Eli Lilly
1,221 hedge funds and large institutions have $71.1B invested in Eli Lilly in 2015 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 415 increasing their positions, 449 reducing their positions, and 64 closing their positions.
134% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 64
61% more call options, than puts
Call options by funds: $785M | Put options by funds: $488M
6% more funds holding
Funds holding: 1,148 → 1,221 (+73)
1% more capital invested
Capital invested by funds: $70.3B → $71.1B (+$787M)
0.36% more ownership
Funds ownership: 75.94% → 76.29% (+0.36%)
8% less repeat investments, than reductions
Existing positions increased: 415 | Existing positions reduced: 449
29% less funds holding in top 10
Funds holding in top 10: 56 → 40 (-16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$278M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$183M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$175M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$164M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$129M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$338M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$282M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$224M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$147M |
| 5 |
Lilly Endowment
Indiananapolis,
Indiana
|
-$125M |
LLY Hedge Fund Activity: Q4 2015 in Review
1,221 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q4 2015, worth a combined $71.1B — up 1.1% from $70.3B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new LLY positions and 64 closed out — a net gain of 86 holders — while 415 added to existing stakes and 449 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $278M. The largest seller was Manning & Napier Advisors, cutting an estimated $338M.
- 1,221 institutional investors held Eli Lilly (LLY) as of Q4 2015, up from 1,148 in Q3 2015.
- Funds reported $71.1B of Eli Lilly stock for Q4 2015, up 1.1% quarter-over-quarter.
- 150 funds opened new Eli Lilly positions in Q4 2015 and 64 closed out, a net change of +86 holders.
- The largest Eli Lilly buyer in Q4 2015 was Fidelity Investments, an estimated $278M added.
- The largest Eli Lilly seller in Q4 2015 was Manning & Napier Advisors, an estimated $338M sold.
Based on aggregated 13F filings for Q4 2015.