LongLLYSep 2026
Eli Lilly and Company
Polen remains positive on Eli Lilly and continues to own a meaningful stake following a trim. The investment case centers on the company’s portfolio of incretin-based therapies…
LLY
Which hedge funds are long LLY?
6 published ideas on Eli Lilly and Company across 6 funds — 6 long and 0 short.
Eli Lilly and Company hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Eli Lilly and Company: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongLLYSep 2026
Eli Lilly and Company
Eli Lilly is benefiting from strong demand for its diabetes and weight-loss therapies, which has materially changed its growth profile and generated substantial cash flow. The…
LongLLYJul 2026
Eli Lilly and Company
Oak Ridge highlights the leading weight-loss drugmaker as one of the strongest healthcare contributors across its growth strategies. The investment case extends beyond obesity…
LongLLYJun 2026
Eli Lilly and Co.
Eli Lilly outperformed on strong earnings results and guidance. The fund highlights the company's dominant GLP-1 franchise, including Mounjaro and Zepbound, and positive…
LongLLYJun 2026
Eli Lilly and Company
The Fund added to Eli Lilly because it views the company as a compelling large-scale opportunity in the still-underpenetrated GLP-1 market. It expects GLP-1 drugs to become…
LongLLYJun 2026
Eli Lilly and Company
The fund initiated a new position in Eli Lilly after a pullback in the shares. Management believes Lilly can capitalize on the expansion of GLP-1 weight-loss drugs into the mass…