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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
AWM
3326
AllSquare Wealth Management
New York
$298K
TCM
3327
TruNorth Capital Management
Michigan
$297K +$9.89K +11 +3%
OWA
3328
One Wealth Advisors
California
$296K +$899 +1 +0.3%
CWA
3329
Cornerstone Wealth Advisors
Minnesota
$295K -$17.1K -19 -5%
MKA
3330
M. Kulyk & Associates
Georgia
$295K +$1.8K +2 +0.6%
AFS
3331
Annapolis Financial Services
Maryland
$294K +$1.8K +2 +0.6%
GWM
3332
Gitterman Wealth Management
New Jersey
$294K
LSWM
3333
Lorne Steinberg Wealth Management
Canada
$293K
WPC
3334
White Pine Capital
Minnesota
$292K
SRA
3335
Secured Retirement Advisors
Minnesota
$291K -$18K -20 -6%
CMP
3336
Courage Miller Partners
Virginia
$290K
KWAG
3337
Kiely Wealth Advisory Group
North Carolina
$289K
NCM
3338
Nelson Capital Management
California
$289K
GB
3339
Goepper Burkhardt
South Carolina
$289K
SFS
3340
Sharp Financial Services
Pennsylvania
$289K +$14.4K +16 +5%
PP
3341
PFS Partners
New Jersey
$288K -$45K -50 -13%
FDDB
3342
Fidelity D&D Bancorp
Pennsylvania
$288K -$18K -20 -6%
TLCM
3343
Twin Lakes Capital Management
California
$288K
SWM
3344
Selective Wealth Management
Virginia
$288K
AFWM
3345
AMJ Financial Wealth Management
Virginia
$287K
AWG
3346
Altus Wealth Group
Colorado
$287K -$242K -269 -45%
BIA
3347
Bell Investment Advisors
California
$287K +$1.8K +2 +0.6%
VC
3348
Veery Capital
Delaware
$286K -$11.7K -13 -4%
SR
3349
Syntax Research
Florida
$286K
TAM
3350
TCP Asset Management
Ohio
$286K +$52.1K +58 +22%

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.