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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
UWPG
3051
Ullmann Wealth Partners Group
Florida
$446K +$8.09K +9 +2%
FA
3052
FDx Advisors
Illinois
$445K -$16.2K -18 -3%
HR
3053
Hardy Reed
Mississippi
$444K +$450K +501 New
MCP
3054
Martin Capital Partners
Oregon
$443K
WFA
3055
Websterrogers Financial Advisors
South Carolina
$443K -$89.9K -100 -17%
IG
3056
Ithaka Group
Virginia
$443K
TAMH
3057
Taikang Asset Management (HK)
Hong Kong
$443K
DACS
3058
Dymon Asia Capital (Singapore)
Singapore
$443K +$180K +200 +67%
GCM
3059
Glaxis Capital Management
Florida
$443K +$450K +500 New
PCMH
3060
Polymer Capital Management (HK)
Hong Kong
$443K +$450K +500 New
SAF
3061
Smith Anglin Financial
Texas
$443K +$37.8K +42 +9%
JFA
3062
JNBA Financial Advisors
Minnesota
$442K
KOC
3063
Koss-Olinger Consulting
Florida
$440K -$7.19K -8 -2%
LDB
3064
Lee, Danner & Bass
Tennessee
$438K
FTC
3065
Farmers Trust Company
Ohio
$438K
BOS
3066
Bank of Stockton
California
$437K -$8.99K -10 -2%
PWM
3067
PBMares Wealth Management
Virginia
$437K +$38.7K +43 +10%
TSW
3068
Three Seasons Wealth
Utah
$436K +$45.9K +51 +12%
VPP
3069
Vertex Planning Partners
Illinois
$435K -$5.39K -6 -1%
PCA
3070
Providence Capital Advisors
North Carolina
$434K
WF
3071
Warner Financial
Maryland
$434K
EFG
3072
Elios Financial Group
Ohio
$433K +$440K +489 New
TCOO
3073
Trust Company of Oklahoma
Oklahoma
$433K -$127K -141 -22%
OPWM
3074
Oxinas Partners Wealth Management
Indiana
$433K -$41.4K -46 -9%
DWA
3075
Delap Wealth Advisory
Oregon
$431K -$98K -109 -18%

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.