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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
HFA
2976
High Falls Advisors
New York
$496K +$30.6K +34 +6%
PA
2977
Planning Alternatives
Michigan
$495K +$14.4K +16 +3%
FF
2978
Francis Financial
$492K +$23.4K +26 +5%
FFA
2979
Frazier Financial Advisors
Ohio
$490K +$30.6K +34 +7%
RWRC
2980
R.W. Roge & Company
New York
$489K +$2.7K +3 +0.5%
DFG
2981
Dupree Financial Group
Kentucky
$488K
LTI
2982
Laffer Tengler Investments
Tennessee
$487K
SBWIC
2983
Schaper Benz & Wise Investment Counsel
Wisconsin
$487K +$129K +143 +35%
BWM
2984
Baron Wealth Management
Michigan
$487K +$120K +133 +32%
SCM
2985
Spreng Capital Management
Ohio
$486K -$117K -130 -19%
BBA
2986
Braun-Bostich & Associates
Pennsylvania
$485K -$5.39K -6 -1%
PTCG
2987
Pring Turner Capital Group
California
$485K -$45.9K -51 -9%
FBT
2988
First Bank & Trust
South Dakota
$485K +$899 +1 +0.2%
WIM
2989
Warwick Investment Management
Texas
$485K +$7.19K +8 +1%
KWM
2990
KFG Wealth Management
Indiana
$484K -$10.8K -12 -2%
SL
2991
Summitry LLC
California
$484K +$229K +255 +88%
CWP
2992
Core Wealth Partners
California
$483K +$187K +208 +62%
LCWP
2993
Legacy Capital Wealth Partners
Arkansas
$482K -$74.6K -83 -13%
FWM
2994
Foguth Wealth Management
Michigan
$482K -$48.5K -54 -9%
CBA
2995
Coastal Bridge Advisors
Connecticut
$482K -$289K -322 -37%
BSI
2996
Bennett Selby Investments
Maine
$481K +$27.9K +31 +6%
JA
2997
JVL Associates
Michigan
$481K -$36.9K -41 -7%
C
2998
Covestor
United Kingdom
$481K -$73.7K -82 -13%
PWAC
2999
Private Wealth Advisors (California)
California
$481K -$8.09K -9 -2%
MF
3000
Manchester Financial
California
$480K +$18.9K +21 +4%

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.