We are live on ! Find out more
LLY icon

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
CFM
776
Catalyst Funds Management
Australia
$14.8M +$12.9M +14,300 +584%
VWM
777
Venturi Wealth Management
Texas
$14.8M -$1.12M -1,247 -7%
SWM
778
SeaCrest Wealth Management
New York
$14.8M -$2.7K -3 -0%
WAS
779
WESPAC Advisors SoCal
California
$14.8M +$1.16M +1,290 +8%
GS
780
GTS Securities
New York
$14.7M +$1.7M +1,891 +13%
TCA
781
Transcend Capital Advisors
New Jersey
$14.7M -$353K -393 -2%
MC
782
Martin Currie
United Kingdom
$14.6M +$14.1M +15,733 New
LSA
783
L & S Advisors
California
$14.6M -$2.37M -2,639 -14%
RBA
784
Richard Bernstein Advisors
New York
$14.6M
AIMCA
785
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14.5M +$10.9M +12,100 +281%
VIP
786
Vantage Investment Partners
Missouri
$14.5M -$1.44M -1,603 -9%
AP
787
Americana Partners
Texas
$14.5M +$484K +538 +3%
ATPW
788
Ashton Thomas Private Wealth
Arizona
$14.5M +$717K +798 +5%
CFD
789
Creative Financial Designs
Indiana
$14.5M +$292K +325 +2%
AMI
790
Amica Mutual Insurance
Rhode Island
$14.5M
Jacobs Levy Equity Management
791
Jacobs Levy Equity Management
New Jersey
$14.4M -$4.14M -4,609 -22%
PP
792
Patten & Patten
Tennessee
$14.4M -$142K -158 -1%
MMG
793
Monetary Management Group
Missouri
$14.3M -$157K -175 -1%
GIA
794
Gladstone Institutional Advisory
Florida
$14.3M +$4.14M +4,607 +40%
NSAM
795
North Star Asset Management
Wisconsin
$14.3M -$195K -217 -1%
OIA
796
OneDigital Investment Advisors
Kansas
$14.3M -$76.4K -85 -0.5%
SGI
797
Summit Global Investments
Utah
$14.2M +$9.22M +10,252 +176%
MFIM
798
Mesirow Financial Investment Management
Illinois
$14.2M +$99.8K +111 +0.7%
FWM
799
Finer Wealth Management
Massachusetts
$14.1M -$512K -570 -3%
SAM
800
Strategy Asset Managers
California
$14.1M +$8.17M +9,091 +133%

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.