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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
PPA
3626
Painted Porch Advisors
California
$17.7K
VWWMG
3627
Vermillion & White Wealth Management Group
Pennsylvania
$16.8K +$8.09K +9 +90%
NFA
3628
Northwest Financial Advisors
Virginia
$16.1K +$16.2K +18 New
DF
3629
DecisionPoint Financial
Arizona
$14.2K
KA
3630
Kozak & Associates
Colorado
$14.1K
IAIM
3631
International Assets Investment Management
Florida
$14.1K +$11.2B +12,448,888 +87,092%
CNBTD
3632
Citizens National Bank Trust Department
Mississippi
$13.3K
NECFA
3633
New England Capital Financial Advisors
Connecticut
$12.6K
PCFFS
3634
Pacific Center for Financial Services
California
$12.4K
TIAAOA
3635
Teachers Insurance & Annuity Association of America
New York
$12.4K +$12.6K +14 New
TPW
3636
Talon Private Wealth
Florida
$11.5K +$11.7K +13 New
FIA
3637
FPC Investment Advisory
California
$10.8K
MIM
3638
Macroview Investment Management
Maryland
$10.6K +$5.39K +6 +100%
RL
3639
Rogco LP
Oklahoma
$10.6K
BCH
3640
Berkshire Capital Holdings
California
$8.86K -$14.8M -16,480 -100%
SC
3641
Steph & Co
Wisconsin
$8.86K -$45K -50 -83%
SGC
3642
Slocum, Gordon & Co
Rhode Island
$8.86K
DCM
3643
Disciplina Capital Management
Tennessee
$8.6K -$610K -678 -99%
WA
3644
WestEnd Advisors
North Carolina
$7.97K -$899 -1 -10%
FG
3645
Fairman Group
Pennsylvania
$7.09K
RTL
3646
Red Tortoise LLC
Georgia
$6.2K
LAM
3647
Lummis Asset Management
Texas
$5.32K
SWM
3648
Sanctuary Wealth Management
Idaho
$5.32K
SWS
3649
SYSTM Wealth Solutions
Illinois
$4.43K -$1.73M -1,924 -100%
LIM
3650
Longfellow Investment Management
Massachusetts
$4.43K

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.