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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
CSA
3076
Cottage Street Advisors
Massachusetts
$430K +$4.5K +5 +1%
CG
3077
Clifford Group
Massachusetts
$430K
MA
3078
MBA Advisors
Pennsylvania
$429K -$65.6K -73 -13%
CB
3079
Centennial Bank
Arkansas
$429K
GSIS
3080
Global Strategic Investment Solutions
Arizona
$427K +$55.7K +62 +15%
SWP
3081
Summit Wealth Partners
Florida
$426K +$74.6K +83 +21%
ME
3082
McIlrath & Eck
Washington
$426K +$14.4K +16 +3%
WCWM
3083
Willow Creek Wealth Management
California
$425K
HBWM
3084
Hollow Brook Wealth Management
New York
$425K +$198K +220 +85%
PCMN
3085
Paradigm Capital Management (Nevada)
Nevada
$425K +$432K +480 New
MA
3086
Modus Advisors
Minnesota
$424K +$105K +117 +32%
WFA
3087
WMG Financial Advisors
Tennessee
$424K +$431K +479 New
EWM
3088
Endowment Wealth Management
Wisconsin
$424K -$5.39K -6 -1%
Cohen & Steers
3089
Cohen & Steers
New York
$423K +$8.09K +9 +2%
HCM
3090
Hutchinson Capital Management
California
$423K -$2.7K -3 -0.6%
B
3091
Barings
North Carolina
$421K -$6.29K -7 -1%
CWM
3092
Collaborative Wealth Management
Florida
$421K +$12.6K +14 +3%
EW
3093
Element Wealth
Mississippi
$420K -$61.1K -68 -13%
CCA
3094
Cadent Capital Advisors
Oklahoma
$420K -$80K -89 -16%
HIP
3095
Harrell Investment Partners
Texas
$420K -$2.7K -3 -0.6%
ACA
3096
Aspire Capital Advisors
Washington
$419K +$27K +30 +7%
CGFA
3097
Colton Groome Financial Advisors
North Carolina
$418K -$40.5K -45 -9%
ACA
3098
American Capital Advisory
Idaho
$416K -$6.29K -7 -1%
NFG
3099
Norris Financial Group
South Carolina
$416K +$181K +201 +75%
W
3100
WorthPointe
California
$416K +$183K +204 +77%

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.