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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 %
RC
1501
Roundview Capital
New Jersey
$3.4M +$743K +963 +28%
SAM
1502
Silphium Asset Management
United Kingdom
$3.4M +$3.86K +5 +0.1%
PWS
1503
Peterson Wealth Services
Utah
$3.38M -$185K -239 -5%
HI
1504
Humankind Investments
New York
$3.37M +$760K +985 +29%
IIM
1505
InTrack Investment Management
Vermont
$3.36M +$753K +1,011 +29%
BCM
1506
Becker Capital Management
Oregon
$3.36M -$26.2K -34 -0.8%
LF
1507
Lighthouse Financial
Florida
$3.35M +$3.35M +4,341 New
AWM
1508
Accurate Wealth Management
Florida
$3.34M +$91.2K +114 +3%
CCG
1509
Catalina Capital Group
California
$3.34M +$33.2K +43 +1%
VRM
1510
Vectors Research Management
New York
$3.34M – – –
WAM
1511
Wallington Asset Management
Indiana
$3.33M -$66.4K -86 -2%
RCAG
1512
Rehmann Capital Advisory Group
Michigan
$3.33M -$35.5K -46 -1%
UAS
1513
United Asset Strategies
New York
$3.32M +$124K +161 +4%
AIM
1514
Arcadia Investment Management
Michigan
$3.32M +$1.47M +1,903 +79%
DCM
1515
Davidson Capital Management
Texas
$3.32M +$586K +759 +21%
BBA
1516
Baader Bank Aktiengesellschaft
Germany
$3.31M -$209K -271 -6%
TW
1517
Towerpoint Wealth
California
$3.3M -$772 -1 -0%
JAM
1518
JCIC Asset Management
Ontario, Canada
$3.3M +$43.2K +56 +1%
GP
1519
Guardian Partners
Canada
$3.3M +$3.3M +4,187 New
LFG
1520
Lazard Frères Gestion
France
$3.29M +$2.52M +3,270 +328%
CFMC
1521
Curbstone Financial Management Corp
New Hampshire
$3.29M -$224K -290 -6%
CTC (Chicago Trading Company)
1522
CTC (Chicago Trading Company)
Illinois
$3.29M +$1.56M +2,026 +91%
HKAM
1523
Horizon Kinetics Asset Management
New York
$3.29M +$109K +141 +3%
CWM
1524
Cordatus Wealth Management
Pennsylvania
$3.28M +$110K +142 +3%
WG
1525
Winton Group
United Kingdom
$3.28M +$3M +3,892 +1,093%
59 60
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