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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
ACM
3426
Absolute Capital Management
Pennsylvania
$245K -$4.5K -5 -2%
CCA
3427
Carrera Capital Advisors
Michigan
$244K +$247K +275 New
NWMG
3428
National Wealth Management Group
Ohio
$243K -$697K -775 -74%
WR
3429
WD Rutherford
Oregon
$243K +$36K +40 +17%
BZWA
3430
Blue Zone Wealth Advisors
California
$243K +$246K +274 New
BFA
3431
Beacon Financial Advisory
Ohio
$241K +$33.3K +37 +16%
SA
3432
Sunesis Advisors
Kansas
$240K
AA
3433
Alesco Advisors
New York
$239K +$1.8K +2 +0.7%
MIAS
3434
Mason Investment Advisory Services
Virginia
$239K -$14.4K -16 -6%
MCM
3435
Mainstream Capital Management
California
$238K +$242K +269 New
CWC
3436
Carolinas Wealth Consulting
North Carolina
$237K -$46.8K -52 -16%
SA
3437
SRH Advisors
Kansas
$237K
SIA
3438
Sage Investment Advisers
New York
$236K
PWM
3439
Power Wealth Management
Georgia
$236K +$22.5K +25 +10%
MAM
3440
MWA Asset Management
Massachusetts
$235K -$899 -1 -0.4%
DI
3441
DDFG Inc
California
$234K
SWM
3442
SK Wealth Management
Rhode Island
$234K +$268K +298 New
APW
3443
Acima Private Wealth
Virginia
$233K -$84.5K -94 -26%
GIA
3444
Goodwin Investment Advisory
Georgia
$233K +$11.7K +13 +5%
PCMK
3445
Paragon Capital Management (Kansas)
Kansas
$233K +$236K +263 New
EIG
3446
Ellenbecker Investment Group
Wisconsin
$232K -$153K -170 -39%
MAA
3447
Mraz Amerine & Associates
California
$232K +$236K +262 New
FPGT
3448
Financial Partners Group (Tennessee)
Tennessee
$232K -$25.2K -28 -10%
TIM
3449
Total Investment Management
Arizona
$231K +$21.6K +24 +10%
LI
3450
Lafayette Investments
Maryland
$230K -$22.5K -25 -9%

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.