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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
MMPW
801
Mitchell McLeod Pugh & Williams
Alabama
$893K +$10K +90 +1%
SIM
802
Sterling Investment Management
Arizona
$893K +$260K +2,333 +41%
VIA
803
Vident Investment Advisory
Georgia
$891K +$25.5K +229 +3%
RIM
804
Redwood Investment Management
Arizona
$887K +$233K +2,090 +36%
AFC
805
AFT Forsyth & Company
Florida
$884K +$25.6K +230 +3%
MIAS
806
Mason Investment Advisory Services
Virginia
$882K +$276K +2,481 +46%
SP
807
Symmetry Partners
Connecticut
$880K -$754K -6,776 -46%
AC
808
Abbrea Capital
California
$879K +$271K +2,430 +45%
TFCM
809
Taylor Frigon Capital Management
Arizona
$879K +$875K +7,861 New
ClearBridge Investments
810
ClearBridge Investments
New York
$878K
FI
811
Fosun International
China
$876K -$495K -4,450 -36%
CAM
812
Carret Asset Management
New York
$876K
KOCAA
813
Knights of Columbus Asset Advisors
Connecticut
$876K +$872K +7,836 New
TAM
814
Tradition Asset Management
Virginia
$875K
WGA
815
Weather Gauge Advisory
Virginia
$873K +$111 +1 +0%
TA
816
Tiedemann Advisors
New York
$871K -$7.24K -65 -0.8%
ACS
817
Archford Capital Strategies
Illinois
$864K -$2.23K -20 -0.3%
TFS
818
Thoroughbred Financial Services
Tennessee
$863K +$779 +7 +0.1%
PGIM
819
Pacific Global Investment Management
California
$855K -$8.57K -77 -1%
IFS
820
Ifrah Financial Services
Arkansas
$847K -$20.5K -184 -2%
VNA
821
Valley National Advisers
Pennsylvania
$847K -$7.24K -65 -0.9%
DBIA
822
Dumont & Blake Investment Advisors
New Jersey
$844K
MSS
823
Mitchell Sinkler & Starr
Pennsylvania
$840K
ST
824
Sabal Trust
Florida
$840K +$41.9K +376 +5%
BCA
825
Bray Capital Advisors
Florida
$839K -$111K -1,000 -12%

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.