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Eli Lilly

1,525 hedge funds and large institutions have $83.2B invested in Eli Lilly in 2019 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 511 increasing their positions, 627 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 73

1% more funds holding

Funds holding: 1,5161,525 (+9)

0% less capital invested

Capital invested by funds: $83.2B → $83.2B (-$35.8M)

0.42% less ownership

Funds ownership: 77.55%77.13% (-0.42%)

5% less call options, than puts

Call options by funds: $457M | Put options by funds: $482M

19% less repeat investments, than reductions

Existing positions increased: 511 | Existing positions reduced: 627

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

Holders
1,525
Holders Change
+9
Holders Change %
+0.59%
% of All Funds
33.44%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.44%
New
93
Increased
511
Reduced
627
Closed
73
Calls
$457M
Puts
$482M
Net Calls
-$25.8M
Net Calls Change
+$74M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
526
HM Payson & Co
Maine
$2.59M +$3.9K +35 +0.2%
BCM
527
Birmingham Capital Management
Alabama
$2.58M -$278K -2,500 -10%
PJSIMP
528
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.58M +$2.57M +23,093 New
SVWAG
529
Sound View Wealth Advisors Group
Georgia
$2.57M -$93.1K -836 -4%
HCA
530
Harbour Capital Advisors
Virginia
$2.56M +$128K +1,146 +5%
I
531
IberiaBank
Louisiana
$2.56M -$239K -2,143 -9%
GG
532
Gofen & Glossberg
Illinois
$2.56M +$8.57K +77 +0.3%
EOJOAM
533
E. Ohman J:or Asset Management
Sweden
$2.55M +$134K +1,200 +6%
LWANC
534
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.54M +$7.91K +71 +0.3%
ACPU
535
Arrowgrass Capital Partners (US)
Delaware
$2.54M -$574K -5,158 -19%
WA
536
WealthTrust Axiom
Pennsylvania
$2.53M -$110K -991 -4%
TG
537
TCW Group
California
$2.52M
BO
538
BRR OpCo
Ohio
$2.5M +$2.23K +20 +0.1%
FL
539
Fort LP
Maryland
$2.49M -$124K -1,111 -5%
AA
540
ALPS Advisors
Colorado
$2.48M -$1.16M -10,377 -32%
CIP
541
Chartwell Investment Partners
Pennsylvania
$2.46M -$7.13K -64 -0.3%
TIA
542
Trust Investment Advisors
Indiana
$2.45M -$77.9K -700 -3%
BBWA
543
Bell & Brown Wealth Advisors
California
$2.44M +$294K +2,641 +14%
HFBOT
544
Home Federal Bank of Tennessee
Tennessee
$2.39M -$33.4K -300 -1%
PS
545
Pensionfund Sabic
Netherlands
$2.38M
BPC
546
Banque Pictet & Cie
Switzerland
$2.35M
CTA
547
Chesley Taft & Associates
Illinois
$2.34M -$62.3K -560 -3%
MGAM
548
McGowan Group Asset Management
Texas
$2.34M +$111 +1 +0%
CEP
549
Chicago Equity Partners
Illinois
$2.31M +$181K +1,625 +9%
PA
550
Parallel Advisors
California
$2.26M -$63.9K -574 -3%

LLY Hedge Fund Activity: Q3 2019 in Review

1,525 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q3 2019, worth a combined $83.2B — down 0.04% from $83.2B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new LLY positions and 73 closed out — a net gain of 20 holders — while 511 added to existing stakes and 627 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $874M. The largest seller was T. Rowe Price Associates, cutting an estimated $417M.

  • 1,525 institutional investors held Eli Lilly (LLY) as of Q3 2019, up from 1,516 in Q2 2019.
  • Funds reported $83.2B of Eli Lilly stock for Q3 2019, down 0.04% quarter-over-quarter.
  • 93 funds opened new Eli Lilly positions in Q3 2019 and 73 closed out, a net change of +20 holders.
  • The largest Eli Lilly buyer in Q3 2019 was Wellington Management Group, an estimated $874M added.
  • The largest Eli Lilly seller in Q3 2019 was T. Rowe Price Associates, an estimated $417M sold.

Based on aggregated 13F filings for Q3 2019.