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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
TWA
676
TCI Wealth Advisors
Arizona
$1.36M -$9.35K -84 -0.7%
RE
677
RBC Europe
United Kingdom
$1.35M -$24.5K -220 -2%
BHB
678
Bank Hapoalim BM
Israel
$1.35M +$234K +2,098 +21%
WJWM
679
Williams Jones Wealth Management
New York
$1.34M +$1.34M +12,028 New
Hotchkis & Wiley Capital Management
680
Hotchkis & Wiley Capital Management
California
$1.34M
IWM
681
IHT Wealth Management
Illinois
$1.33M +$120K +1,077 +10%
BCM
682
BlueCrest Capital Management
Jersey
$1.33M +$1.33M +11,935 New
VAS
683
Vestmark Advisory Solutions
Massachusetts
$1.33M +$247K +2,216 +23%
BAC
684
Boys Arnold & Co
North Carolina
$1.33M -$47.5K -427 -3%
CA
685
Cetera Advisors
Colorado
$1.32M -$1.89K -17 -0.1%
CIC
686
Crawford Investment Counsel
Georgia
$1.32M +$51.8K +465 +4%
IB
687
Intrust Bank
Kansas
$1.31M -$76.7K -689 -6%
GT
688
Greenleaf Trust
Michigan
$1.31M -$2.23K -20 -0.2%
SFG
689
SNS Financial Group
Minnesota
$1.31M -$43.5K -391 -3%
CC
690
ClearArc Capital
Ohio
$1.3M -$13.2K -119 -1%
BAM
691
Berkshire Asset Management
Pennsylvania
$1.3M +$10K +90 +0.8%
CCM
692
Crossvault Capital Management
Texas
$1.29M -$52.3K -470 -4%
TYCC
693
Texas Yale Capital Corp
Florida
$1.29M
TAM
694
Tiverton Asset Management
Delaware
$1.28M +$221K +1,988 +21%
AIM
695
Anchor Investment Management
South Carolina
$1.28M +$2.78K +25 +0.2%
AIM
696
Axiom Investment Management
New York
$1.27M -$3.36M -30,153 -73%
LP
697
LMR Partners
United Kingdom
$1.27M -$2.33M -20,901 -65%
WPC
698
Waters Parkerson & Co
Louisiana
$1.27M
ATC
699
Argent Trust Co
Tennessee
$1.27M -$779 -7 -0.1%
TAM
700
Tocqueville Asset Management
New York
$1.27M -$660K -5,926 -34%

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.