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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
HI
1326
Humankind Investments
New York
$2.79M -$268K -459 -9%
CB
1327
Community Bank
New York
$2.79M -$141K -242 -5%
PA
1328
Probity Advisors
Texas
$2.78M -$193K -330 -6%
WIC
1329
Woodmont Investment Counsel
Tennessee
$2.78M +$138K +237 +5%
LIG
1330
Lokken Investment Group
Delaware
$2.77M – – –
DC
1331
Dantai Capital
Hong Kong
$2.77M +$957K +1,640 +53%
HKAM
1332
Horizon Kinetics Asset Management
New York
$2.77M -$246K -422 -8%
AMM
1333
American Money Management
California
$2.77M +$62.5K +107 +2%
KA
1334
Kovack Advisors
Florida
$2.77M +$509K +872 +22%
FFC
1335
First Financial Corp
Indiana
$2.76M -$25.1K -43 -0.9%
SF
1336
Symphony Financial
Texas
$2.76M +$772K +1,323 +44%
PWP
1337
Private Wealth Partners
California
$2.76M +$668K +1,145 +32%
IIM
1338
Ipswich Investment Management
Massachusetts
$2.76M -$87.6K -150 -3%
HIP
1339
HUB Investment Partners
Texas
$2.74M +$789K +1,351 +40%
MBTD
1340
Mechanics Bank - Trust Department
California
$2.74M -$80.6K -138 -3%
EP
1341
Edgestream Partners
New Jersey
$2.74M +$1.42M +2,434 +107%
HAM
1342
Harmony Asset Management
Arizona
$2.74M +$2.74M +4,694 New
QC
1343
Quent Capital
New York
$2.74M +$201K +345 +8%
DP
1344
Dearborn Partners
Illinois
$2.73M +$76.5K +131 +3%
SCA
1345
Sippican Capital Advisors
Massachusetts
$2.73M +$491K +841 +22%
HH
1346
HWG Holdings
Texas
$2.72M +$102K +174 +4%
OHIS
1347
Oak Harvest Investment Services
Texas
$2.71M -$602K -1,031 -18%
CIAS
1348
Capital Investment Advisory Services
North Carolina
$2.71M -$38.5K -66 -1%
KFS
1349
Kurt F. Somerville
$2.71M -$114K -196 -4%
ISB
1350
Iowa State Bank
Iowa
$2.71M +$2.05M +3,513 +311%
52 53
54
55 56

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.