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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
ST
851
Spinnaker Trust
Maine
$754K
CFA
852
Carroll Financial Associates
North Carolina
$752K -$13.8K -124 -2%
RCM
853
Radnor Capital Management
Pennsylvania
$750K
MSWMA
854
Market Street Wealth Management Advisors
Indiana
$743K -$304K -2,734 -29%
S
855
SignatureFD
Georgia
$742K +$33.6K +302 +5%
BOPW
856
Brandywine Oak Private Wealth
Pennsylvania
$739K +$446K +4,003 +153%
SC
857
Schulhoff & Co
Ohio
$738K -$55.7K -500 -7%
GAM
858
Garrison Asset Management
Arkansas
$736K -$7.57K -68 -1%
ED
859
Exane Derivatives
France
$731K +$618K +5,549 +562%
IA
860
IFP Advisors
Florida
$730K +$723K +6,498 New
WP
861
WealthSource Partners
California
$729K +$120K +1,082 +20%
GBT
862
Grove Bank & Trust
Florida
$721K +$79.3K +712 +12%
SMM
863
Stadion Money Management
Georgia
$719K -$131K -1,174 -15%
H
864
HoyleCohen
California
$717K +$5.57K +50 +0.8%
PIP
865
Peachtree Investment Partners
Florida
$715K -$245K -2,200 -26%
CG
866
Caprock Group
Idaho
$715K -$76.8K -690 -10%
CNC
867
Citizens & Northern Corp
Pennsylvania
$712K +$709K +6,367 New
CCMD
868
Cypress Capital Management (Delaware)
Delaware
$710K
QCG
869
Quadrant Capital Group
Ohio
$710K +$262K +2,351 +57%
AW
870
ACG Wealth
Georgia
$708K -$13K -117 -2%
ATC
871
Adirondack Trust Company
New York
$704K
1NWS
872
1 North Wealth Services
Maryland
$704K +$701K +6,294 New
DWM
873
Destination Wealth Management
California
$697K -$16.7K -150 -2%
RMSCM
874
R.M. Sincerbeaux Capital Management
New York
$693K
QI
875
Qtron Investments
Massachusetts
$692K -$178K -1,602 -21%

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.