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Eli Lilly
LLY

3,273 hedge funds and large institutions have $465B invested in Eli Lilly in 2023 Q4 according to their latest regulatory filings, with 438 funds opening new positions, 1,220 increasing their positions, 1,235 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more first-time investments, than exits

New positions opened: 438 | Existing positions closed: 96

10% more capital invested

Capital invested by funds: $422B → $465B (+$42.9B)

10% more funds holding

Funds holding: 2,975 → 3,273 (+298)

1.29% more ownership

Funds ownership: 82.72% → 84.01% (+1.3%)

1% less funds holding in top 10

Funds holding in top 10: 307 → 305 (-2)

1% less repeat investments, than reductions

Existing positions increased: 1,220 | Existing positions reduced: 1,235

10% less call options, than puts

Call options by funds: $4.99B | Put options by funds: $5.55B

Holders
3,273
Holders Change
+298
Holders Change %
+10.02%
% of All Funds
47.71%
Holding in Top 10
305
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.65%
% of All Funds
4.45%
New
438
Increased
1,220
Reduced
1,235
Closed
96
Calls
$4.99B
Puts
$5.55B
Net Calls
-$558M
Net Calls Change
-$245M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.46B
2
JP Morgan Chase
JP Morgan Chase
New York
+$2.1B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$604M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$534M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$384M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$763M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$627M
3
Northern Trust
Northern Trust
Illinois
-$599M
4
Primecap Management
Primecap Management
California
-$504M
5
Jennison Associates
Jennison Associates
New York
-$473M
Name Holding Trade Value Shares
Change 		Change in
Stake
QC
3276
Quadrature Capital
United Kingdom
– -$28.6M -53,260 Closed
SCM
3277
Suvretta Capital Management
New York
– -$21M -39,100 Closed
SCM
3278
Soros Capital Management
New York
– -$17.5M -32,500 Closed
Ninety One (UK)
3279
Ninety One (UK)
United Kingdom
– -$12.3M -22,878 Closed
MC
3280
Metavasi Capital
New York
– -$11.3M -21,000 Closed
GCM
3281
Genus Capital Management
British Columbia, Canada
– -$11.9M -20,381 Closed
PI
3282
PGGM Investments
Netherlands
– -$10M -18,615 Closed
Capital Fund Management (CFM)
3283
Capital Fund Management (CFM)
France
– -$9.89M -16,937 Closed
VF
3284
Virtu Financial
New York
– -$8.58M -15,978 Closed
FC
3285
FORA Capital
Florida
– -$7.85M -14,614 Closed
NO
3286
Ninety One
South Africa
– -$7.85M -14,579 Closed
SBH
3287
Segall Bryant & Hamill
Illinois
– -$6.7M -12,472 Closed
FMAEN1
3288
Fund Management at Engine No 1
California
– -$6.13M -11,405 Closed
WAM
3289
Wolverine Asset Management
Illinois
– -$5.17M -8,864 Closed
HCM
3290
Howard Capital Management
Georgia
– -$4.62M -8,609 Closed
TH
3291
Team Hewins
California
– -$4.49M -8,365 Closed
TI
3292
Trexquant Investment
Connecticut
– -$3.87M -7,213 Closed
AAM
3293
Alphadyne Asset Management
New York
– -$3.7M -6,342 Closed
Capstone Investment Advisors
3294
Capstone Investment Advisors
New York
– -$3.62M -6,200 Closed
QCM
3295
Qsemble Capital Management
New York
– -$3.29M -6,125 Closed
PRC
3296
Pearl River Capital
Michigan
– -$3.27M -6,094 Closed
WG
3297
Winton Group
United Kingdom
– -$3.01M -5,604 Closed
ADIM
3298
Alpha DNA Investment Management
Maryland
– -$3M -5,577 Closed
GCP
3299
GSA Capital Partners
United Kingdom
– -$2.71M -5,044 Closed
SCM
3300
Segantii Capital Management
Hong Kong
– -$2.69M -5,000 Closed
130 131
132
133 134

LLY Hedge Fund Activity: Q4 2023 in Review

3,273 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q4 2023, worth a combined $465B — up 10% from $422B a quarter earlier.

Buyers outnumbered sellers: 438 funds opened new LLY positions and 96 closed out — a net gain of 342 holders — while 1,220 added to existing stakes and 1,235 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.46B. The largest seller was BlackRock, cutting an estimated $763M.

  • 3,273 institutional investors held Eli Lilly (LLY) as of Q4 2023, up from 2,975 in Q3 2023.
  • Funds reported $465B of Eli Lilly stock for Q4 2023, up 10% quarter-over-quarter.
  • 438 funds opened new Eli Lilly positions in Q4 2023 and 96 closed out, a net change of +342 holders.
  • The largest Eli Lilly buyer in Q4 2023 was Morgan Stanley, an estimated $7.46B added.
  • The largest Eli Lilly seller in Q4 2023 was BlackRock, an estimated $763M sold.

Based on aggregated 13F filings for Q4 2023.