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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
EFA
3701
Edge Financial Advisors
Illinois
-$815K -900 Closed
MAM
3702
McCarthy Asset Management
California
-$744K -822 Closed
OWMIAS
3703
One Wealth Management Investment & Advisory Services
Florida
-$740K -817 Closed
SGCA
3704
Steel Grove Capital Advisors
Tennessee
-$586K -647 Closed
VA
3705
Verdad Advisers
Massachusetts
-$557K -615 Closed
TWP
3706
Triad Wealth Partners
Kansas
-$556K -614 Closed
XT
3707
XTX Topco
Cayman Islands
-$546K -603 Closed
CAIMH
3708
Central Asset Investments & Management Holdings
Hong Kong
-$543K -600 Closed
A
3709
AJOVista
Massachusetts
-$541K -598 Closed
NRA
3710
NSI Retail Advisors
Pennsylvania
-$504K -557 Closed
T
3711
TCWP
Ohio
-$474K -524 Closed
VFP
3712
Verus Financial Partners
Virginia
-$474K -523 Closed
PFA
3713
Pettinga Financial Advisors
Indiana
-$466K -515 Closed
MHS
3714
M Holdings Securities
Oregon
-$452K -497 Closed
SSC
3715
Syverson Strege & Co
Iowa
-$428K -473 Closed
CHA
3716
Cooper/Haims Advisors
New York
-$407K -450 Closed
OIA
3717
Optimum Investment Advisors
Illinois
-$407K -450 Closed
LW
3718
Lauer Wealth
Indiana
-$392K -419 Closed
CBFP
3719
Cedar Brook Financial Partners
Ohio
-$366K -404 Closed
WWMSC
3720
Wagner Wealth Management (South Carolina)
South Carolina
-$360K -398 Closed
OAM
3721
Oxford Asset Management
United Kingdom
-$342K -378 Closed
GBWM
3722
Granite Bay Wealth Management
New Hampshire
-$323K -356 Closed
PD
3723
Planning Directions
Pennsylvania
-$312K -345 Closed
CIA
3724
Cascade Investment Advisors
Oregon
-$294K -325 Closed
FP
3725
Fiduciary Planning
Florida
-$288K -318 Closed

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.