Eli Lilly
2,615 hedge funds and large institutions have $270B invested in Eli Lilly in 2023 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 1,063 increasing their positions, 1,000 reducing their positions, and 155 closing their positions.
8.43% more ownership
Funds ownership: 80.05% → 88.48% (+8.4%)
7% more call options, than puts
Call options by funds: $2.16B | Put options by funds: $2.03B
6% more repeat investments, than reductions
Existing positions increased: 1,063 | Existing positions reduced: 1,000
0% more first-time investments, than exits
New positions opened: 155 | Existing positions closed: 155
2% less funds holding
Funds holding: 2,672 → 2,615 (-57)
6% less capital invested
Capital invested by funds: $289B → $270B (-$18.7B)
23% less funds holding in top 10
Funds holding in top 10: 199 → 153 (-46)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$866M |
| 2 |
Edgewood Management
Greenwich,
Connecticut
|
+$715M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$624M |
| 4 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$448M |
| 5 |
Amundi
Paris,
France
|
+$377M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.72B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.16B |
| 3 |
Jennison Associates
New York
|
-$626M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$581M |
| 5 |
Barclays
London,
United Kingdom
|
-$307M |
LLY Hedge Fund Activity: Q1 2023 in Review
2,615 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q1 2023, worth a combined $270B — down 6.5% from $289B a quarter earlier.
Fund positioning in LLY was balanced in Q1 2023: 155 funds opened new positions, 155 closed out, 1,063 added to existing stakes and 1,000 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $866M. The largest seller was JP Morgan Chase, cutting an estimated $1.72B.
- 2,615 institutional investors held Eli Lilly (LLY) as of Q1 2023, down from 2,672 in Q4 2022.
- Funds reported $270B of Eli Lilly stock for Q1 2023, down 6.5% quarter-over-quarter.
- 155 funds opened new Eli Lilly positions in Q1 2023 and 155 closed out, a net change of 0 holders.
- The largest Eli Lilly buyer in Q1 2023 was AllianceBernstein, an estimated $866M added.
- The largest Eli Lilly seller in Q1 2023 was JP Morgan Chase, an estimated $1.72B sold.
Based on aggregated 13F filings for Q1 2023.