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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
CA
2851
Claris Advisors
Missouri
$589K +$598K +665 New
TWM
2852
TCFG Wealth Management
California
$585K +$593K +660 New
SWA
2853
Strata Wealth Advisors
Texas
$583K +$31.5K +35 +6%
EA
2854
Emerald Advisors
Washington
$583K
MWM
2855
MBE Wealth Management
Wisconsin
$582K +$50.3K +56 +9%
CIM
2856
Contravisory Investment Management
Massachusetts
$579K +$30.6K +34 +5%
NIM
2857
Nicollet Investment Management
Minnesota
$579K
TWA
2858
Tandem Wealth Advisors
Arizona
$579K -$36K -40 -6%
HWM
2859
Howard Wealth Management
Connecticut
$578K +$3.6K +4 +0.6%
RA
2860
Rise Advisors
New York
$578K -$45K -50 -7%
LA
2861
Lakeside Advisors
Washington
$578K -$22.5K -25 -4%
FA
2862
Fountainhead AM
New Jersey
$577K -$36K -40 -6%
CAM
2863
Clark Asset Management
New Hampshire
$577K +$166K +185 +40%
IA
2864
IMZ Advisory
Florida
$576K
EWP
2865
Elevation Wealth Partners
California
$576K
MIM
2866
Montgomery Investment Management
Maryland
$576K
SWM
2867
Seaside Wealth Management
California
$576K
PGAM
2868
Princeton Global Asset Management
New Jersey
$576K +$82.7K +92 +16%
PMG
2869
Private Management Group
California
$575K
LSA
2870
Lansing Street Advisors
Pennsylvania
$575K +$18.9K +21 +3%
WWC
2871
Waypoint Wealth Counsel
Georgia
$574K +$96.2K +107 +20%
AF
2872
Apexium Financial
Texas
$574K +$41.4K +46 +8%
CFAM
2873
Center For Asset Management
Florida
$574K +$899 +1 +0.2%
SPA
2874
Sentinel Pension Advisors
Massachusetts
$573K +$73.7K +82 +15%
GA
2875
GFS Advisors
Texas
$573K +$357K +397 +159%

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.