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Eli Lilly
LLY

1,250 hedge funds and large institutions have $70.7B invested in Eli Lilly in 2017 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 417 increasing their positions, 506 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 58

16% more capital invested

Capital invested by funds: $61.2B → $70.7B (+$9.54B)

3% more funds holding

Funds holding: 1,213 → 1,250 (+37)

0.83% more ownership

Funds ownership: 75.35% → 76.19% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 26 → 26 (0)

15% less call options, than puts

Call options by funds: $557M | Put options by funds: $653M

18% less repeat investments, than reductions

Existing positions increased: 417 | Existing positions reduced: 506

Holders
1,250
Holders Change
+37
Holders Change %
+3.05%
% of All Funds
31.11%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.65%
New
108
Increased
417
Reduced
506
Closed
58
Calls
$557M
Puts
$653M
Net Calls
-$95.6M
Net Calls Change
-$636M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.8B
2
Citadel Advisors
Citadel Advisors
Florida
+$276M
3
Bessemer Group
Bessemer Group
New Jersey
+$249M
4
BGC
Beutel, Goodman & Co
Ontario, Canada
+$180M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$175M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$430M
2
Invesco
Invesco
Georgia
-$204M
3
APG Asset Management
APG Asset Management
Netherlands
-$117M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$103M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$94.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
26
Putnam Investments
Massachusetts
$365M +$18.5M +231,363 +6%
LCOV
27
London Company of Virginia
Virginia
$365M +$9.64M +120,402 +3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$360M +$139M +1,735,191 +68%
Capital International Investors
29
Capital International Investors
California
$355M -$54.3M -678,012 -14%
Swiss National Bank
30
Swiss National Bank
Switzerland
$337M +$62.6M +781,800 +24%
Winslow Capital Management
31
Winslow Capital Management
Minnesota
$326M +$138M +1,719,538 +80%
Citadel Advisors
32
Citadel Advisors
Florida
$301M +$276M +3,440,064 +2,476%
AllianceBernstein
33
AllianceBernstein
Tennessee
$292M +$64.7M +808,186 +30%
O
34
OrbiMed
New York
$280M +$47.4M +591,200 +22%
Charles Schwab
35
Charles Schwab
California
$267M +$18.3M +228,673 +8%
Bessemer Group
36
Bessemer Group
New Jersey
$266M +$249M +3,113,923 +6,579%
Renaissance Technologies
37
Renaissance Technologies
New York
$251M +$115M +1,441,200 +94%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$249M -$1.96M -24,499 -0.8%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$240M +$317K +3,954 +0.1%
American Century Companies
40
American Century Companies
Missouri
$232M +$34M +424,763 +18%
CCM
41
Causeway Capital Management
California
$232M -$55.7M -695,231 -22%
Fisher Asset Management
42
Fisher Asset Management
Washington
$217M +$21.4M +266,698 +12%
TA
43
Teachers Advisors
New York
$212M -$9.71M -121,197 -5%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$201M -$1.84M -23,000 -1%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$199M +$17.8M +221,724 +10%
US Bancorp
46
US Bancorp
Minnesota
$197M -$459K -5,734 -0.2%
Mitsubishi UFJ Trust & Banking
47
Mitsubishi UFJ Trust & Banking
Japan
$194M +$252K +3,141 +0.1%
AIM
48
abrdn Investment Management
United Kingdom
$176M -$11.3M -140,711 -6%
Adage Capital Partners
49
Adage Capital Partners
Massachusetts
$174M +$392K +4,900 +0.2%
State of New Jersey Common Pension Fund D
50
State of New Jersey Common Pension Fund D
New Jersey
$169M -$14.4M -180,000 -8%
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LLY Hedge Fund Activity: Q1 2017 in Review

1,250 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q1 2017, worth a combined $70.7B — up 16% from $61.2B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new LLY positions and 58 closed out — a net gain of 50 holders — while 417 added to existing stakes and 506 trimmed.

The largest buyer was BlackRock, adding an estimated $4.8B. The largest seller was Franklin Resources, cutting an estimated $430M.

  • 1,250 institutional investors held Eli Lilly (LLY) as of Q1 2017, up from 1,213 in Q4 2016.
  • Funds reported $70.7B of Eli Lilly stock for Q1 2017, up 16% quarter-over-quarter.
  • 108 funds opened new Eli Lilly positions in Q1 2017 and 58 closed out, a net change of +50 holders.
  • The largest Eli Lilly buyer in Q1 2017 was BlackRock, an estimated $4.8B added.
  • The largest Eli Lilly seller in Q1 2017 was Franklin Resources, an estimated $430M sold.

Based on aggregated 13F filings for Q1 2017.