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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
CWA
1351
Consilium Wealth Advisory
Texas
$2.31M +$83K +161 +4%
Koshinski Asset Management
1352
Koshinski Asset Management
Illinois
$2.31M +$77.8K +151 +4%
CGH
1353
CMG Global Holdings
Texas
$2.31M -$7.73K -15 -0.3%
TA
1354
Trellis Advisors
Washington
$2.31M -$1.55K -3 -0.1%
CFP
1355
Catalyst Financial Partners
Massachusetts
$2.3M +$292K +567 +15%
TNAM
1356
Terra Nova Asset Management
New York
$2.3M – – –
Balyasny Asset Management
1357
Balyasny Asset Management
Illinois
$2.29M +$2.2M +4,260 New
BCP
1358
Blackhawk Capital Partners
Wisconsin
$2.29M – – –
FSA
1359
Financial Security Advisor
Virginia
$2.29M +$2.19M +4,256 New
FIM
1360
Freedom Investment Management
Connecticut
$2.28M +$431K +837 +25%
TW
1361
Towerpoint Wealth
California
$2.28M -$1.03K -2 -0%
PTC
1362
Philadelphia Trust Company
Pennsylvania
$2.27M +$2.58K +5 +0.1%
CFCI
1363
Comprehensive Financial Consultants Institutional
Indiana
$2.25M -$10.8K -21 -0.5%
MMHP
1364
Murphy Middleton Hinkle & Parker
Georgia
$2.25M +$5.67K +11 +0.3%
GHAM
1365
Gilman Hill Asset Management
Connecticut
$2.25M -$335K -650 -13%
GCAC
1366
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.25M -$59.3K -115 -3%
BTWM
1367
Baker Tilly Wealth Management
Wisconsin
$2.24M -$52.6K -102 -2%
HP
1368
HT Partners
Connecticut
$2.24M +$37.1K +72 +2%
SMA
1369
Sage Mountain Advisors
Georgia
$2.24M +$106K +206 +5%
WDC
1370
Woodward Diversified Capital
California
$2.24M +$7.21K +14 +0.3%
PFA
1371
Pettinga Financial Advisors
Indiana
$2.22M – – –
BWM
1372
BCGM Wealth Management
Indiana
$2.22M +$9.79K +19 +0.5%
CAG
1373
Csenge Advisory Group
Florida
$2.22M +$4.64K +9 +0.2%
BI
1374
Ballast Inc
Kentucky
$2.22M -$418K -812 -16%
TIMH
1375
Tilt Investment Management Holdings
New York
$2.22M – – –
53 54
55
56 57

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.