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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
2,975
Holders Change
+160
Holders Change %
+5.68%
% of All Funds
47.21%
Holding in Top 10
307
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+26.34%
% of All Funds
4.87%
New
277
Increased
1,086
Reduced
1,188
Closed
83
Calls
$4.49B
Puts
$4.8B
Net Calls
-$313M
Net Calls Change
-$24.6M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$857M
2
BlackRock
BlackRock
New York
+$630M
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$418M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$340M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$333M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$992M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$823M
3
Lilly Endowment
Lilly Endowment
Indiana
-$538M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$420M
5
Franklin Resources
Franklin Resources
California
-$402M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEM
1276
Suncoast Equity Management
Florida
$2.64M -$255K -494 -9%
SWA
1277
Stratos Wealth Advisors
Ohio
$2.63M -$132K -256 -5%
IIM
1278
Ipswich Investment Management
Massachusetts
$2.62M -$188K -365 -7%
NFC
1279
Northeast Financial Consultants
Connecticut
$2.62M +$188K +365 +8%
Nomura Holdings
1280
Nomura Holdings
Japan
$2.62M -$5.16M -10,012 -67%
SFO
1281
Stokes Family Office
Louisiana
$2.62M +$126K +245 +5%
KCM
1282
Kathmere Capital Management
Pennsylvania
$2.62M +$384K +746 +18%
RCA
1283
Resonant Capital Advisors
Wisconsin
$2.61M -$52.6K -102 -2%
GWANC
1284
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.61M +$211K +410 +9%
WP
1285
WealthSource Partners
California
$2.61M -$86.1K -167 -3%
AWM
1286
Avior Wealth Management
Nebraska
$2.61M -$158K -307 -6%
HNWAG
1287
High Net Worth Advisory Group
Florida
$2.61M -$154K -298 -6%
WAM
1288
WNY Asset Management
New York
$2.61M -$2.58K -5 -0.1%
LWAM
1289
Legacy Wealth Asset Management
Minnesota
$2.61M -$167K -324 -6%
FMLI
1290
Fukoku Mutual Life Insurance
Japan
$2.6M +$178K +346 +8%
MBTD
1291
Mechanics Bank - Trust Department
California
$2.6M -$237K -460 -9%
I
1292
INVST
Indiana
$2.6M +$3.09K +6 +0.1%
KFS
1293
Kurt F. Somerville
$2.6M -$90.2K -175 -3%
GCM
1294
Graham Capital Management
Connecticut
$2.59M +$2.49M +4,827 New
WCM
1295
Wisconsin Capital Management
Wisconsin
$2.57M +$2.47M +4,789 New
KCM
1296
KRS Capital Management
Michigan
$2.57M +$29.4K +57 +1%
FFC
1297
First Financial Corp
Indiana
$2.57M -$30.4K -59 -1%
WAM
1298
Wallington Asset Management
Indiana
$2.57M +$15.5K +30 +0.6%
LIG
1299
Lokken Investment Group
Delaware
$2.56M -$2.06K -4 -0.1%
AWA
1300
Arete Wealth Advisors
Illinois
$2.55M -$182K -354 -7%
50 51
52
53 54

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.