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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
FT
701
Fiduciary Trust
Massachusetts
$1.27M -$27.3K -245 -2%
LWAC
702
Laurel Wealth Advisors (California)
California
$1.26M +$666K +5,982 +112%
SWP
703
Stratos Wealth Partners
Ohio
$1.26M -$125K -1,119 -9%
Loomis, Sayles & Company
704
Loomis, Sayles & Company
Massachusetts
$1.26M +$1.25M +11,251 New
TU
705
TDAM USA
Ontario, Canada
$1.26M -$43.6K -392 -3%
SNT
706
Security National Trust
West Virginia
$1.26M -$10K -90 -0.8%
ET
707
Equitable Trust
Tennessee
$1.26M +$63.5K +570 +5%
SCI
708
Stableford Capital II
Arizona
$1.25M
BCM
709
Brookstone Capital Management
Illinois
$1.25M +$31.3K +281 +3%
BFC
710
Blue Fin Capital
Rhode Island
$1.24M -$54.6K -490 -4%
CIM
711
CenturyLink Investment Management
Colorado
$1.24M -$208K -1,871 -14%
BS
712
Bessemer Securities
New York
$1.23M
NIM
713
Northeast Investment Management
Massachusetts
$1.23M -$21.6K -194 -2%
NC
714
Northpointe Capital
Michigan
$1.23M -$1.45M -13,043 -54%
HAIM
715
Hunter Associates Investment Management
Pennsylvania
$1.22M
VI
716
Versor Investments
New York
$1.21M -$2.18M -19,600 -64%
CIP
717
Cornerstone Investment Partners
Georgia
$1.21M
WIM
718
Waverton Investment Management
United Kingdom
$1.2M -$160K -1,439 -12%
Group One Trading
719
Group One Trading
Illinois
$1.2M +$1.19M +10,700 New
AI
720
Atria Investments
North Carolina
$1.19M +$262K +2,350 +28%
BCMO
721
Buckingham Capital Management (Ohio)
Ohio
$1.19M +$768K +6,900 +186%
CCA
722
Checchi Capital Advisers
California
$1.18M -$12.5K -112 -1%
NB
723
Northwest Bancshares
Pennsylvania
$1.18M -$7.46K -67 -0.6%
HB
724
Homrich & Berg
Georgia
$1.18M -$14.8K -133 -1%
LBC
725
Lowe Brockenbrough & Co
Virginia
$1.15M +$33.4K +300 +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.