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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
AWM
3551
Abound Wealth Management
Tennessee
$139K +$7.19K +8 +5%
DWS
3552
Dynamic Wealth Strategies
California
$138K -$11.7K -13 -8%
PWMG
3553
Private Wealth Management Group
New Jersey
$136K -$1.8K -2 -1%
AJ
3554
Ashburton (Jersey)
Jersey
$135K
SFA
3555
Semmax Financial Advisors
North Carolina
$132K -$1.8K -2 -1%
BFP
3556
Briaud Financial Planning
Texas
$129K
RFG
3557
REAP Financial Group
Texas
$128K +$88.1K +98 +209%
MFG
3558
Mendota Financial Group
Wisconsin
$127K -$121K -135 -49%
CWA
3559
Carolina Wealth Advisors
South Carolina
$123K +$52.1K +58 +72%
SC
3560
Swan Capital
Florida
$122K +$1.8K +2 +1%
WFG
3561
Wormser Freres Gestion
France
$121K
FPF
3562
First Pacific Financial
Washington
$115K
PH
3563
Pinnacle Holdings
Oklahoma
$113K +$114K +127 New
FWA
3564
FSC Wealth Advisors
New York
$111K
FIM
3565
FWL Investment Management
Texas
$110K
POIA
3566
Pin Oak Investment Advisors
Texas
$106K +$19.8K +22 +22%
VWA
3567
Valued Wealth Advisors
Utah
$104K -$4.5K -5 -4%
CPG
3568
Cornerstone Planning Group
New Jersey
$103K -$10.8K -12 -10%
AWM
3569
Activest Wealth Management
Florida
$103K +$59.3K +66 +132%
DCM
3570
Davis Capital Management
Florida
$103K +$4.5K +5 +5%
TWD
3571
True Wealth Design
Ohio
$103K -$30.6K -34 -23%
W
3572
WealthCollab
Washington
$101K
PCMC
3573
Planning Capital Management Corporation
Pennsylvania
$99.2K -$236K -263 -70%
MDCM
3574
Morgan Dempsey Capital Management
Wisconsin
$98.6K +$79.1K +88 +383%
BFPW
3575
BOK Financial Private Wealth
Colorado
$97.5K

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.