Eli Lilly
1,152 hedge funds and large institutions have $59.4B invested in Eli Lilly in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 383 increasing their positions, 505 reducing their positions, and 126 closing their positions.
65% more call options, than puts
Call options by funds: $697M | Put options by funds: $423M
0.74% more ownership
Funds ownership: 76.29% → 77.03% (+0.74%)
6% less funds holding
Funds holding: 1,221 → 1,152 (-69)
16% less capital invested
Capital invested by funds: $71.1B → $59.4B (-$11.6B)
24% less repeat investments, than reductions
Existing positions increased: 383 | Existing positions reduced: 505
40% less funds holding in top 10
Funds holding in top 10: 40 → 24 (-16)
44% less first-time investments, than exits
New positions opened: 71 | Existing positions closed: 126
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$1.3B |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$890M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$149M |
| 4 |
Renaissance Technologies
New York
|
+$142M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$140M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$406M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$278M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$219M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$201M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$187M |
LLY Hedge Fund Activity: Q1 2016 in Review
1,152 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q1 2016, worth a combined $59.4B — down 16% from $71.1B a quarter earlier.
Sellers outnumbered buyers: 126 funds closed out of LLY and 71 opened new positions — a net loss of 55 holders — while 505 trimmed existing stakes and 383 added.
The largest buyer was Royal London Asset Management, adding an estimated $1.3B. The largest seller was Bank of America, cutting an estimated $406M.
- 1,152 institutional investors held Eli Lilly (LLY) as of Q1 2016, down from 1,221 in Q4 2015.
- Funds reported $59.4B of Eli Lilly stock for Q1 2016, down 16% quarter-over-quarter.
- 71 funds opened new Eli Lilly positions in Q1 2016 and 126 closed out, a net change of -55 holders.
- The largest Eli Lilly buyer in Q1 2016 was Royal London Asset Management, an estimated $1.3B added.
- The largest Eli Lilly seller in Q1 2016 was Bank of America, an estimated $406M sold.
Based on aggregated 13F filings for Q1 2016.