Eli Lilly
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.35B |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$701M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$603M |
| 4 |
Barclays
London,
United Kingdom
|
+$380M |
| 5 |
Millennium Management
New York
|
+$342M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$22.2B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.46B |
| 3 |
Primecap Management
Pasadena,
California
|
-$764M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$746M |
| 5 |
Lilly Endowment
Indiananapolis,
Indiana
|
-$635M |
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.