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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
HAG
701
HighPoint Advisor Group
Illinois
$17.7M -$916K -1,019 -5%
GI
702
GLOBALT Investments
Georgia
$17.7M -$945K -1,051 -5%
BIAS
703
Beacon Investment Advisory Services
New Jersey
$17.7M +$815K +906 +5%
EFP
704
Elser Financial Planning
Indiana
$17.6M +$637K +708 +4%
CIS
705
Connors Investor Services
Pennsylvania
$17.4M -$4M -4,447 -18%
SW
706
SkyOak Wealth
Michigan
$17.2M -$461K -513 -3%
WT
707
Washington Trust
Rhode Island
$17.2M +$88.1K +98 +0.5%
GFS
708
GYL Financial Synergies
Connecticut
$17.2M -$975K -1,085 -5%
TFS
709
Thoroughbred Financial Services
Tennessee
$17.1M +$370K +411 +2%
SCM
710
Soleus Capital Management
Connecticut
$17.1M +$17.4M +19,300 New
MFS
711
Mirabella Financial Services
United Kingdom
$17.1M +$17.3M +19,290 New
HCA
712
Harbour Capital Advisors
Virginia
$17.1M -$167K -186 -1%
SWC
713
Spectrum Wealth Counsel
Indiana
$17.1M -$174K -193 -1%
CI
714
CX Institutional
Indiana
$17M -$367K -408 -2%
IWM
715
IHT Wealth Management
Illinois
$17M -$24.5M -27,255 -59%
SIC
716
SJS Investment Consulting
Ohio
$17M +$49.4K +55 +0.3%
SSB
717
Sandy Spring Bank
Maryland
$17M +$1.32M +1,473 +8%
RPC
718
Rossmore Private Capital
Connecticut
$17M +$30.6K +34 +0.2%
PJSIMP
719
P.J. Schmidt Investment Management (PJS)
Wisconsin
$17M -$53.9K -60 -0.3%
FLII
720
First Long Island Investors
New York
$16.9M +$311K +346 +2%
SAM
721
Simplify Asset Management
Nevada
$16.9M +$6.9M +7,670 +67%
PAM
722
Palisade Asset Management
Minnesota
$16.9M -$145K -161 -0.8%
GRP
723
Global Retirement Partners
California
$16.8M +$342K +380 +2%
CC
724
Cadinha & Co
Hawaii
$16.8M -$94.4K -105 -0.6%
BCP
725
BSN Capital Partners
United Kingdom
$16.8M +$16.2M +18,000 New

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.