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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
GBWM
1051
Granite Bay Wealth Management
New Hampshire
$4.7M +$22.2K +38 +0.5%
ACM
1052
Alcosta Capital Management
California
$4.7M -$27.4K -47 -0.6%
CCG
1053
Chatham Capital Group
Georgia
$4.69M +$43.2K +74 +0.9%
SMC
1054
Smith, Moore & Co
Missouri
$4.69M +$184K +315 +4%
SB
1055
Simmons Bank
Arkansas
$4.67M +$133K +227 +3%
MS
1056
Marshall & Sullivan
Washington
$4.67M – – –
CAM
1057
Centre Asset Management
New York
$4.64M -$593K -1,016 -11%
BFM
1058
Boothbay Fund Management
New York
$4.62M -$2.27M -3,885 -33%
LJAC
1059
L.J. Altfest & Co
New York
$4.61M -$185K -317 -4%
CP
1060
Cumberland Partners
Ontario, Canada
$4.61M -$2.46M -4,220 -34%
CRC
1061
Curi RMB Capital
Illinois
$4.59M +$64.2K +110 +1%
NCGI
1062
Next Century Growth Investors
Minnesota
$4.58M -$10.5K -18 -0.2%
BRA
1063
Biechele Royce Advisors
Indiana
$4.56M – – –
SCI
1064
S&CO Inc
Massachusetts
$4.56M -$391K -670 -8%
KA
1065
KLCM Advisors
Wisconsin
$4.56M +$664K +1,137 +17%
AAMU
1066
AEGON Asset Management (UK)
United Kingdom
$4.55M +$4.55M +7,795 New
AC
1067
Aldebaran Capital
Indiana
$4.54M – – –
SIA
1068
Schear Investment Advisers
Ohio
$4.54M +$7.59K +13 +0.2%
DCM
1069
Decatur Capital Management
Georgia
$4.53M +$1.3M +2,233 +40%
WTC
1070
WhitTier Trust Company
Nevada
$4.51M +$19.3K +33 +0.4%
LSPW
1071
Lake Street Private Wealth
Illinois
$4.51M -$2.92K -5 -0.1%
CWM
1072
Compass Wealth Management
Connecticut
$4.5M -$201K -345 -4%
FMB
1073
Field & Main Bank
Kentucky
$4.5M +$390K +668 +9%
CWP
1074
Capital Wealth Planning
Florida
$4.5M +$4.5M +7,716 New
AF
1075
Arrow Financial
New York
$4.5M +$1.15M +1,966 +34%
41 42
43
44 45

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.