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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 %
DWP
1001
Daymark Wealth Partners
Ohio
$8.29M -$761K -986 -8%
HIA
1002
Harbor Investment Advisory
Maryland
$8.26M +$422K +546 +5%
WIC
1003
Woodmont Investment Counsel
Tennessee
$8.25M +$4.52M +5,856 +121%
ANTB
1004
AMG National Trust Bank
Colorado
$8.25M -$573K -742 -6%
CI
1005
Conning Inc
Connecticut
$8.19M +$317K +411 +4%
CWM
1006
Centric Wealth Management
Illinois
$8.18M -$2.28M -2,957 -22%
SFM
1007
Signet Financial Management
New Jersey
$8.18M -$15.4K -20 -0.2%
HT
1008
HAP Trading
New York
$8.14M +$8.14M +10,545 New
WA
1009
WealthTrust Axiom
Pennsylvania
$8.14M +$110K +143 +1%
PVI
1010
Pine Valley Investments
New Jersey
$8.13M +$2.15M +2,780 +36%
ECG
1011
Edge Capital Group
Georgia
$8.11M -$1.11M -1,435 -12%
SC
1012
Syon Capital
California
$8.11M -$589K -763 -7%
NPT
1013
Nixon Peabody Trust
Massachusetts
$8.09M +$6.27M +8,125 +345%
RCIM
1014
Red Cedar Investment Management
Michigan
$8.08M – – –
MWM
1015
Modern Wealth Management
Kansas
$8.08M +$1.93M +2,495 +31%
SC
1016
SouthState Corp
Florida
$8.05M -$543K -703 -6%
ACM
1017
Advisors Capital Management
New Jersey
$8.02M +$4.06M +5,254 +102%
QCG
1018
Quadrant Capital Group
Ohio
$8M -$503K -651 -6%
AA
1019
ALPS Advisors
Colorado
$7.98M -$24.7K -32 -0.3%
LWCFA
1020
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.96M +$2.15M +2,660 +37%
MBT
1021
Montecito Bank & Trust
California
$7.95M -$338K -438 -4%
ECM
1022
Evergreen Capital Management
Washington
$7.94M -$747K -968 -9%
LI
1023
LMCG Investments
Massachusetts
$7.9M -$287K -372 -4%
NB
1024
NBT Bank
New York
$7.9M -$43.2K -56 -0.5%
RA
1025
RFG Advisory
Alabama
$7.88M +$931K +1,206 +13%
39 40
41
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