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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
SJIM
3601
St. Johns Investment Management
Florida
$45.2K -$53.9K -60 -54%
RWA
3602
Redmont Wealth Advisors
Illinois
$45.2K
BC
3603
Broadwater Capital
Massachusetts
$44.5K
WPWM
3604
Western Pacific Wealth Management
Illinois
$44.5K
T
3605
Tidemark
California
$44.3K
OBWP
3606
O'Brien Wealth Partners
Massachusetts
$41.7K -$4.5K -5 -10%
CMA
3607
Cedar Mountain Advisors
Oregon
$40.8K +$14.4K +16 +53%
LD
3608
Lipe & Dalton
New York
$40K -$9.89K -11 -20%
EFP
3609
EnRich Financial Partners
Wisconsin
$37.5K -$11.7K -13 -24%
MSG
3610
Main Street Group
Virginia
$36.9K -$9.89K -11 -21%
MIM
3611
Manitou Investment Management
Ontario, Canada
$35.4K
BCM
3612
Blume Capital Management
California
$35.4K +$13.5K +15 +60%
PG
3613
Proffitt & Goodson
Tennessee
$34.6K -$18K -20 -34%
IAS
3614
IMA Advisory Services
Colorado
$34.6K +$35.1K +39 New
MCM
3615
MidAtlantic Capital Management
Virginia
$30.1K +$30.6K +34 New
BIM
3616
Breakwater Investment Management
Washington
$29.2K
IHWM
3617
Iron Horse Wealth Management
Iowa
$29.2K
PFG
3618
Peterson Financial Group
Iowa
$26.7K +$27K +30 New
MIA
3619
MeadowBrook Investment Advisors
Michigan
$23K +$9.89K +11 +73%
HWP
3620
Highline Wealth Partners
California
$22.2K -$5.39K -6 -19%
AWA
3621
Authentikos Wealth Advisory
California
$22.1K +$22.5K +25 New
TIM
3622
Thompson Investment Management
Wisconsin
$22.1K
JFG
3623
JDM Financial Group
Texas
$21.3K +$8.09K +9 +60%
PS
3624
PayPay Securities
Japan
$20.4K +$7.19K +8 +53%
TCM
3625
TD Capital Management
Tennessee
$19.6K +$10.8K +12 +120%

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.