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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
Members Trust
3201
Members Trust
Florida
$363K +$82.7K +92 +29%
CPWM
3202
Cypress Point Wealth Management
Texas
$361K -$9.89K -11 -3%
SWG
3203
Summit Wealth Group
Vermont
$361K
JF
3204
Joule Financial
Kentucky
$361K -$129K -144 -26%
AAM
3205
Augustine Asset Management
Florida
$361K +$2.7K +3 +0.7%
RCI
3206
RS Crum Inc
California
$360K +$83.6K +93 +30%
HIIFS
3207
Harel Insurance Investments & Financial Services
Israel
$360K +$118K +131 +48%
HR
3208
Howe & Rusling
New York
$360K -$269K -299 -42%
RC
3209
Rovin Capital
Arizona
$359K +$138K +153 +61%
SC
3210
Seldon Capital
California
$358K
AWA
3211
ARQ Wealth Advisors
Arizona
$357K
CPCM
3212
Cardinal Point Capital Management
Ontario, Canada
$357K
GCA
3213
Genesee Capital Advisors
New York
$357K -$23.4K -26 -6%
DBRC
3214
D.B. Root & Company
Pennsylvania
$356K +$31.5K +35 +10%
CPW
3215
Catalyst Private Wealth
California
$356K
NWA
3216
New World Advisors
Massachusetts
$355K -$8.09K -9 -2%
MBI
3217
May Barnhard Investments
Maryland
$355K
TF
3218
Threadgill Financial
Texas
$354K -$629K -700 -64%
AIFAIM
3219
American Institute for Advanced Investment Management
Arizona
$354K
BEAM
3220
Baker Ellis Asset Management
Washington
$354K
PHIC
3221
Pine Haven Investment Counsel
Massachusetts
$354K
LGW
3222
Leslie Global Wealth
Illinois
$354K +$360K +400 New
NC
3223
nVerses Capital
Florida
$354K +$360K +400 New
BCM
3224
Brown Capital Management
Maryland
$353K
TIP
3225
Torray Investment Partners
Maryland
$353K +$358K +398 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.