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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
BUB
551
BBVA USA Bancshares
Texas
$2.25M -$257K -2,311 -10%
MERSOM
552
Municipal Employees' Retirement System of Michigan
Michigan
$2.25M +$18.9K +170 +0.9%
KRSITF
553
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.24M +$225K +2,024 +11%
BCWM
554
Bartlett & Co Wealth Management
Ohio
$2.24M +$1.23M +11,010 +122%
BC
555
Bartlett & Co
Ohio
$2.24M +$1.23M +11,010 +122%
CIS
556
Capital International Sarl
California
$2.23M
AAS
557
Avantax Advisory Services
Texas
$2.23M -$95.4K -857 -4%
GIM
558
Greylin Investment Management
Virginia
$2.23M
EGM
559
Engineers Gate Manager
New York
$2.22M -$6.44M -57,878 -74%
WFMPM
560
Woodley Farra Manion Portfolio Management
Indiana
$2.2M -$144K -1,290 -6%
SW
561
SVB Wealth
Massachusetts
$2.19M +$56.3K +506 +3%
NONA
562
Ninety One North America
New York
$2.17M -$24.4K -219 -1%
MCM
563
Murphy Capital Management
New Jersey
$2.17M -$27.3K -245 -1%
SCM
564
Shelton Capital Management
Colorado
$2.17M -$111K -1,000 -5%
LNWWM
565
Laird Norton Wetherby Wealth Management
California
$2.16M -$54.4K -489 -2%
MC
566
Moors & Cabot
Massachusetts
$2.15M +$117K +1,054 +6%
SCA
567
Strategic Capital Advisers
Colorado
$2.15M -$59.5K -534 -3%
SC
568
SouthState Corp
Florida
$2.13M -$933K -8,380 -31%
SH
569
Svenska Handelsbanken
Sweden
$2.13M +$1.28M +11,500 +153%
BST
570
Bath Savings Trust
Maine
$2.12M -$6.79K -61 -0.3%
CIA
571
Choate Investment Advisors
Massachusetts
$2.11M -$27.8K -250 -1%
CAM
572
Chesapeake Asset Management
New York
$2.1M -$169K -1,516 -7%
PCM
573
Perkins Capital Management
Minnesota
$2.07M -$192K -1,725 -9%
JCM
574
Jacobi Capital Management
Pennsylvania
$2.01M -$104K -932 -5%
NCM
575
Northside Capital Management
Oregon
$2M +$53.1K +477 +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.