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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
OPWM
3101
Oakwell Private Wealth Management
Texas
$414K
TAM
3102
Titleist Asset Management
Texas
$414K
AIM
3103
Alhambra Investment Management
Florida
$412K -$45K -50 -10%
RCM
3104
Requisite Capital Management
Texas
$411K
PPWM
3105
PFG Private Wealth Management
Florida
$410K -$1.8K -2 -0.4%
EWM
3106
Elite Wealth Management
Washington
$410K +$18K +20 +5%
OIC
3107
Orion Investment Company
Missouri
$409K
TI
3108
Truepoint Inc
Ohio
$409K +$207K +230 +99%
SAM
3109
Seelaus Asset Management
New Jersey
$408K -$3.6K -4 -0.9%
GAG
3110
Goodman Advisory Group
Massachusetts
$408K
MWM
3111
Maltin Wealth Management
New Jersey
$407K +$899 +1 +0.2%
Optiver Holding
3112
Optiver Holding
Netherlands
$407K -$973K -1,082 -70%
STA
3113
Smith Thornton Advisors
Alabama
$407K +$2.7K +3 +0.7%
MCA
3114
Magnolia Capital Advisors
Mississippi
$407K +$413K +459 New
BSHC
3115
Breed's Hill Capital
Massachusetts
$405K -$80.9K -90 -16%
CWMGP
3116
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$404K
WF
3117
Whelan Financial
California
$404K +$49.4K +55 +14%
CA
3118
Crumly & Associates
Illinois
$404K -$201K -224 -33%
CCA
3119
Cottonwood Capital Advisors
Utah
$404K -$6.29K -7 -2%
SP
3120
Symmetry Partners
Connecticut
$403K -$9.73M -10,817 -96%
MWA
3121
Moser Wealth Advisors
Washington
$403K +$117K +130 +40%
AWM
3122
Adams Wealth Management
Utah
$403K +$40.5K +45 +11%
CI
3123
CacheTech Inc
Utah
$403K +$40.5K +45 +11%
PPWM
3124
Perissos Private Wealth Management
Oklahoma
$401K +$406K +452 New
BA
3125
Ballast Advisors
Minnesota
$400K

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.