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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 %
PCM
1526
Pennsylvania Capital Management
Pennsylvania
$3.28M +$19.3K +25 +0.6%
BI
1527
Ballast Inc
Kentucky
$3.28M -$93.4K -121 -3%
PTC
1528
Philadelphia Trust Company
Pennsylvania
$3.27M -$26.2K -34 -0.8%
CIAS
1529
CFS Investment Advisory Services
New Jersey
$3.27M +$31.7K +41 +1%
CF
1530
Copperwynd Financial
Arizona
$3.27M +$163K +211 +5%
UB
1531
Umpqua Bank
Oregon
$3.26M +$2.14M +2,873 +191%
FFA
1532
Fragasso Financial Advisors
Pennsylvania
$3.25M -$144K -186 -4%
IIM
1533
Ipswich Investment Management
Massachusetts
$3.25M -$10.8K -14 -0.3%
CA
1534
CGN Advisors
Kansas
$3.24M +$803K +1,040 +33%
EAM
1535
Eventide Asset Management
Massachusetts
$3.24M +$54K +70 +2%
CFS
1536
CRA Financial Services
New Jersey
$3.24M +$50.2K +65 +2%
BRM
1537
Boston Research & Management
Massachusetts
$3.23M – – –
BCM
1538
Brooktree Capital Management
Michigan
$3.23M -$16.2K -21 -0.5%
TW
1539
TritonPoint Wealth
Maryland
$3.23M +$83.4K +108 +3%
MFGM
1540
Marshall Financial Group (Maryland)
Maryland
$3.22M +$5.41K +7 +0.2%
GC
1541
Grimes & Company
Massachusetts
$3.21M +$61K +79 +2%
ACS
1542
Archford Capital Strategies
Illinois
$3.21M +$52.5K +68 +2%
BFIC
1543
Bedell Frazier Investment Counselling
California
$3.2M +$37.1K +48 +1%
KCM
1544
Kathmere Capital Management
Pennsylvania
$3.2M +$177K +229 +6%
EWS
1545
Eagle Wealth Strategies
New Jersey
$3.2M +$52.5K +68 +2%
GS
1546
GTS Securities
New York
$3.2M -$9.59M -12,420 -75%
MA
1547
MONECO Advisors
Connecticut
$3.19M +$691K +895 +28%
SFO
1548
Stokes Family Office
Louisiana
$3.17M -$114K -148 -3%
LIG
1549
Lokken Investment Group
Delaware
$3.17M -$48.6K -63 -2%
FIM
1550
Freedom Investment Management
Connecticut
$3.17M -$30.1K -39 -0.9%
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