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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 %
LCM
2001
Liberty Capital Management
Michigan
$1.74M +$77.2K +100 +5%
CCP
2002
Clarity Capital Partners
California
$1.73M +$109K +141 +7%
SI
2003
Scharf Investments
California
$1.73M +$576K +746 +50%
WCF
2004
West Coast Financial
California
$1.73M -$10K -13 -0.6%
Loomis, Sayles & Company
2005
Loomis, Sayles & Company
Massachusetts
$1.72M +$276K +358 +19%
FWIA
2006
Fort Washington Investment Advisors
Ohio
$1.72M +$34K +44 +2%
B
2007
Bellecapital
Switzerland
$1.71M +$116K +150 +7%
FC
2008
Forte Capital
New York
$1.71M +$459K +595 +37%
QPWM
2009
Quadrant Private Wealth Management
Pennsylvania
$1.71M -$188K -244 -10%
MFG
2010
Mosaic Financial Group
Illinois
$1.71M -$72.6K -94 -4%
PFT
2011
Providence First Trust
Arizona
$1.71M -$113K -146 -6%
WCAMG
2012
Woodard & Company Asset Management Group
North Carolina
$1.71M +$97.3K +126 +6%
BDF
2013
Black Diamond Financial
Maryland
$1.71M +$510K +661 +43%
RI
2014
Redwood Investments
Massachusetts
$1.71M +$9.26K +12 +0.5%
VDI
2015
Vaughan David Investments
Illinois
$1.71M +$772 +1 +0%
LRPA
2016
L. Roy Papp & Associates
Arizona
$1.7M -$6.18K -8 -0.4%
CMI
2017
Clare Market Investments
Texas
$1.7M -$546K -707 -24%
EA
2018
Ellsworth Advisors
Ohio
$1.7M +$1.39M +1,806 +456%
WA1
2019
Wimmer Associates 1
California
$1.7M +$629K +815 +59%
FEG
2020
Financial Enhancement Group
Indiana
$1.7M +$212K +266 +14%
SCM
2021
Saxony Capital Management
Missouri
$1.69M -$69.5K -90 -4%
BPAMU
2022
BTG Pactual Asset Management US
New York
$1.69M +$267K +336 +19%
BWA
2023
Burt Wealth Advisors
Maryland
$1.69M -$238K -308 -12%
GF
2024
Gries Financial
Ohio
$1.68M -$16.2K -21 -1%
PTP
2025
Platform Technology Partners
New York
$1.67M +$10K +13 +0.6%
79 80
81
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