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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
BCM
2951
BluePath Capital Management
Georgia
$515K +$1.8K +2 +0.3%
CVM
2952
Cheviot Value Management
California
$515K +$1.8K +2 +0.3%
JCIA
2953
Jackson Creek Investment Advisors
Colorado
$514K -$98.9K -110 -16%
MWM
2954
Marion Wealth Management
Pennsylvania
$514K -$399K -444 -43%
HBS
2955
Howard Bailey Securities
Indiana
$514K +$521K +580 New
RA
2956
Ruggaard & Associates
Ohio
$510K
SFS
2957
Strategic Financial Services
New York
$509K
CC
2958
Corton Capital
Ontario, Canada
$509K +$306K +340 +145%
FCIM
2959
Fairview Capital Investment Management
California
$509K +$199K +221 +63%
CHAM
2960
Clear Harbor Asset Management
Connecticut
$508K
SLWA
2961
San Luis Wealth Advisors
California
$506K +$45K +50 +10%
CC
2962
Cypress Capital
Tennessee
$506K -$461K -513 -47%
LIA
2963
Luken Investment Analytics
Tennessee
$505K
TFCP
2964
Twin Focus Capital Partners
Massachusetts
$503K
B
2965
BetterWealth
California
$503K
GFG
2966
GR Financial Group
Arizona
$502K +$899 +1 +0.2%
FM
2967
Family Management
New York
$501K -$3.08M -3,427 -86%
JTWM
2968
Jackson Thornton Wealth Management
Alabama
$501K -$899 -1 -0.2%
VCWA
2969
Vanguard Capital Wealth Advisors
Colorado
$501K
TC
2970
Truvestments Capital
Florida
$500K +$135K +150 +36%
MPCA
2971
Madison Park Capital Advisors
Washington
$499K +$2.7K +3 +0.5%
WWM
2972
Wiser Wealth Management
Georgia
$499K +$506K +563 New
FEM
2973
Fulcrum Equity Management
Texas
$498K +$141K +157 +39%
EMFAT
2974
Emerald Mutual Fund Advisers Trust
Pennsylvania
$498K +$219K +244 +77%
PCI
2975
Planning Center Inc
Illinois
$496K

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.