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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 %
BSC
1426
Brown Shipley & Co
United Kingdom
$3.91M +$2.72M +3,523 +228%
PCH
1427
PGIM Custom Harvest
New Jersey
$3.91M -$1.44M -1,871 -27%
CCS
1428
Concentric Capital Strategies
Connecticut
$3.9M -$11.6M -15,052 -75%
ADL
1429
Asset Dedication LLC
California
$3.9M -$1.71M -2,215 -30%
PWP
1430
Private Wealth Partners
California
$3.88M -$298K -386 -7%
SL
1431
Sentry LLC
Tennessee
$3.86M -$772 -1 -0%
RCA
1432
Resonant Capital Advisors
Wisconsin
$3.86M +$53.3K +69 +1%
EFG
1433
Everhart Financial Group
Ohio
$3.84M -$354K -458 -8%
PCMH
1434
Polymer Capital Management (HK)
Hong Kong
$3.83M +$3.44M +4,458 +892%
PWM
1435
Peterson Wealth Management
Nevada
$3.82M +$822K +1,065 +27%
DP
1436
Dearborn Partners
Illinois
$3.82M +$185K +239 +5%
3IP
1437
3Chopt Investment Partners
Virginia
$3.81M -$113K -146 -3%
CFP
1438
Catalyst Financial Partners
Massachusetts
$3.81M +$68.7K +89 +2%
NL
1439
NVWM LLC
Pennsylvania
$3.8M -$36.3K -47 -0.9%
AWE
1440
Avidian Wealth Enterprises
Texas
$3.8M +$414K +536 +12%
LCM
1441
Landscape Capital Management
New Jersey
$3.8M +$2.54M +3,284 +201%
CAMV
1442
Concord Asset Management (Virginia)
Virginia
$3.8M +$291K +377 +8%
KCM
1443
KRS Capital Management
Michigan
$3.79M +$120K +156 +3%
SQA
1444
Simon Quick Advisors
New Jersey
$3.79M +$94.9K +123 +3%
FNFDCM
1445
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.79M -$168K -218 -4%
FSA
1446
Fort Sheridan Advisors
Illinois
$3.77M +$37.1K +48 +1%
CT
1447
Clearstead Trust
Maine
$3.76M -$192K -249 -5%
DAM
1448
Draper Asset Management
New York
$3.76M +$97.7K +123 +3%
AP
1449
Appleton Partners
Massachusetts
$3.74M -$30.1K -39 -0.8%
EWM
1450
EPG Wealth Management
Georgia
$3.74M -$367K -475 -9%
56 57
58
59 60