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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 %
IA
1376
IAM Advisory
Pennsylvania
$4.15M -$88.8K -115 -2%
HNB
1377
Hilltop National Bank
Wyoming
$4.14M -$64.8K -84 -2%
YIH
1378
Y-Intercept (HK)
Hong Kong
$4.14M -$8.13M -10,531 -66%
PL
1379
Parthenon LLC
Kentucky
$4.13M -$243K -315 -6%
AO
1380
Advisor OS
Illinois
$4.12M +$185K +240 +5%
BFM
1381
Boston Financial Management
Massachusetts
$4.11M +$232K +300 +6%
VWM
1382
Vermillion Wealth Management
Minnesota
$4.1M +$4.1M +5,313 New
RS
1383
Rakuten Securities
Japan
$4.1M -$1.03M -1,336 -20%
TPM
1384
Triasima Portfolio Management
Quebec, Canada
$4.1M +$4.1M +5,311 New
NFSG
1385
Newbridge Financial Services Group
Florida
$4.1M +$289K +375 +8%
KMWM
1386
Keudell/Morrison Wealth Management
Oregon
$4.1M +$233K +302 +6%
MIP
1387
Marietta Investment Partners
Wisconsin
$4.09M -$2.03M -2,635 -33%
PIM
1388
Parker Investment Management
California
$4.09M -$47.1K -61 -1%
BFO
1389
Boston Family Office
Massachusetts
$4.08M – – –
W
1390
Wealthquest
Ohio
$4.07M +$17K +22 +0.4%
SLG
1391
Stanley-Laman Group
Pennsylvania
$4.07M -$2.32K -3 -0.1%
WHG
1392
Westwood Holdings Group
Texas
$4.07M +$1.09M +1,410 +36%
PT
1393
Plimoth Trust
Massachusetts
$4.07M +$34K +44 +0.8%
PB
1394
Pinnacle Bancorp
Nebraska
$4.07M +$35.5K +46 +0.9%
SWM
1395
StoneCrest Wealth Management
Arizona
$4.07M +$259K +336 +7%
AC
1396
Asio Capital
Kentucky
$4.06M +$3.16M +4,094 +352%
AWM
1397
Avior Wealth Management
Nebraska
$4.06M +$320K +414 +9%
JWM
1398
Jeppson Wealth Management
California
$4.06M -$77.2K -100 -2%
AIC
1399
Argus Investors Counsel
New York
$4.05M -$20.1K -26 -0.5%
AMBIA
1400
Allen Mooney & Barnes Investment Advisors
Georgia
$4.05M +$98K +127 +2%
54 55
56
57 58