Eli Lilly
3,572 hedge funds and large institutions have $707B invested in Eli Lilly in 2024 Q2 according to their latest regulatory filings, with 276 funds opening new positions, 1,532 increasing their positions, 1,329 reducing their positions, and 118 closing their positions.
134% more first-time investments, than exits
New positions opened: 276 | Existing positions closed: 118
20% more funds holding in top 10
Funds holding in top 10: 461 → 555 (+94)
15% more repeat investments, than reductions
Existing positions increased: 1,532 | Existing positions reduced: 1,329
3% more funds holding
Funds holding: 3,467 → 3,572 (+105)
8% more capital inflows, than outflows
Capital inflows: $15.5B | Capital outflows: $14.3B
0.07% less ownership
Funds ownership: 82.25% → 82.18% (-0.07%)
17% less call options, than puts
Call options by funds: $8.06B | Put options by funds: $9.7B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$1.07B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$891M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$870M |
| 4 |
Morgan Stanley
New York
|
+$522M |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$505M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$2.18B |
| 2 |
Primecap Management
Pasadena,
California
|
-$1.31B |
| 3 |
Lilly Endowment
Indiananapolis,
Indiana
|
-$1.23B |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$895M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$476M |
LLY Hedge Fund Activity: Q2 2024 in Review
3,572 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q2 2024, worth a combined $707B — up 16% from $607B a quarter earlier.
Buyers outnumbered sellers: 276 funds opened new LLY positions and 118 closed out — a net gain of 158 holders — while 1,532 added to existing stakes and 1,329 trimmed.
The largest buyer was UBS AM, adding an estimated $1.07B. The largest seller was Capital World Investors, cutting an estimated $2.18B.
- 3,572 institutional investors held Eli Lilly (LLY) as of Q2 2024, up from 3,467 in Q1 2024.
- Funds reported $707B of Eli Lilly stock for Q2 2024, up 16% quarter-over-quarter.
- 276 funds opened new Eli Lilly positions in Q2 2024 and 118 closed out, a net change of +158 holders.
- The largest Eli Lilly buyer in Q2 2024 was UBS AM, an estimated $1.07B added.
- The largest Eli Lilly seller in Q2 2024 was Capital World Investors, an estimated $2.18B sold.
Based on aggregated 13F filings for Q2 2024.