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Eli Lilly
LLY

1,605 hedge funds and large institutions have $101B invested in Eli Lilly in 2019 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 443 increasing their positions, 755 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 102

32% more call options, than puts

Call options by funds: $1.62B | Put options by funds: $1.23B

8% more capital invested

Capital invested by funds: $94.2B → $101B (+$7.13B)

3% more funds holding

Funds holding: 1,561 → 1,605 (+44)

2.47% less ownership

Funds ownership: 78.03% → 75.55% (-2.5%)

21% less funds holding in top 10

Funds holding in top 10: 62 → 49 (-13)

41% less repeat investments, than reductions

Existing positions increased: 443 | Existing positions reduced: 755

Holders
1,605
Holders Change
+44
Holders Change %
+2.82%
% of All Funds
34.73%
Holding in Top 10
49
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-20.97%
% of All Funds
1.06%
New
159
Increased
443
Reduced
755
Closed
102
Calls
$1.62B
Puts
$1.23B
Net Calls
+$391M
Net Calls Change
+$449M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$523M
2
Citadel Advisors
Citadel Advisors
Florida
+$402M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$337M
4
Bank of America
Bank of America
North Carolina
+$263M
5
APG Asset Management
APG Asset Management
Netherlands
+$250M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.17B
2
BlackRock
BlackRock
New York
-$958M
3
Primecap Management
Primecap Management
California
-$896M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$620M
5
Franklin Resources
Franklin Resources
California
-$597M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAMU
26
Amundi Asset Management US
Massachusetts
$621M -$149M -1,223,289 -20%
TCIM
27
TIAA CREF Investment Management
New York
$589M -$38.2M -314,313 -6%
Morgan Stanley
28
Morgan Stanley
New York
$587M +$53.7M +441,533 +11%
Charles Schwab
29
Charles Schwab
California
$529M +$2.17M +17,875 +0.4%
UBS AM
30
UBS AM
Illinois
$515M -$123M -1,012,937 -20%
Fisher Asset Management
31
Fisher Asset Management
Washington
$511M +$12.2M +100,704 +3%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$495M -$820K -6,742 -0.2%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$495M -$68.3M -561,716 -13%
Citadel Advisors
34
Citadel Advisors
Florida
$477M +$402M +3,307,234 +903%
Jennison Associates
35
Jennison Associates
New York
$474M +$27.4M +225,592 +7%
Swiss National Bank
36
Swiss National Bank
Switzerland
$455M -$22.4M -184,087 -5%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$425M -$41.2M -338,832 -9%
AllianceBernstein
38
AllianceBernstein
Tennessee
$421M +$88.7M +729,098 +29%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$410M +$29M +238,198 +8%
PPA
40
Parametric Portfolio Associates
Washington
$400M +$19M +156,321 +5%
EVM
41
Eaton Vance Management
Massachusetts
$386M -$11M -90,623 -3%
AQR Capital Management
42
AQR Capital Management
Connecticut
$366M -$95.1M -782,294 -22%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$364M +$17.8M +146,573 +6%
TA
44
Teachers Advisors
New York
$336M -$12.2M -100,376 -4%
CS
45
Credit Suisse
Switzerland
$316M +$117M +964,587 +66%
PI
46
Putnam Investments
Massachusetts
$312M -$23.8M -196,066 -8%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$311M +$5.05M +41,525 +2%
DZ Bank
48
DZ Bank
Germany
$311M +$78.5M +645,514 +37%
APG Asset Management
49
APG Asset Management
Netherlands
$307M +$250M +2,060,000 +343%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$299M +$218M +1,792,681 +349%
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LLY Hedge Fund Activity: Q1 2019 in Review

1,605 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q1 2019, worth a combined $101B — up 7.6% from $94.2B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new LLY positions and 102 closed out — a net gain of 57 holders — while 443 added to existing stakes and 755 trimmed.

The largest buyer was Capital International Investors, adding an estimated $523M. The largest seller was Wellington Management Group, cutting an estimated $1.17B.

  • 1,605 institutional investors held Eli Lilly (LLY) as of Q1 2019, up from 1,561 in Q4 2018.
  • Funds reported $101B of Eli Lilly stock for Q1 2019, up 7.6% quarter-over-quarter.
  • 159 funds opened new Eli Lilly positions in Q1 2019 and 102 closed out, a net change of +57 holders.
  • The largest Eli Lilly buyer in Q1 2019 was Capital International Investors, an estimated $523M added.
  • The largest Eli Lilly seller in Q1 2019 was Wellington Management Group, an estimated $1.17B sold.

Based on aggregated 13F filings for Q1 2019.