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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
IAS
1351
Insigneo Advisory Services
Florida
$2.7M +$883K +1,512 +48%
BI
1352
Ballast Inc
Kentucky
$2.7M +$292K +501 +12%
SIM
1353
Sentry Investment Management
Wisconsin
$2.69M -$6.42K -11 -0.2%
CCWM
1354
Cassaday & Co Wealth Management
Virginia
$2.69M – – –
RCA
1355
Resonant Capital Advisors
Wisconsin
$2.69M -$149K -256 -5%
KMWM
1356
Keudell/Morrison Wealth Management
Oregon
$2.69M +$507K +868 +23%
GIS
1357
Graphene Investments SAS
France
$2.68M -$350K -600 -12%
TNB
1358
Thomasville National Bank
Georgia
$2.67M +$104K +179 +4%
PWAM
1359
Pinnacle West Asset Management
Wyoming
$2.66M +$14.6K +25 +0.6%
EWM
1360
Empirical Wealth Management
Washington
$2.66M -$354K -606 -12%
BEW
1361
Burton Enright Welch
California
$2.66M +$5.84K +10 +0.2%
CWP
1362
CFM Wealth Partners
Texas
$2.66M +$345K +591 +15%
NWM
1363
Napa Wealth Management
California
$2.65M +$2.65M +4,545 New
VA
1364
Valmark Advisers
Ohio
$2.65M +$40.3K +69 +2%
CWA
1365
Consilium Wealth Advisory
Texas
$2.65M +$144K +246 +6%
MFG
1366
Merit Financial Group
Georgia
$2.64M -$2.93M -5,024 -53%
JSL
1367
JT Stratford LLC
Georgia
$2.63M -$403K -691 -13%
HA
1368
HC Advisors
Georgia
$2.63M – – –
EFA
1369
Evernest Financial Advisors
Indiana
$2.61M +$2.61M +4,469 New
1IA
1370
1834 Investment Advisors
Wisconsin
$2.59M -$151K -258 -5%
TSWM
1371
Triangle Securities Wealth Management
North Carolina
$2.59M -$136K -233 -5%
SMA
1372
Sage Mountain Advisors
Georgia
$2.59M +$158K +270 +6%
BRM
1373
Boston Research & Management
Massachusetts
$2.58M – – –
LWAM
1374
Legacy Wealth Asset Management
Minnesota
$2.58M -$250K -429 -9%
KLCM
1375
KG&L Capital Management
Louisiana
$2.57M +$512K +878 +25%
53 54
55
56 57

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.