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Eli Lilly
LLY

2,814 hedge funds and large institutions have $367B invested in Eli Lilly in 2023 Q2 according to their latest regulatory filings, with 297 funds opening new positions, 1,072 increasing their positions, 1,079 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 297 | Existing positions closed: 77

59% more funds holding in top 10

Funds holding in top 10: 153 → 243 (+90)

36% more capital invested

Capital invested by funds: $270B → $367B (+$96.8B)

8% more funds holding

Funds holding: 2,614 → 2,814 (+200)

1% less repeat investments, than reductions

Existing positions increased: 1,072 | Existing positions reduced: 1,079

8% less call options, than puts

Call options by funds: $3.39B | Put options by funds: $3.68B

5.84% less ownership

Funds ownership: 88.48% → 82.64% (-5.8%)

Holders
2,814
Holders Change
+200
Holders Change %
+7.65%
% of All Funds
44.18%
Holding in Top 10
243
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+58.82%
% of All Funds
3.82%
New
297
Increased
1,072
Reduced
1,079
Closed
77
Calls
$3.39B
Puts
$3.68B
Net Calls
-$288M
Net Calls Change
-$424M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.35B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$701M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$603M
4
Barclays
Barclays
United Kingdom
+$380M
5
Millennium Management
Millennium Management
New York
+$342M

Top Sellers

Rank Fund Capital Flow
1
OIAM
OFI Invest Asset Management
France
-$22.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.46B
3
Primecap Management
Primecap Management
California
-$764M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$746M
5
Lilly Endowment
Lilly Endowment
Indiana
-$635M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
2876
Legacy Capital Wealth Partners
Arkansas
– -$201K -585 Closed
CIA
2877
Cascade Investment Advisors
Oregon
– -$146K -425 Closed
SSC
2878
Syverson Strege & Co
Iowa
– -$142K -414 Closed
CM
2879
Cornerstone Management
Georgia
– -$132K -384 Closed
BC
2880
BIT Capital
Germany
– -$127K -371 Closed
CSPAM
2881
Cary Street Partners Asset Management
Virginia
– -$68.7K -200 Closed
CCM
2882
Carderock Capital Management
Maryland
– -$63.5K -185 Closed
VLKIM
2883
Van Lanschot Kempen Investment Management
Netherlands
– -$51.5K -150 Closed
GFWA
2884
Grey Fox Wealth Advisors
Delaware
– -$47.4K -138 Closed
SC
2885
Schubert & Co
Texas
– -$44K -128 Closed
LTI
2886
Laffer Tengler Investments
Tennessee
– -$33.3K -97 Closed
BA
2887
Bellwether Advisors
Nebraska
– -$25.8K -75 Closed
ST
2888
Sageworth Trust
Pennsylvania
– -$14.8K -43 Closed
PFG
2889
Piershale Financial Group
Illinois
– -$4.81K -14 Closed
GCM
2890
Gladius Capital Management
Illinois
– -$1.26K -3 Closed
112 113 114 115
116

LLY Hedge Fund Activity: Q2 2023 in Review

2,814 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q2 2023, worth a combined $367B — up 36% from $270B a quarter earlier.

Buyers outnumbered sellers: 297 funds opened new LLY positions and 77 closed out — a net gain of 220 holders — while 1,072 added to existing stakes and 1,079 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.35B. The largest seller was OFI Invest Asset Management, cutting an estimated $22.2B.

  • 2,814 institutional investors held Eli Lilly (LLY) as of Q2 2023, up from 2,614 in Q1 2023.
  • Funds reported $367B of Eli Lilly stock for Q2 2023, up 36% quarter-over-quarter.
  • 297 funds opened new Eli Lilly positions in Q2 2023 and 77 closed out, a net change of +220 holders.
  • The largest Eli Lilly buyer in Q2 2023 was JP Morgan Chase, an estimated $1.35B added.
  • The largest Eli Lilly seller in Q2 2023 was OFI Invest Asset Management, an estimated $22.2B sold.

Based on aggregated 13F filings for Q2 2023.