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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
PL
901
Perpetual Ltd
Australia
$637K
JIC
902
Joel Isaacson & Co
New York
$635K -$72.8K -654 -10%
LA
903
Lynch & Associates
Indiana
$633K -$41.8K -375 -6%
OFG
904
OmniStar Financial Group
North Carolina
$631K +$57.7K +518 +10%
BWP
905
BSW Wealth Partners
Colorado
$629K +$6.79K +61 +1%
SFC
906
SYM Financial Corp
Indiana
$625K -$473K -4,249 -43%
PP
907
Patten & Patten
Tennessee
$625K +$39.1K +351 +7%
BRA
908
Bender Robert & Associates
California
$623K
PP
909
Prudential plc
United Kingdom
$622K -$353K -3,168 -36%
1IA
910
1834 Investment Advisors
Wisconsin
$619K
TCM
911
Tributary Capital Management
Nebraska
$615K -$11.1K -100 -2%
KFS
912
Kurt F. Somerville
$614K -$2.78K -25 -0.5%
IEFM
913
IQ EQ Fund Management
Ireland
$614K
DLA
914
Douglas Lane & Associates
New York
$612K +$334 +3 +0.1%
WCM
915
Wallace Capital Management
Texas
$609K
CIM
916
CIM Investment Management
Pennsylvania
$605K -$57K -512 -9%
BTW
917
Boston Trust Walden
Massachusetts
$605K -$22.3K -200 -4%
MFG
918
MidWestOne Financial Group
Iowa
$605K
PB
919
Pinnacle Bancorp
Nebraska
$605K
CS
920
Comerica Securities
Michigan
$602K +$29.7K +267 +5%
BS
921
Boenning & Scattergood
Pennsylvania
$601K -$8.35K -75 -1%
PCA
922
Peddock Capital Advisors
Massachusetts
$599K
WOC
923
West Oak Capital
California
$599K
WWM
924
Western Wealth Management
Colorado
$599K +$108K +971 +22%
AF
925
Arrow Financial
New York
$598K -$242K -2,175 -29%

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.