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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 %
DCM
676
Donaldson Capital Management
Indiana
$18M +$367K +476 +2%
BB
677
Busey Bank
Illinois
$18M -$43.2K -56 -0.2%
CP
678
Cumberland Partners
Ontario, Canada
$18M +$995K +1,289 +6%
CCM
679
Coldstream Capital Management
Washington
$18M +$48.6K +63 +0.3%
CWM
680
Chronos Wealth Management
Florida
$17.8M -$122K -158 -0.7%
JFL
681
Jarislowsky, Fraser Ltd
Quebec, Canada
$17.6M -$762K -987 -4%
CFO
682
Callan Family Office
Pennsylvania
$17.4M +$16.8M +21,742 +2,850%
LOAMS
683
Lombard Odier Asset Management (Switzerland)
Switzerland
$17.4M +$918K +1,189 +6%
NCM
684
Narwhal Capital Management
Georgia
$17.3M +$813K +1,053 +5%
HCM
685
Huber Capital Management
California
$17.3M – – –
CAM
686
Cypress Asset Management
Texas
$17.3M +$73.9K +94 +0.4%
FGWP
687
Founders Grove Wealth Partners
Virginia
$17.3M +$17.3M +22,354 New
ECM
688
Everence Capital Management
Indiana
$17.2M +$533K +690 +3%
CTA
689
Chesley Taft & Associates
Illinois
$17.2M -$46.3K -60 -0.3%
SWC
690
Spectrum Wealth Counsel
Indiana
$17.1M +$2.23M +2,895 +15%
TCA
691
Trifecta Capital Advisors
Illinois
$17.1M +$151K +196 +0.9%
CCM
692
Copeland Capital Management
Pennsylvania
$17.1M -$2.53M -3,277 -13%
PWM
693
Partnership Wealth Management
Maryland
$16.8M +$30.9K +40 +0.2%
MGAM
694
McGowan Group Asset Management
Texas
$16.8M -$18.5K -24 -0.1%
CNTOF
695
Canandaigua National Trust of Florida
New York
$16.8M -$625K -810 -4%
JPWM
696
Jamison Private Wealth Management
Georgia
$16.7M +$123K +159 +0.7%
HPC
697
HM Payson & Co
Maine
$16.6M -$313K -406 -2%
BST
698
Bath Savings Trust
Maine
$16.6M -$100K -130 -0.6%
EGM
699
Engineers Gate Manager
New York
$16.5M +$15.8M +20,511 +2,225%
CIS
700
Connors Investor Services
Pennsylvania
$16.5M +$1.32M +1,709 +9%
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