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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.46B |
| 2 |
JP Morgan Chase
New York
|
+$2.1B |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$604M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$534M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$384M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$763M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$627M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$599M |
| 4 |
Primecap Management
Pasadena,
California
|
-$504M |
| 5 |
Jennison Associates
New York
|
-$473M |
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.