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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
BCM
1426
Becker Capital Management
Oregon
$2.4M -$147K -251 -6%
RFG
1427
Range Financial Group
Oregon
$2.39M +$16.3K +28 +0.7%
EWM
1428
Executive Wealth Management
Michigan
$2.39M +$2.39M +4,102 New
ACS
1429
Archford Capital Strategies
Illinois
$2.39M -$273K -467 -10%
CFS
1430
CRA Financial Services
New Jersey
$2.39M +$16.3K +28 +0.7%
IIM
1431
InTrack Investment Management
Vermont
$2.38M +$326K +558 +16%
AA
1432
Argent Advisors
Louisiana
$2.38M -$5.84K -10 -0.2%
WAM
1433
Wallington Asset Management
Indiana
$2.37M -$413K -707 -15%
FIM
1434
Freedom Investment Management
Connecticut
$2.37M -$103K -176 -4%
KCIC
1435
Kuhn & Co Investment Counsel
Illinois
$2.37M +$2.37M +4,061 New
PCIG
1436
Partners Capital Investment Group
Massachusetts
$2.36M +$1.44M +2,464 +155%
BAM
1437
Berkshire Asset Management
Pennsylvania
$2.36M -$4.09K -7 -0.2%
RIA
1438
Realta Investment Advisors
Delaware
$2.36M -$261K -448 -10%
BHCM
1439
Brevan Howard Capital Management
Jersey
$2.36M +$2.36M +4,042 New
AO
1440
Advisor OS
Illinois
$2.35M +$804K +1,377 +52%
RCAG
1441
Rehmann Capital Advisory Group
Michigan
$2.35M +$308K +527 +15%
BFIC
1442
Bedell Frazier Investment Counselling
California
$2.35M +$852K +1,459 +57%
RFN
1443
RDA Financial Network
Iowa
$2.35M -$2.92K -5 -0.1%
FHC
1444
First Heartland Consultants
Missouri
$2.34M +$39.1K +67 +2%
PNAA
1445
Pictet North America Advisors
Switzerland
$2.34M +$8.76K +15 +0.4%
EWS
1446
Eagle Wealth Strategies
New Jersey
$2.33M +$2.34M +4,005 New
PFA
1447
Peak Financial Advisors
Colorado
$2.33M +$2.34M +4,004 New
GCAC
1448
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.33M +$7K +12 +0.3%
SAM
1449
Silphium Asset Management
United Kingdom
$2.33M +$2.33M +4,000 New
JGUA
1450
John G. Ullman & Associates
New York
$2.33M – – –
56 57
58
59 60

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.