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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
RFA
2926
Resurgent Financial Advisors
Georgia
$533K +$7.19K +8 +1%
DPW
2927
DiNuzzo Private Wealth
Pennsylvania
$533K +$471K +524 +672%
FFL
2928
Financial Freedom LLC
Ohio
$533K
MHB
2929
Midwest Heritage Bank
Iowa
$532K
TA
2930
TPG Advisors
Illinois
$532K
FMTCOCP
2931
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$532K
UAG
2932
United Advisor Group
Ohio
$532K +$539K +600 New
GPI
2933
General Partner Inc
Pennsylvania
$532K
BWM
2934
BigSur Wealth Management
Florida
$532K +$89.9K +100 +20%
IWA
2935
Inspirion Wealth Advisors
Illinois
$531K +$63.8K +71 +13%
JPLA
2936
Joseph P. Lucia & Associates
New York
$531K +$241K +268 +81%
RWI
2937
Red Wave Investments
Pennsylvania
$529K
CWM
2938
CCG Wealth Management
California
$529K +$36.9K +41 +7%
R
2939
Rebalance
California
$527K -$68.3K -76 -11%
FWM
2940
Fairhaven Wealth Management
Illinois
$527K +$92.6K +103 +21%
PWMG
2941
Prestige Wealth Management Group
New Jersey
$526K +$49.4K +55 +10%
CIG
2942
Cascade Investment Group
Colorado
$524K
PWP
2943
Parkwoods Wealth Partners
New York
$524K +$531K +591 New
PAG
2944
Paladin Advisory Group
Iowa
$523K
GWM
2945
GSB Wealth Management
Connecticut
$522K +$899 +1 +0.2%
OWA
2946
Octavia Wealth Advisors
Ohio
$521K -$103K -115 -16%
SWM
2947
Scissortail Wealth Management
Oklahoma
$521K -$451K -502 -99%
GWSA
2948
Global Wealth Strategies & Associates
Colorado
$519K -$36.9K -41 -7%
AWA
2949
Aquire Wealth Advisors
Utah
$518K +$526K +585 New
EWM
2950
Elmwood Wealth Management
California
$518K +$526K +585 New

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.