LLY icon

Eli Lilly
LLY

Overview Fund Activity

3,249 hedge funds and large institutions have $464B invested in Eli Lilly in 2023 Q4 according to their latest regulatory filings, with 432 funds opening new positions, 1,210 increasing their positions, 1,228 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,249
Holders Change
+292
Holders Change %
+9.87%
% of All Funds
47.64%
Holding in Top 10
301
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
4.41%
New
432
Increased
1,210
Reduced
1,228
Closed
96
Calls
$4.99B
Puts
$5.55B
Net Calls
-$558M
Net Calls Change
-$245M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.8B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.3B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$41.7B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$1.94B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$19.1B

Top Sellers

1
BlackRock
1
BlackRock
New York
$37.5B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$6.87B
3
Northern Trust
3
Northern Trust
Illinois
$5.32B
4
Primecap Management
4
Primecap Management
California
$12.9B
5
Jennison Associates
5
Jennison Associates
New York
$4.43B
Name Holding Trade Value Shares
Change 		Shares
Change %
Lilly Endowment
1
Lilly Endowment
Indiana
$58.2B -$125M -215,000 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$41.7B +$604M +1,035,599 +1%
BlackRock
3
BlackRock
New York
$37.5B -$762M -1,307,501 -2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$30.1B -$46.5M -79,818 -0.2%
State Street
5
State Street
Massachusetts
$19.7B +$222M +380,469 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$19.1B +$384M +657,948 +2%
Capital World Investors
7
Capital World Investors
California
$15.7B +$52.3M +89,720 +0.3%
Morgan Stanley
8
Morgan Stanley
New York
$14.8B +$7.45B +12,775,862 +102%
Primecap Management
9
Primecap Management
California
$12.9B -$503M -863,002 -4%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$12.7B -$239M -409,417 -2%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$11.3B +$2.1B +3,600,341 +23%
State Farm Mutual Automobile Insurance
12
State Farm Mutual Automobile Insurance
Illinois
$9.53B -$468M -802,548 -5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$9.28B +$140M +241,414 +2%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$6.87B -$626M -1,074,639 -8%
Norges Bank
15
Norges Bank
Norway
$5.99B +$239M +410,631 +4%
Bank of America
16
Bank of America
North Carolina
$5.76B +$26.6M +45,642 +0.5%
Northern Trust
17
Northern Trust
Illinois
$5.32B -$598M -1,025,932 -10%
Jennison Associates
18
Jennison Associates
New York
$4.43B -$472M -810,001 -10%
Capital Research Global Investors
19
Capital Research Global Investors
California
$4.42B +$190M +325,342 +4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$4.31B -$274M -470,870 -6%
Capital International Investors
21
Capital International Investors
California
$3.87B +$290M +497,079 +8%
Legal & General Group
22
Legal & General Group
United Kingdom
$3.44B -$9.83M -16,857 -0.3%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$3.13B +$52M +89,168 +2%
AllianceBernstein
24
AllianceBernstein
Tennessee
$2.95B +$85.5M +146,722 +3%
Goldman Sachs
25
Goldman Sachs
New York
$2.73B -$92.8M -159,123 -3%
1
2 3 4 5