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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
PT
601
Plimoth Trust
Massachusetts
$1.69M -$107K -965 -6%
CHP
602
Cable Hill Partners
Oregon
$1.69M
SIAG
603
Signet Investment Advisory Group
Rhode Island
$1.69M -$13.9K -125 -0.8%
F
604
Filament
Washington
$1.69M -$546K -4,903 -24%
WT
605
Whittier Trust
California
$1.68M +$8.79K +79 +0.5%
ANRIA
606
American National Registered Investment Advisor
Texas
$1.68M
ECM
607
Estabrook Capital Management
New York
$1.68M +$12.2K +110 +0.7%
RIL
608
Rothschild Investment LLC
Illinois
$1.68M -$1K -9 -0.1%
NSIM
609
North Star Investment Management
Illinois
$1.67M
HFM
610
Hartford Financial Management
Connecticut
$1.67M
FAM
611
Fred Alger Management
New York
$1.66M -$3.95M -35,494 -71%
ASN
612
Advisory Services Network
Georgia
$1.66M
AWM
613
AE Wealth Management
Kansas
$1.65M +$111K +999 +7%
AMIM
614
Aull & Monroe Investment Management
Alabama
$1.64M
HIC
615
Harvey Investment Company
Kentucky
$1.64M
APA
616
American Portfolios Advisors
New York
$1.63M +$50.8K +456 +3%
IRF
617
IBM Retirement Fund
New York
$1.63M -$17.9K -161 -1%
SPC
618
Sigma Planning Corp
Michigan
$1.62M -$186K -1,671 -10%
AIL
619
AGF Investments LLC
Ontario, Canada
$1.61M -$1.16M -10,455 -42%
CA
620
Clearstead Advisors
Ohio
$1.61M +$49.8K +447 +3%
WA
621
WBH Advisory
Maryland
$1.61M -$10K -90 -0.6%
BA
622
Bennicas & Associates
California
$1.61M +$6.35K +57 +0.4%
WFM
623
Wolff Financial Management
Michigan
$1.6M +$223 +2 +0%
CNBT
624
Canandaigua National Bank & Trust
New York
$1.6M +$222K +1,990 +16%
NNP
625
Nachman Norwood & Parrott
South Carolina
$1.6M -$15.7K -141 -1%

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.