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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
NAG
3151
Northstar Advisory Group
New Jersey
$387K -$1.8K -2 -0.5%
PWA
3152
Phoenix Wealth Advisors
North Carolina
$386K
EMAM
3153
Encompass More Asset Management
California
$386K +$392K +436 New
CFSG
3154
Clark Financial Services Group
Missouri
$386K +$49.4K +55 +14%
LWM
3155
LongView Wealth Management
Georgia
$385K -$899 -1 -0.2%
IWP
3156
IAG Wealth Partners
Wisconsin
$384K
RAM
3157
RWC Asset Management
United Kingdom
$384K +$64.7K +72 +20%
PFU
3158
Parus Finance (UK)
United Kingdom
$384K -$10.9M -12,170 -97%
AFA
3159
Arlington Financial Advisors
California
$384K
WDC
3160
Woodward Diversified Capital
California
$382K -$3.54M -3,939 -90%
BHWM
3161
Beaird Harris Wealth Management
Texas
$381K -$73.7K -82 -16%
GPA
3162
Garrison Point Advisors
California
$381K
SCA
3163
Stuart Chaussee & Associates
California
$381K
HFS
3164
Howard Financial Services
Texas
$381K -$10.8K -12 -3%
FFG
3165
Fiduciary Financial Group
California
$380K -$6.29K -7 -2%
SMWM
3166
Silvia McColl Wealth Management
California
$380K
BTIM
3167
BancFirst Trust & Investment Management
Oklahoma
$379K -$305K -339 -44%
BWA
3168
BlueChip Wealth Advisors
Georgia
$379K +$8.09K +9 +2%
HGWM
3169
Horst & Graben Wealth Management
Oregon
$378K -$899 -1 -0.2%
RI
3170
Ridgewood Investments
New Jersey
$378K +$10.8K +12 +3%
WCM
3171
Windward Capital Management
California
$378K +$384K +427 New
DWM
3172
Darwin Wealth Management
Florida
$378K +$383K +426 New
IP
3173
Intellectus Partners
California
$377K
KWM
3174
Kolinsky Wealth Management
New Jersey
$377K +$64.7K +72 +20%
OPW
3175
Osprey Private Wealth
New York
$377K +$382K +425 New

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.