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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
FCCM
576
First City Capital Management
Georgia
$1.97M -$215K -1,929 -10%
CBN
577
Cadence Bank NA
Texas
$1.95M +$66.9K +601 +4%
Impax Asset Management Group
578
Impax Asset Management Group
United Kingdom
$1.94M +$159K +1,424 +9%
TPWA
579
TRUE Private Wealth Advisors
Oregon
$1.92M
WA
580
Wheatland Advisors
Pennsylvania
$1.91M -$1.31M -11,800 -41%
AUB
581
Atlantic Union Bankshares
Virginia
$1.87M +$71.8K +645 +4%
CIC
582
Cornercap Investment Counsel
Georgia
$1.85M +$1.84M +16,529 New
Fayez Sarofim & Co
583
Fayez Sarofim & Co
Texas
$1.85M +$5.01K +45 +0.3%
MCM
584
Monument Capital Management
Virginia
$1.84M -$53.4K -480 -3%
CIS
585
Connors Investor Services
Pennsylvania
$1.83M -$128K -1,150 -7%
PFSC
586
Peoples Financial Services Corp
Pennsylvania
$1.82M -$2.78K -25 -0.2%
BC
587
Burleson & Co
California
$1.81M
GFA
588
Gifford Fong Associates
California
$1.8M
ISL
589
Ingalls & Snyder LLC
New York
$1.78M
AT
590
Arden Trust
Delaware
$1.78M -$11.9K -107 -0.7%
ITIM
591
Indiana Trust & Investment Management
Indiana
$1.77M -$84.6K -760 -5%
MMG
592
Monetary Management Group
Missouri
$1.76M -$11.1K -100 -0.6%
ACM
593
AlphaCrest Capital Management
New York
$1.75M -$6.16M -55,353 -78%
BBHC
594
Brown Brothers Harriman & Co
New York
$1.75M +$85.4K +767 +5%
PI
595
PFS Investments
Georgia
$1.75M +$524K +4,705 +43%
NGA
596
Naples Global Advisors
Florida
$1.75M +$2.67K +24 +0.2%
SWM
597
SeaCrest Wealth Management
New York
$1.75M +$123K +1,109 +8%
PWA
598
Providence Wealth Advisors
Illinois
$1.73M -$4.45K -40 -0.3%
MLM
599
Mount Lucas Management
Pennsylvania
$1.73M -$132K -1,186 -7%
SFG
600
Summit Financial Group
West Virginia
$1.7M -$289K -2,600 -15%

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.