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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
BBNA
951
Bremer Bank National Association
Minnesota
$564K +$182K +1,637 +48%
NWP
952
Northstar Wealth Partners
Connecticut
$561K -$10.9K -98 -2%
FFN
953
Focus Financial Network
Minnesota
$554K +$3.45K +31 +0.6%
SRSA
954
S.R. Schill & Associates
Washington
$552K
FAIM
955
Financial Advocates Investment Management
Washington
$552K +$16.6K +149 +3%
TSW
956
Thompson Siegel & Walmsley
Virginia
$551K
WAM
957
Wallington Asset Management
Indiana
$550K +$3.01K +27 +0.6%
BCP
958
Blackhawk Capital Partners
Wisconsin
$549K -$145K -1,300 -21%
IBOK
959
Independence Bank of Kentucky
Kentucky
$549K +$54K +485 +11%
PNAA
960
Pictet North America Advisors
Switzerland
$548K
BSB
961
Bangor Savings Bank
Maine
$547K +$141K +1,264 +35%
HTC
962
Haverford Trust Company
Pennsylvania
$545K -$172K -1,548 -24%
GHAM
963
Gilman Hill Asset Management
Connecticut
$545K -$1.11K -10 -0.2%
BIC
964
Beach Investment Counsel
Pennsylvania
$543K
SCM
965
Salem Capital Management
Massachusetts
$542K -$21.9K -197 -4%
FNFDCM
966
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$540K +$1.23K +11 +0.2%
HFS
967
Howard Financial Services
Texas
$538K
MFG
968
Magnus Financial Group
New York
$537K +$4.57K +41 +0.9%
BI
969
Ballast Inc
Kentucky
$537K +$4.9K +44 +0.9%
DWA
970
Douglass Winthrop Advisors
New York
$535K +$146K +1,310 +38%
LWCFA
971
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$534K -$2.12K -19 -0.4%
CAM
972
Columbia Asset Management
Michigan
$533K -$2.78K -25 -0.5%
PAS
973
Park Avenue Securities
New York
$532K +$529K +4,754 New
LNB
974
Ledyard National Bank
$531K
FB
975
Fulton Bank
Pennsylvania
$530K -$29.4K -264 -5%

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.