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Eli Lilly

3,658 hedge funds and large institutions have $687B invested in Eli Lilly in 2024 Q3 according to their latest regulatory filings, with 245 funds opening new positions, 1,565 increasing their positions, 1,390 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 245 | Existing positions closed: 113

13% more repeat investments, than reductions

Existing positions increased: 1,565 | Existing positions reduced: 1,390

3% more funds holding

Funds holding: 3,5653,658 (+93)

0.89% more ownership

Funds ownership: 82.22%83.11% (+0.89%)

3% less capital invested

Capital invested by funds: $707B → $687B (-$19.6B)

12% less call options, than puts

Call options by funds: $9.13B | Put options by funds: $10.4B

15% less funds holding in top 10

Funds holding in top 10: 555474 (-81)

Holders
3,658
Holders Change
+93
Holders Change %
+2.61%
% of All Funds
52.52%
Holding in Top 10
474
Holding in Top 10 Change
-81
Holding in Top 10 Change %
-14.59%
% of All Funds
6.81%
New
245
Increased
1,565
Reduced
1,390
Closed
113
Calls
$9.13B
Puts
$10.4B
Net Calls
-$1.24B
Net Calls Change
+$436M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
2826
Kaye Capital Management
California
$615K +$899 +1 +0.1%
EC
2827
Eaton-Cambridge
Arizona
$613K -$11.7K -13 -2%
FRM
2828
Fox Run Management
Connecticut
$613K +$622K +692 New
GWP
2829
Gateway Wealth Partners
Wisconsin
$613K -$97.1K -108 -14%
MLFP
2830
MPS Loria Financial Planners
Illinois
$612K -$461K -513 -43%
ATC
2831
Advantage Trust Company
Kansas
$611K
IFA
2832
Index Fund Advisors
California
$611K -$24.3K -27 -4%
AWA
2833
Acorn Wealth Advisors
Michigan
$610K +$105K +117 +20%
SLT
2834
St Louis Trust
Missouri
$609K -$274K -305 -31%
GCP
2835
GSA Capital Partners
United Kingdom
$606K +$615K +684 New
SFG
2836
Sovereign Financial Group
Connecticut
$605K +$22.5K +25 +4%
PIA
2837
Powell Investment Advisors
Florida
$605K +$18K +20 +3%
WAM
2838
Walker Asset Management
Missouri
$605K +$26.1K +29 +4%
THCM
2839
Taylor Hoffman Capital Management
Virginia
$605K +$655K +729 New
BCG
2840
BayBridge Capital Group
California
$604K -$36K -40 -6%
TPW
2841
TL Private Wealth
Texas
$603K
KIM
2842
Karpus Investment Management
New York
$602K
SIC
2843
Shoker Investment Counsel
Ohio
$602K +$11.7K +13 +2%
OFG
2844
OmniStar Financial Group
North Carolina
$602K +$370K +412 +155%
SIS
2845
Strategic Investment Solutions
Illinois
$599K +$46.8K +52 +8%
MHR
2846
Matthew Hamilton Rosenberg
$597K +$18K +20 +3%
DFG
2847
Demars Financial Group
Washington
$595K +$2.7K +3 +0.4%
RAM
2848
Readystate Asset Management
Illinois
$594K +$603K +671 New
ST
2849
Somerset Trust
Pennsylvania
$590K -$3.6K -4 -0.6%
MWP
2850
Meridian Wealth Partners
Pennsylvania
$590K -$9.89K -11 -2%

LLY Hedge Fund Activity: Q3 2024 in Review

3,658 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q3 2024, worth a combined $687B — down 2.8% from $707B a quarter earlier.

Buyers outnumbered sellers: 245 funds opened new LLY positions and 113 closed out — a net gain of 132 holders — while 1,565 added to existing stakes and 1,390 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $11.2B. The largest seller was Primecap Management, cutting an estimated $1.73B.

  • 3,658 institutional investors held Eli Lilly (LLY) as of Q3 2024, up from 3,565 in Q2 2024.
  • Funds reported $687B of Eli Lilly stock for Q3 2024, down 2.8% quarter-over-quarter.
  • 245 funds opened new Eli Lilly positions in Q3 2024 and 113 closed out, a net change of +132 holders.
  • The largest Eli Lilly buyer in Q3 2024 was International Assets Investment Management, an estimated $11.2B added.
  • The largest Eli Lilly seller in Q3 2024 was Primecap Management, an estimated $1.73B sold.

Based on aggregated 13F filings for Q3 2024.