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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
CFMC
651
Curbstone Financial Management Corp
New Hampshire
$1.47M
VFA
652
Voya Financial Advisors
Connecticut
$1.47M +$183K +1,640 +14%
SRAM
653
Stone Ridge Asset Management
New York
$1.47M
SACTSONJ
654
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.47M +$345K +3,100 +31%
SSA
655
Schonfeld Strategic Advisors
New York
$1.44M +$668K +6,004 +87%
HAM
656
Hammer Asset Management
California
$1.44M +$1.44M +12,900 New
NERM
657
New England Research & Management
Illinois
$1.44M +$406K +3,650 +40%
ESB
658
Essex Savings Bank
Connecticut
$1.43M -$454K -4,079 -24%
FA
659
FDx Advisors
Illinois
$1.43M -$213K -1,911 -13%
PA
660
Probity Advisors
Texas
$1.43M -$10K -90 -0.7%
TRCT
661
Tower Research Capital (TRC)
New York
$1.43M +$1.42M +12,795 New
WFWM
662
Wechter Feldman Wealth Management
New Jersey
$1.42M
VF
663
Virtu Financial
New York
$1.41M +$914K +8,210 +187%
IMOV
664
Investment Management of Virginia
Virginia
$1.4M +$101K +910 +8%
TSWM
665
Triangle Securities Wealth Management
North Carolina
$1.4M -$5.57K -50 -0.4%
SMH
666
Sanders Morris Harris
Texas
$1.4M
SBH
667
Segall Bryant & Hamill
Illinois
$1.39M
MCM
668
Mitchell Capital Management
Kansas
$1.39M -$13.7K -123 -1%
ECM
669
ETrade Capital Management
Virginia
$1.39M -$1.55M -13,950 -53%
MYLI
670
Meiji Yasuda Life Insurance
Japan
$1.39M +$92.6K +832 +7%
AIA
671
Avalon Investment & Advisory
Texas
$1.37M -$776K -6,973 -36%
RM
672
Resource Management
Louisiana
$1.37M +$557 +5 +0%
FFSOTS
673
Fiduciary Financial Services of The Southwest
Texas
$1.37M +$94.2K +846 +7%
HI
674
Human Investing
Oregon
$1.36M -$24K -216 -2%
FFWA
675
FRG Family Wealth Advisors
Washington
$1.36M -$47.3K -425 -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.