Eli Lilly
1,139 hedge funds and large institutions have $70.4B invested in Eli Lilly in 2015 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 306 increasing their positions, 524 reducing their positions, and 63 closing their positions.
70% more call options, than puts
Call options by funds: $843M | Put options by funds: $496M
51% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 63
15% more capital invested
Capital invested by funds: $61B → $70.4B (+$9.38B)
12% more funds holding in top 10
Funds holding in top 10: 43 → 48 (+5)
2% more funds holding
Funds holding: 1,118 → 1,139 (+21)
0.37% more ownership
Funds ownership: 75.78% → 76.15% (+0.37%)
42% less repeat investments, than reductions
Existing positions increased: 306 | Existing positions reduced: 524
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$590M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$449M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$377M |
| 4 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$337M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
+$245M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$210M |
| 2 |
State Street
Boston,
Massachusetts
|
-$170M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$131M |
| 4 |
SCCM
Schafer Cullen Capital Management
New York
|
-$122M |
| 5 |
Lilly Endowment
Indiananapolis,
Indiana
|
-$108M |
LLY Hedge Fund Activity: Q2 2015 in Review
1,139 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q2 2015, worth a combined $70.4B — up 15% from $61B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new LLY positions and 63 closed out — a net gain of 32 holders — while 306 added to existing stakes and 524 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $590M. The largest seller was Wellington Management Group, cutting an estimated $210M.
- 1,139 institutional investors held Eli Lilly (LLY) as of Q2 2015, up from 1,118 in Q1 2015.
- Funds reported $70.4B of Eli Lilly stock for Q2 2015, up 15% quarter-over-quarter.
- 95 funds opened new Eli Lilly positions in Q2 2015 and 63 closed out, a net change of +32 holders.
- The largest Eli Lilly buyer in Q2 2015 was JP Morgan Chase, an estimated $590M added.
- The largest Eli Lilly seller in Q2 2015 was Wellington Management Group, an estimated $210M sold.
Based on aggregated 13F filings for Q2 2015.