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Eli Lilly

3,907 hedge funds and large institutions have $606B invested in Eli Lilly in 2024 Q4 according to their latest regulatory filings, with 509 funds opening new positions, 1,531 increasing their positions, 1,474 reducing their positions, and 197 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 509 | Existing positions closed: 197

7% more funds holding

Funds holding: 3,6583,907 (+249)

4% more repeat investments, than reductions

Existing positions increased: 1,531 | Existing positions reduced: 1,474

0.78% less ownership

Funds ownership: 83.11%82.33% (-0.78%)

9% less call options, than puts

Call options by funds: $9.28B | Put options by funds: $10.1B

12% less capital invested

Capital invested by funds: $687B → $606B (-$81.1B)

29% less funds holding in top 10

Funds holding in top 10: 474337 (-137)

Holders
3,907
Holders Change
+249
Holders Change %
+6.81%
% of All Funds
51.46%
Holding in Top 10
337
Holding in Top 10 Change
-137
Holding in Top 10 Change %
-28.9%
% of All Funds
4.44%
New
509
Increased
1,531
Reduced
1,474
Closed
197
Calls
$9.28B
Puts
$10.1B
Net Calls
-$872M
Net Calls Change
+$364M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
251
Gateway Investment Advisers
Ohio
$122M -$3.46M -4,181 -3%
II
252
IFM Investors
Australia
$119M -$11.4M -13,800 -8%
CG
253
Carmignac Gestion
France
$117M +$12M +14,519 +11%
BC
254
Blackhill Capital
New Jersey
$114M -$78.7K -95 -0.1%
CII
255
Capital International Inc
California
$114M +$19.5M +23,605 +19%
WF
256
Welch & Forbes
Massachusetts
$113M +$10M +12,088 +9%
Lord, Abbett & Co
257
Lord, Abbett & Co
New Jersey
$112M -$193M -233,200 -62%
UM
258
UniSuper Management
Australia
$112M -$4.44M -5,364 -4%
RSCM
259
Rock Springs Capital Management
Maryland
$112M +$2.07M +2,500 +2%
Luther King Capital Management (LKCM)
260
Luther King Capital Management (LKCM)
Texas
$111M +$7.85M +9,476 +7%
NAM
261
Nissay Asset Management
Japan
$110M -$26.6M -32,105 -19%
SC
262
Styrax Capital
New York
$110M +$8.47M +10,228 +8%
OIAM
263
OFI Invest Asset Management
France
$108M +$120M +144,687 New
Wealth Enhancement Advisory Services
264
Wealth Enhancement Advisory Services
Minnesota
$107M -$24.5M -29,546 -18%
N
265
Natixis
France
$107M -$77.9M -94,028 -41%
PAM
266
Panagora Asset Management
Massachusetts
$106M +$16.2M +19,535 +17%
Daiwa Securities Group
267
Daiwa Securities Group
Japan
$105M +$1.02M +1,232 +0.9%
ASC
268
Atalanta Sosnoff Capital
New York
$105M -$2.4M -2,896 -2%
LA
269
LBP AM
France
$103M +$25.3M +30,555 +30%
URS
270
Utah Retirement Systems
Utah
$103M +$301K +364 +0.3%
WorldQuant Millennium Advisors
271
WorldQuant Millennium Advisors
New York
$101M -$49.3M -59,590 -31%
CK
272
Cohen Klingenstein
New York
$101M -$6.62M -8,000 -6%
Allspring Global Investments
273
Allspring Global Investments
North Carolina
$99.2M -$233M -280,938 -69%
BHC
274
Bowen Hanes & Co
Florida
$99.2M +$2.68M +3,236 +3%
CLOS
275
Compagnie Lombard Odier SCmA
Switzerland
$98.5M +$46.6M +56,285 +79%

LLY Hedge Fund Activity: Q4 2024 in Review

3,907 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q4 2024, worth a combined $606B — down 12% from $687B a quarter earlier.

Buyers outnumbered sellers: 509 funds opened new LLY positions and 197 closed out — a net gain of 312 holders — while 1,531 added to existing stakes and 1,474 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.67B. The largest seller was International Assets Investment Management, cutting an estimated $10.3B.

  • 3,907 institutional investors held Eli Lilly (LLY) as of Q4 2024, up from 3,658 in Q3 2024.
  • Funds reported $606B of Eli Lilly stock for Q4 2024, down 12% quarter-over-quarter.
  • 509 funds opened new Eli Lilly positions in Q4 2024 and 197 closed out, a net change of +312 holders.
  • The largest Eli Lilly buyer in Q4 2024 was Wellington Management Group, an estimated $1.67B added.
  • The largest Eli Lilly seller in Q4 2024 was International Assets Investment Management, an estimated $10.3B sold.

Based on aggregated 13F filings for Q4 2024.