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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 %
FAIM
1326
Financial Advocates Investment Management
Washington
$4.64M -$538K -697 -10%
BCP
1327
Blackhawk Capital Partners
Wisconsin
$4.64M +$584K +756 +14%
AAG
1328
Armstrong Advisory Group
Massachusetts
$4.63M -$29.3K -38 -0.6%
PP
1329
PDS Planning
Ohio
$4.57M +$57.1K +74 +1%
BMC
1330
Beaton Management Company
Massachusetts
$4.56M +$127K +164 +3%
VA
1331
Valmark Advisers
Ohio
$4.55M -$67.9K -88 -1%
ACM
1332
Accent Capital Management
Ohio
$4.54M +$2.85M +3,690 +168%
VST
1333
Van Strum & Towne
California
$4.54M +$929K +1,204 +26%
MHIC
1334
Marble Harbor Investment Counsel
Massachusetts
$4.53M -$77.2K -100 -2%
ECM
1335
Estabrook Capital Management
New York
$4.52M -$187K -242 -4%
GM
1336
GeoWealth Management
Illinois
$4.52M +$131K +170 +3%
FPCG
1337
Forum Private Client Group
Indiana
$4.51M -$114K -148 -2%
CAAS
1338
Capital Asset Advisory Services
Michigan
$4.51M +$415K +531 +10%
HIMS
1339
Hager Investment Management Services
New Hampshire
$4.49M +$4.49M +5,811 New
ST
1340
Sabal Trust
Florida
$4.47M +$278K +360 +7%
GAM
1341
Gotham Asset Management
New York
$4.46M -$2.11M -2,736 -32%
DAM
1342
Deltec Asset Management
New York
$4.44M -$232K -300 -5%
QT
1343
Quantbot Technologies
New York
$4.43M +$1.53M +1,984 +53%
ISB
1344
Iowa State Bank
Iowa
$4.43M +$92.6K +120 +2%
C
1345
Certuity
Florida
$4.38M +$2.27M +2,935 +107%
PGWM
1346
Parisi Gray Wealth Management
New Jersey
$4.38M +$50.2K +65 +1%
MGP
1347
M&G plc
United Kingdom
$4.37M – – –
BAM
1348
Bell Asset Management
Australia
$4.35M +$4.35M +5,637 New
BMCM
1349
Bryn Mawr Capital Management
Pennsylvania
$4.35M +$588K +761 +16%
CCWM
1350
Cassaday & Co Wealth Management
Virginia
$4.33M +$34.7K +45 +0.8%
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