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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
FDS
1401
First Dallas Securities
Texas
$2.46M +$2.46M +4,223 New
RLWM
1402
RF&L Wealth Management
Massachusetts
$2.46M -$58.4K -100 -2%
CAG
1403
Csenge Advisory Group
Florida
$2.46M +$42.6K +73 +2%
HP
1404
HT Partners
Connecticut
$2.45M +$15.8K +27 +0.6%
CC
1405
Cipher Capital
New York
$2.45M +$1.2M +2,051 +95%
UAM
1406
UAS Asset Management
New York
$2.45M +$2.45M +4,200 New
GHAM
1407
Gilman Hill Asset Management
Connecticut
$2.45M – – –
NEAM
1408
New England Asset Management
Connecticut
$2.44M -$302K -517 -11%
MWA
1409
Midland Wealth Advisors
Illinois
$2.44M +$2.44M +4,185 New
NC
1410
NewSquare Capital
Pennsylvania
$2.44M +$113K +194 +5%
CWM
1411
Chesapeake Wealth Management
Virginia
$2.44M -$138K -236 -5%
TW
1412
Traveka Wealth
California
$2.44M +$2.44M +4,180 New
CFCI
1413
Comprehensive Financial Consultants Institutional
Indiana
$2.43M -$19.3K -33 -0.8%
HH
1414
Hilltop Holdings
Texas
$2.43M -$92.2K -158 -4%
WDC
1415
Woodward Diversified Capital
California
$2.42M -$2.33K -4 -0.1%
IFS
1416
Ifrah Financial Services
Arkansas
$2.42M -$615K -1,053 -20%
SFO
1417
Stokes Family Office
Louisiana
$2.42M -$421K -722 -15%
SAM
1418
Simplify Asset Management
Nevada
$2.42M -$447K -766 -16%
BIP
1419
Bouvel Investment Partners
Pennsylvania
$2.42M +$110K +189 +5%
RSWM
1420
Robertson Stephens Wealth Management
California
$2.42M +$567K +971 +31%
GIM
1421
Guild Investment Management
California
$2.42M +$394K +675 +19%
BTWM
1422
Baker Tilly Wealth Management
Wisconsin
$2.41M -$22.8K -39 -0.9%
FSA
1423
Financial Security Advisor
Virginia
$2.41M -$70K -120 -3%
MYIA
1424
Mount Yale Investment Advisors
Colorado
$2.41M +$379K +649 +19%
LCM
1425
Legato Capital Management
California
$2.4M – – –
55 56
57
58 59

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.