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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
SCM
3476
Stonehearth Capital Management
Massachusetts
$221K -$13.5K -15 -6%
LGWM
3477
Litman Gregory Wealth Management
California
$221K
MHWM
3478
Montz Harcus Wealth Management
Louisiana
$221K -$899 -1 -0.4%
HP
3479
Holistic Planning
Texas
$221K -$17.1K -19 -7%
BIA
3480
Benchmark Investment Advisors
Illinois
$221K
FFM
3481
Flagstone Financial Management
Nebraska
$220K +$223K +248 New
1IA
3482
1620 Investment Advisors
Massachusetts
$219K +$9.89K +11 +5%
KLWA
3483
Kelly Lawrence W & Associates
California
$219K
SC
3484
Sierra Capital
Florida
$219K
CFA
3485
Cahill Financial Advisors
Minnesota
$219K +$23.4K +26 +12%
DWAM
3486
Duncan Williams Asset Management
Tennessee
$219K +$222K +247 New
BWM
3487
Biltmore Wealth Management
Arizona
$218K +$4.5K +5 +2%
KWM
3488
Koa Wealth Management
California
$218K +$6.29K +7 +3%
SVWG
3489
Shared Vision Wealth Group
United States
$218K +$899 +1 +0.4%
AFP
3490
Alpha Financial Partners
Kentucky
$217K -$191K -212 -46%
EFG
3491
Ehrlich Financial Group
California
$217K +$8.09K +9 +4%
KHCM
3492
Kirtland Hills Capital Management
Ohio
$217K +$219K +244 New
HWA
3493
Heartwood Wealth Advisors
Virginia
$216K -$38.7K -43 -15%
WDL
3494
Well Done LLC
Michigan
$215K -$133K -148 -38%
ELM
3495
Elite Life Management
Florida
$215K +$4.5K +5 +2%
SIA
3496
SGL Investment Advisors
Montana
$214K +$245K +272 New
SF
3497
Safeguard Financial
Wisconsin
$214K +$217K +241 New
BIP
3498
Blue Investment Partners
California
$213K
SVCP
3499
Silicon Valley Capital Partners
California
$212K
LAM
3500
Lifestyle Asset Management
Texas
$212K -$9.89K -11 -4%

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.