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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
WAL
3001
W Advisors LLC
Tennessee
$480K -$2.7K -3 -0.6%
BONST
3002
Bank of Nova Scotia Trust
Ontario, Canada
$480K +$173K +192 +55%
CFG
3003
Compton Financial Group
Maryland
$478K -$49.4K -55 -9%
DTC
3004
Davidson Trust Company
Washington
$477K +$484K +538 New
FC
3005
Fairscale Capital
New Hampshire
$476K -$8.99K -10 -2%
BWG
3006
Balanced Wealth Group
Ohio
$475K
CCAL
3007
City Center Advisors LLC
Michigan
$475K +$899 +1 +0.2%
IWM
3008
Iams Wealth Management
Nebraska
$475K +$86.3K +96 +22%
SFC
3009
Strategic Financial Concepts
Texas
$475K -$373M -414,611 -100%
SEP
3010
Southland Equity Partners
Missouri
$475K +$200K +223 +71%
CA
3011
Cresta Advisors
Texas
$474K
EGWAG
3012
Elwood & Goetz Wealth Advisory Group
Georgia
$473K
OA
3013
Operose Advisors
Wisconsin
$473K
KFP
3014
Keener Financial Planning
Texas
$473K
V
3015
ViaWealth
Kansas
$473K +$36.9K +41 +8%
FWM
3016
FFT Wealth Management
Pennsylvania
$472K +$279K +310 +139%
FPB
3017
First PREMIER Bank
South Dakota
$472K -$25.2K -28 -5%
SFI
3018
SPC Financial Inc
Maryland
$471K +$23.4K +26 +5%
MGWM
3019
Marks Group Wealth Management
Minnesota
$470K -$18.9K -21 -4%
RHP
3020
Royal Harbor Partners
Texas
$470K
AW
3021
Alaethes Wealth
Nevada
$470K +$37.8K +42 +9%
ABTD
3022
Arvest Bank Trust Division
Oklahoma
$469K +$476K +529 New
NCM
3023
Novare Capital Management
North Carolina
$467K +$202K +225 +75%
BWM
3024
Buckley Wealth Management
Nevada
$467K +$33.3K +37 +8%
IIA
3025
ICW Investment Advisors
Arizona
$467K +$38.7K +43 +9%

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.