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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 %
HIMCH
451
Hartford Investment Management Co (HIMCO)
Connecticut
$37.6M -$727K -942 -2%
AI
452
Atria Investments
North Carolina
$37.5M +$2.02M +2,618 +6%
CWM
453
Congress Wealth Management
Massachusetts
$37.5M +$693K +897 +2%
ASN
454
Advisory Services Network
Georgia
$37.5M -$755K -978 -2%
LCM
455
LVM Capital Management
Michigan
$37.5M +$8.9M +11,534 +31%
HVIA
456
Hudson Valley Investment Advisors
New York
$37.2M -$65.6K -85 -0.2%
FMII
457
Farmers & Merchants Investments Inc
Nebraska
$37.2M +$146K +189 +0.4%
MGP
458
Metis Global Partners
California
$37.2M +$705K +913 +2%
IHL
459
Investment House LLC
California
$36.8M -$662K -857 -2%
Envestnet Portfolio Solutions
460
Envestnet Portfolio Solutions
Illinois
$36.5M +$4M +5,184 +12%
MAM
461
Martingale Asset Management
Massachusetts
$36.5M -$7.33M -9,490 -17%
AI
462
Axiom Investors
Connecticut
$36.2M -$213M -276,540 -86%
Impax Asset Management Group
463
Impax Asset Management Group
United Kingdom
$35.9M +$19.4M +25,167 +118%
MCM
464
Maple Capital Management
Vermont
$35.8M -$249K -322 -0.7%
SCM
465
Sterling Capital Management
North Carolina
$35.7M +$867K +1,123 +2%
VI
466
Vestcor Inc
New Brunswick, Canada
$35.3M -$1.24M -1,607 -3%
SRC
467
Shufro Rose & Co
New York
$35.3M -$1.57M -2,037 -4%
BG
468
Bellevue Group
Switzerland
$35.1M +$941K +1,219 +3%
RPAM
469
Rhenman & Partners Asset Management
Sweden
$35.1M -$1.58M -2,050 -4%
William Blair Investment Management
470
William Blair Investment Management
Illinois
$35M +$14M +18,193 +67%
RWP
471
RWA Wealth Partners
Massachusetts
$34.9M +$794K +1,028 +2%
Kovitz Investment Group Partners
472
Kovitz Investment Group Partners
Illinois
$34.8M -$774K -1,002 -2%
CTC
473
Central Trust Company
Missouri
$34.8M -$173K -224 -0.5%
Dodge & Cox
474
Dodge & Cox
California
$34.6M -$226K -293 -0.6%
UCFA
475
United Capital Financial Advisors
Texas
$34.5M +$90.3K +117 +0.3%
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