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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
AllianceBernstein
26
AllianceBernstein
Tennessee
$4.48B +$168M +187,059 +4%
Charles Schwab
27
Charles Schwab
California
$4.28B +$9.17M +10,204 +0.2%
GQG Partners
28
GQG Partners
Florida
$4.26B +$722M +803,141 +20%
Amundi
29
Amundi
France
$4.15B +$492M +547,399 +14%
Goldman Sachs
30
Goldman Sachs
New York
$4.12B -$249M -277,490 -6%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$3.57B -$95.4M -106,163 -3%
Franklin Resources
32
Franklin Resources
California
$3.38B -$124M -138,165 -4%
Invesco
33
Invesco
Georgia
$3.26B +$353M +392,666 +12%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$3.24B +$66.3M +73,759 +2%
UBS Group
35
UBS Group
Switzerland
$3.19B +$569M +633,098 +21%
Deutsche Bank
36
Deutsche Bank
Germany
$2.88B +$163M +181,783 +6%
Wells Fargo
37
Wells Fargo
California
$2.61B -$21.6M -23,992 -0.8%
Ameriprise
38
Ameriprise
Minnesota
$2.59B -$93.3M -103,760 -3%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2.26B +$130M +144,245 +6%
Swiss National Bank
40
Swiss National Bank
Switzerland
$2.12B +$4.59M +5,100 +0.2%
DZ Bank
41
DZ Bank
Germany
$2.02B +$275M +306,091 +16%
American Century Companies
42
American Century Companies
Missouri
$2.01B +$174M +193,862 +9%
Edgewood Management
43
Edgewood Management
Connecticut
$2B -$16.1M -17,858 -0.8%
US Bancorp
44
US Bancorp
Minnesota
$1.93B +$23.7M +26,323 +1%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$1.9B -$114M -126,699 -6%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$1.73B +$10.8M +12,044 +0.6%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$1.72B -$102M -113,529 -6%
Massachusetts Financial Services
48
Massachusetts Financial Services
Massachusetts
$1.71B -$570M -633,763 -25%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$1.66B +$46.9M +52,218 +3%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$1.49B -$137M -152,736 -8%

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.