Eli Lilly
974 hedge funds and large institutions have $41.1B invested in Eli Lilly in 2013 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 366 increasing their positions, 390 reducing their positions, and 60 closing their positions.
40% more call options, than puts
Call options by funds: $541M | Put options by funds: $388M
10% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 60
2% more capital invested
Capital invested by funds: $40.3B → $41.1B (+$794M)
0% less funds holding
Funds holding: 975 → 974 (-1)
0.16% less ownership
Funds ownership: 72.84% → 72.69% (-0.16%)
6% less repeat investments, than reductions
Existing positions increased: 366 | Existing positions reduced: 390
26% less funds holding in top 10
Funds holding in top 10: 31 → 23 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$192M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$151M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$114M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$105M |
| 5 |
Primecap Management
Pasadena,
California
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$211M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$150M |
| 3 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$140M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$126M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$119M |
LLY Hedge Fund Activity: Q3 2013 in Review
974 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q3 2013, worth a combined $41.1B — up 2% from $40.3B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new LLY positions and 60 closed out — a net gain of 6 holders — while 366 added to existing stakes and 390 trimmed.
The largest buyer was Franklin Resources, adding an estimated $192M. The largest seller was Renaissance Technologies, cutting an estimated $211M.
- 974 institutional investors held Eli Lilly (LLY) as of Q3 2013, down from 975 in Q2 2013.
- Funds reported $41.1B of Eli Lilly stock for Q3 2013, up 2% quarter-over-quarter.
- 66 funds opened new Eli Lilly positions in Q3 2013 and 60 closed out, a net change of +6 holders.
- The largest Eli Lilly buyer in Q3 2013 was Franklin Resources, an estimated $192M added.
- The largest Eli Lilly seller in Q3 2013 was Renaissance Technologies, an estimated $211M sold.
Based on aggregated 13F filings for Q3 2013.