Eli Lilly
1,250 hedge funds and large institutions have $70.7B invested in Eli Lilly in 2017 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 417 increasing their positions, 506 reducing their positions, and 58 closing their positions.
86% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 58
16% more capital invested
Capital invested by funds: $61.2B → $70.7B (+$9.54B)
3% more funds holding
Funds holding: 1,213 → 1,250 (+37)
0.83% more ownership
Funds ownership: 75.35% → 76.19% (+0.83%)
0% more funds holding in top 10
Funds holding in top 10: 26 → 26 (0)
15% less call options, than puts
Call options by funds: $557M | Put options by funds: $653M
18% less repeat investments, than reductions
Existing positions increased: 417 | Existing positions reduced: 506
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$4.8B |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$276M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$249M |
| 4 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$180M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$175M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$430M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$204M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$117M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$103M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$94.2M |
LLY Hedge Fund Activity: Q1 2017 in Review
1,250 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q1 2017, worth a combined $70.7B — up 16% from $61.2B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new LLY positions and 58 closed out — a net gain of 50 holders — while 417 added to existing stakes and 506 trimmed.
The largest buyer was BlackRock, adding an estimated $4.8B. The largest seller was Franklin Resources, cutting an estimated $430M.
- 1,250 institutional investors held Eli Lilly (LLY) as of Q1 2017, up from 1,213 in Q4 2016.
- Funds reported $70.7B of Eli Lilly stock for Q1 2017, up 16% quarter-over-quarter.
- 108 funds opened new Eli Lilly positions in Q1 2017 and 58 closed out, a net change of +50 holders.
- The largest Eli Lilly buyer in Q1 2017 was BlackRock, an estimated $4.8B added.
- The largest Eli Lilly seller in Q1 2017 was Franklin Resources, an estimated $430M sold.
Based on aggregated 13F filings for Q1 2017.