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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
FFG
926
Fortem Financial Group
California
$597K +$370K +3,321 +165%
BDF
927
Balasa Dinverno & Foltz
$596K -$191K -1,718 -24%
AWM
928
Avior Wealth Management
Nebraska
$596K +$6.57K +59 +1%
AP
929
Appleton Partners
Massachusetts
$595K
B
930
Bellecapital
Switzerland
$593K -$7.79K -70 -1%
ZIC
931
ZWJ Investment Counsel
Georgia
$590K
BCCM
932
Bridge Creek Capital Management
Massachusetts
$587K -$5.57K -50 -0.9%
BLAM
933
Bourne Lent Asset Management
New York
$587K
WIC
934
Woodmont Investment Counsel
Tennessee
$585K -$22.3K -200 -4%
RIM
935
Regent Investment Management
Kentucky
$585K
CIC
936
Carnegie Investment Counsel
Ohio
$585K +$10.8K +97 +2%
APP
937
Avantax Planning Partners
Iowa
$584K -$154K -1,386 -21%
CSIC
938
Clifford Swan Investment Counsel
California
$584K
RC
939
Roundview Capital
New Jersey
$584K
MPM
940
Meritage Portfolio Management
Kansas
$582K
P
941
Pitcairn
Pennsylvania
$580K -$541K -4,855 -48%
PFS
942
Prospera Financial Services
Texas
$578K -$4.57K -41 -0.8%
PPSG
943
Princeton Portfolio Strategies Group
New Jersey
$578K
PTC
944
Private Trust Company
Ohio
$576K -$129K -1,159 -18%
CWM
945
Cedar Wealth Management
California
$575K -$49K -440 -8%
LIM
946
Leavell Investment Management
Alabama
$575K +$53.1K +477 +10%
RWA
947
Ropes Wealth Advisors
Massachusetts
$574K -$1.67K -15 -0.3%
EHWM
948
Eads & Heald Wealth Management
Georgia
$573K +$5.34K +48 +0.9%
HDIM
949
Hanson & Doremus Investment Management
Vermont
$566K -$1.11K -10 -0.2%
GC
950
Gratus Capital
Georgia
$564K +$1.78K +16 +0.3%

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.