Eli Lilly
1,130 hedge funds and large institutions have $58B invested in Eli Lilly in 2014 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 354 increasing their positions, 438 reducing their positions, and 38 closing their positions.
271% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 38
8% more funds holding
Funds holding: 1,042 → 1,130 (+88)
5% more capital invested
Capital invested by funds: $55.4B → $58B (+$2.6B)
0.35% more ownership
Funds ownership: 75.29% → 75.64% (+0.35%)
13% less funds holding in top 10
Funds holding in top 10: 40 → 35 (-5)
19% less repeat investments, than reductions
Existing positions increased: 354 | Existing positions reduced: 438
26% less call options, than puts
Call options by funds: $376M | Put options by funds: $511M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$496M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$212M |
| 3 |
Bank of New York Mellon
New York
|
+$163M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$134M |
| 5 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$755M |
| 2 |
AIG
American International Group
New York
|
-$373M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$344M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$285M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$206M |
LLY Hedge Fund Activity: Q4 2014 in Review
1,130 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q4 2014, worth a combined $58B — up 4.7% from $55.4B a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new LLY positions and 38 closed out — a net gain of 103 holders — while 354 added to existing stakes and 438 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $496M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $755M sold.
- 1,130 institutional investors held Eli Lilly (LLY) as of Q4 2014, up from 1,042 in Q3 2014.
- Funds reported $58B of Eli Lilly stock for Q4 2014, up 4.7% quarter-over-quarter.
- 141 funds opened new Eli Lilly positions in Q4 2014 and 38 closed out, a net change of +103 holders.
- The largest Eli Lilly buyer in Q4 2014 was T. Rowe Price Associates, an estimated $496M added.
- The largest Eli Lilly seller in Q4 2014 was Americafirst Capital Management, an estimated $755M sold.
Based on aggregated 13F filings for Q4 2014.