Eli Lilly
1,774 hedge funds and large institutions have $109B invested in Eli Lilly in 2020 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 629 increasing their positions, 670 reducing their positions, and 112 closing their positions.
24% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 112
1% more funds holding
Funds holding: 1,765 → 1,774 (+9)
0.72% less ownership
Funds ownership: 77.65% → 76.93% (-0.72%)
6% less repeat investments, than reductions
Existing positions increased: 629 | Existing positions reduced: 670
11% less capital invested
Capital invested by funds: $122B → $109B (-$13.2B)
29% less funds holding in top 10
Funds holding in top 10: 69 → 49 (-20)
38% less call options, than puts
Call options by funds: $426M | Put options by funds: $685M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$449M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$256M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$204M |
| 4 |
Millennium Management
New York
|
+$129M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$117M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$781M |
| 2 |
Jennison Associates
New York
|
-$539M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$378M |
| 4 |
BlackRock
New York
|
-$365M |
| 5 |
State Street
Boston,
Massachusetts
|
-$273M |
LLY Hedge Fund Activity: Q3 2020 in Review
1,774 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q3 2020, worth a combined $109B — down 11% from $122B a quarter earlier.
Buyers outnumbered sellers: 139 funds opened new LLY positions and 112 closed out — a net gain of 27 holders — while 629 added to existing stakes and 670 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $449M. The largest seller was Capital International Investors, cutting an estimated $781M.
- 1,774 institutional investors held Eli Lilly (LLY) as of Q3 2020, up from 1,765 in Q2 2020.
- Funds reported $109B of Eli Lilly stock for Q3 2020, down 11% quarter-over-quarter.
- 139 funds opened new Eli Lilly positions in Q3 2020 and 112 closed out, a net change of +27 holders.
- The largest Eli Lilly buyer in Q3 2020 was JP Morgan Chase, an estimated $449M added.
- The largest Eli Lilly seller in Q3 2020 was Capital International Investors, an estimated $781M sold.
Based on aggregated 13F filings for Q3 2020.