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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
CCM
3451
Compass Capital Management
Minnesota
$230K
FL
3452
FreeGulliver LLC
Louisiana
$230K +$234K +260 New
CWM
3453
Cedar Wealth Management
California
$229K -$157K -175 -40%
AL
3454
ADE LLC
Maryland
$229K
2L
3455
25 LLC
Missouri
$229K +$7.19K +8 +3%
BWM
3456
BKM Wealth Management
Wisconsin
$229K +$233K +259 New
HGA
3457
Hobbs Group Advisors
South Carolina
$229K
1WM
3458
1858 Wealth Management
Ohio
$229K -$59.3K -66 -20%
SPIA
3459
Strategic Point Investment Advisors
Rhode Island
$229K
ACA
3460
Ackerman Capital Advisors
Texas
$228K
FCT
3461
First Community Trust
Iowa
$228K +$10.8K +12 +5%
PSIWM
3462
Paradigm Strategies in Wealth Management
Minnesota
$226K -$23.4K -26 -9%
TCM
3463
Tradewinds Capital Management
Washington
$226K -$13.5K -15 -6%
MFA
3464
Morling Financial Advisors
California
$225K +$899 +1 +0.4%
OCFG
3465
O'Connor Financial Group
Illinois
$224K -$3.6K -4 -2%
WW
3466
Waterfront Wealth
Kansas
$224K +$223K +248 New
GWP
3467
Gen-Wealth Partners
Michigan
$224K -$71.9K -80 -23%
IGGA
3468
Iron Gate Global Advisors
Utah
$224K +$899 +1 +0.4%
FWM
3469
FMB Wealth Management
California
$223K
AIA
3470
Allied Investment Advisors
Montana
$223K -$15.3K -17 -6%
PA
3471
Prism Advisors
California
$222K
EAM
3472
Everstar Asset Management
North Carolina
$222K +$226K +251 New
AWC
3473
Adamsbrown Wealth Consultants
Kansas
$222K +$226K +251 New
HG
3474
Harbor Group
New Hampshire
$222K
FI
3475
Financial Insights
Washington
$221K -$44.1K -49 -16%

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.