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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
DI
3301
Disciplined Investments
Oklahoma
$313K -$8.99K -10 -3%
SPWM
3302
Schrum Private Wealth Management
Florida
$312K +$316K +352 New
GRA
3303
Golden Road Advisors
Florida
$311K -$899 -1 -0.3%
TI
3304
tru Independence
Oregon
$310K +$25.2K +28 +9%
TFM
3305
TFC Financial Management
Massachusetts
$310K +$90.8K +101 +41%
FWM
3306
FMA Wealth Management
Massachusetts
$310K -$13.5K -15 -4%
SCM
3307
Stordahl Capital Management
Colorado
$310K
LCC
3308
Lincoln Capital Corp
Rhode Island
$309K +$8.99K +10 +3%
CFS
3309
Cannon Financial Strategists
Georgia
$309K
RPGK
3310
Retirement Planning Group (Kansas)
Kansas
$306K +$311K +346 New
YWS
3311
Yarger Wealth Strategies
Ohio
$306K +$12.6K +14 +4%
FZCM
3312
Flynn Zito Capital Management
New York
$305K +$5.39K +6 +2%
KPWG
3313
KFA Private Wealth Group
Virginia
$305K -$899 -1 -0.3%
RH
3314
RFG Holdings
Texas
$304K +$17.1K +19 +6%
GL
3315
Gerber LLC
Ohio
$303K
MWA
3316
MFA Wealth Advisors
Pennsylvania
$303K
CC
3317
Capstone Capital
Nevada
$302K
GJIA
3318
Glass Jacobson Investment Advisors
Maryland
$302K -$15.3K -17 -5%
HI
3319
Hoey Investments
Pennsylvania
$301K
FWM
3320
FSA Wealth Management
Massachusetts
$301K +$306K +340 New
JHP
3321
James Hambro & Partners
United Kingdom
$301K +$10.8K +12 +4%
CFA
3322
Camarda Financial Advisors
Florida
$300K +$3.6K +4 +1%
VIM
3323
Vista Investment Management
Pennsylvania
$299K -$2.7K -3 -0.9%
HWM
3324
Horizons Wealth Management
North Carolina
$299K
OCM
3325
Objective Capital Management
Ohio
$298K +$302K +336 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.