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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
WPW
3226
Watershed Private Wealth
Illinois
$353K +$358K +398 New
OWA
3227
ORBA Wealth Advisors
Illinois
$352K -$15.3K -17 -4%
EA
3228
Ellsworth Advisors
Ohio
$351K +$7.19K +8 +2%
CP
3229
Castleview Partners
Texas
$351K +$111K +123 +45%
UWM
3230
USAdvisors Wealth Management
Minnesota
$347K -$17.1K -19 -5%
RWML
3231
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$347K
KBFS
3232
Kohmann Bosshard Financial Services
Ohio
$346K
HSG
3233
Helen Stephens Group
Texas
$346K +$4.5K +5 +1%
AA
3234
Axiom Advisory
California
$345K +$345K +384 New
GGA
3235
Granite Group Advisors
Connecticut
$345K
WCP
3236
Wick Capital Partners
Pennsylvania
$344K +$8.09K +9 +2%
QWM
3237
Quaker Wealth Management
New Jersey
$344K +$349K +388 New
FWM
3238
Fonville Wealth Management
Virginia
$343K +$349K +388 New
ACM
3239
Ashford Capital Management
Delaware
$343K -$36K -40 -9%
CMBA
3240
C.M. Bidwell & Associates
Hawaii
$341K -$8.99K -10 -3%
MPIA
3241
Mountain Pacific Investment Advisers
Idaho
$341K
HFS
3242
Hoge Financial Services
Pennsylvania
$340K +$63.8K +71 +23%
CANC
3243
Culbertson A N & Co
Virginia
$340K -$4.5K -5 -1%
PAM
3244
Peak Asset Management
Colorado
$339K
PA
3245
Parkside Advisors
California
$338K
FCG
3246
Fielder Capital Group
Tennessee
$338K +$2.7K +3 +0.8%
LAS
3247
Legacy Advisory Services
Pennsylvania
$338K +$343K +381 New
EA
3248
Enclave Advisors
Texas
$337K +$342K +380 New
GGV
3249
GG Group Ventures
Florida
$336K +$75.5K +84 +24%
QCIG
3250
Quad-Cities Investment Group
Iowa
$335K

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.