +64%
AUB
989
Atlantic Union Bankshares
Virginia
$8.43M -$425K -550 -5%
VCM
990
Vivaldi Capital Management
Illinois
$8.42M +$6.33M +7,838 +303%
GIM
991
Generali Investments Management
Slovenia
$8.42M +$8.42M +10,904 New
GLR
992
Great Lakes Retirement
Ohio
$8.4M -$100K -130 -1%
SSA
993
Sierra Summit Advisors
Nevada
$8.38M +$1.36M +1,767 +19%
GCA
994
Greenwood Capital Associates
South Carolina
$8.35M -$76.4K -99 -0.9%
CI
995
Cherokee Insurance
Michigan
$8.34M +$8.34M +10,800 New
PTB
996
Pioneer Trust Bank
Oregon
$8.3M +$1.22M +1,579 +17%
LSA
997
L & S Advisors
California
$8.3M -$4.42M -5,728 -35%
WPC
998
Waters Parkerson & Co
Louisiana
$8.3M +$161K +208 +2%
CCA
999
Checchi Capital Advisers
California
$8.29M +$772 +1 +0%
MAM
1000
Morse Asset Management
Connecticut
$8.29M -$217K -281 -3%
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