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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 %
FT
1076
Fiduciary Trust
Massachusetts
$7.21M +$601K +779 +9%
MWM
1077
Moran Wealth Management
Florida
$7.19M +$380K +492 +6%
EFM
1078
E Fund Management
China
$7.16M +$2.86M +3,708 +67%
BCM
1079
BTC Capital Management
Iowa
$7.13M -$1.07M -1,390 -13%
ST
1080
Smithfield Trust
Pennsylvania
$7.13M -$19.3K -25 -0.3%
PIM
1081
Penobscot Investment Management
Massachusetts
$7.08M +$1.04M +1,343 +17%
SFP
1082
Shepherd Financial Partners
Massachusetts
$7.07M -$1.55M -2,005 -18%
DF
1083
DNCA Finance
France
$7.04M -$225K -291 -3%
TAM
1084
Trust Asset Management
Texas
$7M – – –
ERWM
1085
Elk River Wealth Management
Colorado
$6.99M -$20.1K -26 -0.3%
CA
1086
Cullinan Associates
Kentucky
$6.99M -$240K -311 -3%
QI
1087
Qtron Investments
Massachusetts
$6.95M -$359K -465 -5%
MWVC
1088
Morgens Waterfall Vintiadis & Co
New York
$6.95M – – –
AF
1089
Ally Financial
Michigan
$6.95M +$5.4M +7,000 +350%
EHC
1090
Everett Harris & Co
California
$6.94M +$8.49K +11 +0.1%
WA
1091
WBH Advisory
Maryland
$6.93M -$183K -237 -3%
HI
1092
Horizon Investments
North Carolina
$6.9M +$2.7M +3,497 +64%
SAM
1093
Smartleaf Asset Management
Massachusetts
$6.88M +$952K +1,230 +16%
FIM
1094
Fernwood Investment Management
Massachusetts
$6.87M -$123K -159 -2%
MS
1095
Madden Securities
Texas
$6.86M -$560K -725 -8%
BIM
1096
Baldwin Investment Management
Pennsylvania
$6.86M +$411K +533 +6%
FTF
1097
Freedom Together Foundation
New York
$6.85M -$27M -35,000 -80%
FWP
1098
FAS Wealth Partners
Kansas
$6.84M +$2.48M +3,218 +57%
ORAM
1099
One River Asset Management
Connecticut
$6.83M +$6.83M +8,831 New
JFG
1100
Jefferies Financial Group
New York
$6.83M +$4.12M +5,342 +153%
42 43
44
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