Eli Lilly
LLY
2,975 hedge funds and large institutions have $422B invested in Eli Lilly in 2023 Q3 according to their latest regulatory filings, with 277 funds opening new positions, 1,086 increasing their positions, 1,188 reducing their positions, and 83 closing their positions.
234% more first-time investments, than exits
New positions opened: 277 | Existing positions closed: 83
26% more funds holding in top 10
Funds holding in top 10: 243 → 307 (+64)
15% more capital invested
Capital invested by funds: $367B → $422B (+$55B)
6% more funds holding
Funds holding: 2,815 → 2,975 (+160)
0.08% more ownership
Funds ownership: 82.64% → 82.72% (+0.08%)
7% less call options, than puts
Call options by funds: $4.49B | Put options by funds: $4.8B
9% less repeat investments, than reductions
Existing positions increased: 1,086 | Existing positions reduced: 1,188
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$857M |
| 2 |
BlackRock
New York
|
+$630M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$418M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$340M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$333M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$992M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$823M |
| 3 |
Lilly Endowment
Indiananapolis,
Indiana
|
-$538M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$420M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$402M |
LLY Hedge Fund Activity: Q3 2023 in Review
2,975 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q3 2023, worth a combined $422B — up 15% from $367B a quarter earlier.
Buyers outnumbered sellers: 277 funds opened new LLY positions and 83 closed out — a net gain of 194 holders — while 1,086 added to existing stakes and 1,188 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $857M. The largest seller was T. Rowe Price Associates, cutting an estimated $992M.
- 2,975 institutional investors held Eli Lilly (LLY) as of Q3 2023, up from 2,815 in Q2 2023.
- Funds reported $422B of Eli Lilly stock for Q3 2023, up 15% quarter-over-quarter.
- 277 funds opened new Eli Lilly positions in Q3 2023 and 83 closed out, a net change of +194 holders.
- The largest Eli Lilly buyer in Q3 2023 was JP Morgan Chase, an estimated $857M added.
- The largest Eli Lilly seller in Q3 2023 was T. Rowe Price Associates, an estimated $992M sold.
Based on aggregated 13F filings for Q3 2023.