Eli Lilly
LLY
2,671 hedge funds and large institutions have $287B invested in Eli Lilly in 2022 Q4 according to their latest regulatory filings, with 326 funds opening new positions, 956 increasing their positions, 1,008 reducing their positions, and 91 closing their positions.
258% more first-time investments, than exits
New positions opened: 326 | Existing positions closed: 91
12% more capital invested
Capital invested by funds: $257B → $287B (+$30.2B)
7% more funds holding
Funds holding: 2,485 → 2,671 (+186)
6% more funds holding in top 10
Funds holding in top 10: 188 → 199 (+11)
5% less repeat investments, than reductions
Existing positions increased: 956 | Existing positions reduced: 1,008
10% less call options, than puts
Call options by funds: $2.38B | Put options by funds: $2.65B
3.59% less ownership
Funds ownership: 83.31% → 79.73% (-3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.31B |
| 2 |
BlackRock
New York
|
+$617M |
| 3 |
JP Morgan Chase
New York
|
+$447M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$432M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$303M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$770M |
| 2 |
Primecap Management
Pasadena,
California
|
-$753M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$650M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$491M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$331M |
LLY Hedge Fund Activity: Q4 2022 in Review
2,671 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q4 2022, worth a combined $287B — up 12% from $257B a quarter earlier.
Buyers outnumbered sellers: 326 funds opened new LLY positions and 91 closed out — a net gain of 235 holders — while 956 added to existing stakes and 1,008 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.31B. The largest seller was T. Rowe Price Associates, cutting an estimated $770M.
- 2,671 institutional investors held Eli Lilly (LLY) as of Q4 2022, up from 2,485 in Q3 2022.
- Funds reported $287B of Eli Lilly stock for Q4 2022, up 12% quarter-over-quarter.
- 326 funds opened new Eli Lilly positions in Q4 2022 and 91 closed out, a net change of +235 holders.
- The largest Eli Lilly buyer in Q4 2022 was Morgan Stanley, an estimated $1.31B added.
- The largest Eli Lilly seller in Q4 2022 was T. Rowe Price Associates, an estimated $770M sold.
Based on aggregated 13F filings for Q4 2022.