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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
WAS
801
Wealth Advisory Solutions
Indiana
$14.1M -$444K -494 -3%
YIH
802
Y-Intercept (HK)
Hong Kong
$14.1M +$14.3M +15,891 New
SCM
803
Sirios Capital Management
Massachusetts
$14M -$3.03M -3,374 -18%
LWANC
804
Laurel Wealth Advisors (North Carolina)
North Carolina
$14M -$770K -857 -5%
CAC
805
Core Alternative Capital
Georgia
$14M -$784K -872 -5%
BAAM
806
Baker Avenue Asset Management
California
$14M +$2.98M +3,310 +26%
NG
807
NWK Group
California
$14M -$122K -136 -0.9%
MAS
808
Meeder Advisory Services
Ohio
$14M +$394K +438 +3%
MOS
809
MGO One Seven
Ohio
$13.9M +$1.73M +1,922 +14%
GIM
810
Generate Investment Management
New Zealand
$13.8M -$11.2M -12,496 -44%
EH
811
Equitable Holdings
New York
$13.8M +$930K +1,034 +7%
DA
812
Denali Advisors
California
$13.8M +$14M +15,553 New
SSA
813
Schonfeld Strategic Advisors
New York
$13.7M +$7.2M +8,010 +107%
MSWMA
814
Market Street Wealth Management Advisors
Indiana
$13.6M +$32.4K +36 +0.2%
BCP
815
Blue Chip Partners
Michigan
$13.5M +$334K +372 +2%
PS
816
Principal Securities
Iowa
$13.5M +$923K +1,027 +7%
HT
817
Headlands Technologies
Illinois
$13.4M +$7.48M +8,322 +123%
SICM
818
Sustainable Insight Capital Management
New York
$13.3M +$759K +844 +6%
HCA
819
Harbor Capital Advisors
Illinois
$13.3M -$12.6K -14 -0.1%
ACI
820
Alpha Cubed Investments
California
$13.3M +$778K +865 +6%
NRS
821
Neville Rodie & Shaw
New York
$13.2M -$395K -439 -3%
CIA
822
CCM Investment Advisers
South Carolina
$13.2M +$155K +172 +1%
OWP
823
Obermeyer Wealth Partners
Colorado
$13.2M +$4.5K +5 +0%
PCM
824
Princeton Capital Management
New Jersey
$13.2M +$824K +917 +7%
HFM
825
Hartford Financial Management
Connecticut
$13.2M -$15.3K -17 -0.1%

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.