Eli Lilly
LLY
3,276 hedge funds and large institutions have $458B invested in Eli Lilly in 2023 Q4 according to their latest regulatory filings, with 442 funds opening new positions, 1,220 increasing their positions, 1,234 reducing their positions, and 96 closing their positions.
360% more first-time investments, than exits
New positions opened: 442 | Existing positions closed: 96
10% more funds holding
Funds holding: 2,974 → 3,276 (+302)
9% more capital invested
Capital invested by funds: $422B → $458B (+$36.4B)
0.12% more ownership
Funds ownership: 82.72% → 82.83% (+0.12%)
1% less funds holding in top 10
Funds holding in top 10: 306 → 304 (-2)
1% less repeat investments, than reductions
Existing positions increased: 1,220 | Existing positions reduced: 1,234
11% less call options, than puts
Call options by funds: $4.99B | Put options by funds: $5.58B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$2.1B |
| 2 |
Neuberger Berman Group
New York
|
+$812M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$604M |
| 4 |
Janus Henderson Group
London,
|
+$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
3,276 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q4 2023, worth a combined $458B — up 8.6% from $422B a quarter earlier.
Buyers outnumbered sellers: 442 funds opened new LLY positions and 96 closed out — a net gain of 346 holders — while 1,220 added to existing stakes and 1,234 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $2.1B. The largest seller was BlackRock, cutting an estimated $763M.
- 3,276 institutional investors held Eli Lilly (LLY) as of Q4 2023, up from 2,974 in Q3 2023.
- Funds reported $458B of Eli Lilly stock for Q4 2023, up 8.6% quarter-over-quarter.
- 442 funds opened new Eli Lilly positions in Q4 2023 and 96 closed out, a net change of +346 holders.
- The largest Eli Lilly buyer in Q4 2023 was JP Morgan Chase, an estimated $2.1B added.
- The largest Eli Lilly seller in Q4 2023 was BlackRock, an estimated $763M sold.
Based on aggregated 13F filings for Q4 2023.