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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
SDWMA
3501
Schneider Downs Wealth Management Advisors
Pennsylvania
$212K -$1.8K -2 -0.8%
NCMW
3502
Northern Capital Management (Washington)
Washington
$211K
SDWIA
3503
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$210K +$10.8K +12 +5%
JSA
3504
Jim Saulnier & Associates
Colorado
$210K +$213K +237 New
SHFP
3505
Second Half Financial Partners
Florida
$210K +$213K +237 New
AIA
3506
Arbor Investment Advisors
North Carolina
$210K
OWM
3507
Opes Wealth Management
California
$209K +$899 +1 +0.4%
RA
3508
Riversedge Advisors
Delaware
$208K -$11.7K -13 -5%
MCIA
3509
Mountain Capital Investment Advisors
Colorado
$208K +$14.4K +16 +7%
BIM
3510
Bullseye Investment Management
Ohio
$207K -$46.8K -52 -17%
MC
3511
McCarthy & Cox
Ohio
$207K +$209K +233 New
BBP
3512
Banco BTG Pactual
Brazil
$206K +$209K +233 New
MC
3513
Martin & Co
Tennessee
$206K
LRWA
3514
Long Run Wealth Advisors
New York
$206K +$899 +1 +0.4%
CNFG
3515
Creegan & Nassoura Financial Group
New Hampshire
$206K +$209K +232 New
MLA
3516
My Legacy Advisors
Oregon
$205K -$18K -20 -8%
BAG
3517
Bridgewealth Advisory Group
California
$204K +$207K +230 New
MCM
3518
Mainstay Capital Management
Michigan
$203K +$206K +229 New
PFM
3519
Peak Financial Management
Massachusetts
$203K -$170K -189 -45%
AGA
3520
Arkos Global Advisors
Texas
$202K -$43.2K -48 -17%
AFM
3521
Abbot Financial Management
Massachusetts
$202K
PFP
3522
Paragon Financial Partners
California
$202K
CI
3523
Carroll Investors
South Carolina
$202K +$205K +228 New
SIA
3524
SeaBridge Investment Advisors
New Jersey
$201K
SLC
3525
Second Line Capital
Louisiana
$201K +$204K +227 New

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.