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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
SBA
826
Secrest Blakey & Associates
North Carolina
$839K
SPC
827
Stewart & Patten Company
California
$834K -$22.3K -200 -3%
CP
828
Cumberland Partners
Ontario, Canada
$834K +$208K +1,865 +33%
VCAM
829
Van Cleef Asset Management
Ohio
$831K -$8.24K -74 -1%
CCP
830
Clough Capital Partners
Massachusetts
$829K -$156K -1,400 -16%
VCM
831
Vision Capital Management
Oregon
$827K
SFS
832
Sowell Financial Services
Arkansas
$826K +$822K +7,386 New
AWM
833
Altium Wealth Management
New York
$823K -$164K -1,475 -17%
AFM
834
Andesa Financial Management
Pennsylvania
$823K +$179K +1,608 +28%
MHIC
835
Marble Harbor Investment Counsel
Massachusetts
$821K -$33.4K -300 -4%
EWA
836
EP Wealth Advisors
California
$810K +$87.3K +784 +12%
MWP
837
MYCIO Wealth Partners
Pennsylvania
$801K +$8.46K +76 +1%
DDC
838
DF Dent & Co
Maryland
$797K -$11.1K -100 -1%
EB
839
Eastern Bank
Massachusetts
$794K -$34.2K -307 -4%
KMC
840
Kirr Marbach & Co
Indiana
$793K
NFG
841
Next Financial Group
Texas
$780K +$121K +1,083 +18%
PA
842
PFW Advisors
Georgia
$777K +$97.6K +877 New
HWMG
843
Hurlow Wealth Management Group
Indiana
$773K
NSB
844
Norway Savings Bank
Maine
$773K +$61.8K +555 +9%
HI
845
Handelsinvest Investeringsforvaltning
Denmark
$770K +$156K +1,400 +26%
BJL
846
Brighton Jones LLC
Washington
$766K +$22.5K +202 +3%
PHK
847
Point72 Hong Kong
Hong Kong
$763K +$649K +5,833 +587%
CCM
848
Covington Capital Management
California
$759K -$291K -2,616 -28%
Jones Financial Companies
849
Jones Financial Companies
Missouri
$757K -$49.3K -443 -6%
AWA
850
AmeriServ Wealth Advisors
Pennsylvania
$756K -$1.56K -14 -0.2%

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.