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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
RA
3376
Rockingstone Advisors
Massachusetts
$270K +$53.9K +60 +24%
LAIC
3377
Lederer & Associates Investment Counsel
California
$270K
LIA
3378
LifePlan Investment Advisors
North Carolina
$269K
FRA
3379
Front Row Advisors
California
$269K -$866K -963 -76%
MAA
3380
Matrix Asset Advisors
New York
$268K +$4.5K +5 +2%
CWA
3381
Centennial Wealth Advisory
Michigan
$267K +$271K +301 New
AFIA
3382
America First Investment Advisors
Nebraska
$267K
SI
3383
Stonekeep Investments
New Mexico
$267K +$14.4K +16 +6%
FPFS
3384
First Personal Financial Services
North Carolina
$267K +$53.9K +60 +25%
IW
3385
Instrumental Wealth
Florida
$266K -$44.1K -49 -15%
DMKJ
3386
David M. Knott Jr
$266K
LFA
3387
Legend Financial Advisors
Pennsylvania
$266K -$45K -50 -14%
ATFA
3388
All Terrain Financial Advisors
Minnesota
$266K
HWM
3389
HRC Wealth Management
Idaho
$266K
TVAMP
3390
Tennessee Valley Asset Management Partners
Tennessee
$265K -$65.6K -73 -20%
IAS
3391
Investment Advisory Services
Texas
$264K +$9.89K +11 +4%
NCM
3392
Noesis Capital Mangement
Florida
$263K -$8.99K -10 -3%
RDIA
3393
RE Dickinson Investment Advisors
Iowa
$262K +$899 +1 +0.3%
CIS
3394
Custom Index Systems
New York
$262K +$38.7K +43 +17%
PK
3395
Pflug Koory
Nebraska
$262K +$266K +296 New
SWRP
3396
Summit Wealth & Retirement Planning
California
$262K +$266K +296 New
PWSG
3397
Pacific Wealth Strategies Group
California
$261K
TFA
3398
Tobias Financial Advisors
Florida
$261K +$7.19K +8 +3%
BWCS
3399
Beirne Wealth Consulting Services
Connecticut
$260K
CAS
3400
Coppell Advisory Solutions
Texas
$260K -$23.8M -26,480 -99%

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.