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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
ADIM
3351
Alpha DNA Investment Management
Maryland
$285K +$289K +322 New
AFS
3352
Access Financial Services
Minnesota
$284K
CWM
3353
Campbell Wealth Management
Virginia
$284K +$288K +320 New
NHFG
3354
New Harbor Financial Group
Massachusetts
$284K
PCM
3355
Palisade Capital Management
New Jersey
$284K +$288K +320 New
RAG
3356
RIA Advisory Group
Iowa
$282K +$287K +319 New
CSIA
3357
Conrad Siegel Investment Advisors
Pennsylvania
$282K -$899 -1 -0.3%
EWA
3358
ERTS Wealth Advisors
Michigan
$282K
CWP
3359
Curated Wealth Partners
California
$280K +$2.7K +3 +1%
CM
3360
Columbus Macro
Pennsylvania
$280K
LFS
3361
Lutz Financial Services
Nebraska
$279K -$47.6K -53 -14%
EWA
3362
Evolution Wealth Advisors
Florida
$278K -$1.8K -2 -0.6%
TAM
3363
Trillium Asset Management
Massachusetts
$278K -$18.9K -21 -6%
FA
3364
Fiducient Advisors
Illinois
$277K -$423K -470 -60%
SCM
3365
Sterneck Capital Management
Missouri
$276K
PMA
3366
Prudent Man Advisors
Illinois
$276K +$281K +312 New
AI
3367
Arrien Investments
Idaho
$276K -$24.3K -27 -8%
CCM
3368
Cohen Capital Management
California
$276K +$280K +311 New
BRIA
3369
Balanced Rock Investment Advisors
Massachusetts
$273K -$23.4K -26 -8%
ACM
3370
Advance Capital Management
Michigan
$271K
TPCM
3371
Templeton & Phillips Capital Management
Tennessee
$271K
OWA
3372
Outlook Wealth Advisors
Texas
$271K +$71.9K +80 +35%
OGF
3373
Orin Green Financial
California
$271K +$275K +306 New
AI
3374
Auour Investments
Massachusetts
$271K
IEFM
3375
IQ EQ Fund Management
Ireland
$270K +$12.6K +14 +5%

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.