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Eli Lilly
LLY

Overview Fund Activity

2,798 hedge funds and large institutions have $366B invested in Eli Lilly in 2023 Q2 according to their latest regulatory filings, with 296 funds opening new positions, 1,068 increasing their positions, 1,072 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,798
Holders Change
+199
Holders Change %
+7.66%
% of All Funds
44.13%
Holding in Top 10
239
Holding in Top 10 Change
+88
Holding in Top 10 Change %
+58.28%
% of All Funds
3.77%
New
296
Increased
1,068
Reduced
1,072
Closed
77
Calls
$3.39B
Puts
$3.68B
Net Calls
-$288M
Net Calls Change
-$424M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$6.63B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.25B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$11.3B
4
Barclays
4
Barclays
United Kingdom
$711M
5
Millennium Management
5
Millennium Management
New York
$384M

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$68M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$6.78B
3
Primecap Management
3
Primecap Management
California
$11B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$308M
5
Lilly Endowment
5
Lilly Endowment
Indiana
$47.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
Lilly Endowment
1
Lilly Endowment
Indiana
$47.4B -$711M -1,515,000 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$32.8B -$38.3M -81,618 -0.1%
BlackRock
3
BlackRock
New York
$30.2B -$525M -1,119,801 -2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$24.3B -$24.5M -52,135 -0.1%
State Street
5
State Street
Massachusetts
$15.9B +$301M +642,274 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$15.4B +$371M +791,013 +2%
Capital World Investors
7
Capital World Investors
California
$12.6B -$338M -720,959 -3%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$11.3B +$674M +1,438,225 +6%
Primecap Management
9
Primecap Management
California
$11B -$854M -1,821,349 -7%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$8.14B -$22.1M -47,034 -0.3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$7.11B +$158M +338,077 +2%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$6.78B -$2.75B -5,872,958 -29%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$6.63B +$1.51B +3,228,109 +30%
Morgan Stanley
14
Morgan Stanley
New York
$5.84B +$149M +318,198 +3%
Bank of America
15
Bank of America
North Carolina
$4.79B +$297M +632,869 +7%
Norges Bank
16
Norges Bank
Norway
$4.62B +$93.2M +198,793 +2%
Northern Trust
17
Northern Trust
Illinois
$4.6B -$322M -687,502 -7%
Jennison Associates
18
Jennison Associates
New York
$4.02B +$3.41M +7,274 +0.1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.96B -$253M -539,982 -6%
Capital Research Global Investors
20
Capital Research Global Investors
California
$3.18B +$307M +654,026 +11%
Capital International Investors
21
Capital International Investors
California
$2.91B -$159M -339,139 -5%
Legal & General Group
22
Legal & General Group
United Kingdom
$2.86B +$92.1M +196,292 +3%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$2.39B -$27.8M -59,378 -1%
Goldman Sachs
24
Goldman Sachs
New York
$2.27B -$396M -845,234 -15%
Amundi
25
Amundi
France
$2.25B -$376M -815,450 -14%
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