Eli Lilly
1,147 hedge funds and large institutions have $70.3B invested in Eli Lilly in 2015 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 373 increasing their positions, 474 reducing their positions, and 65 closing their positions.
54% more call options, than puts
Call options by funds: $925M | Put options by funds: $601M
34% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 65
17% more funds holding in top 10
Funds holding in top 10: 48 → 56 (+8)
1% more funds holding
Funds holding: 1,138 → 1,147 (+9)
0.21% less ownership
Funds ownership: 76.15% → 75.94% (-0.21%)
0% less capital invested
Capital invested by funds: $70.4B → $70.3B (-$161M)
21% less repeat investments, than reductions
Existing positions increased: 373 | Existing positions reduced: 474
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$776M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$684M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$242M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$221M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$152M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$713M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$324M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$314M |
| 4 |
Primecap Management
Pasadena,
California
|
-$238M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$193M |
LLY Hedge Fund Activity: Q3 2015 in Review
1,147 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q3 2015, worth a combined $70.3B — down 0.23% from $70.4B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new LLY positions and 65 closed out — a net gain of 22 holders — while 373 added to existing stakes and 474 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $776M. The largest seller was Wellington Management Group, cutting an estimated $713M.
- 1,147 institutional investors held Eli Lilly (LLY) as of Q3 2015, up from 1,138 in Q2 2015.
- Funds reported $70.3B of Eli Lilly stock for Q3 2015, down 0.23% quarter-over-quarter.
- 87 funds opened new Eli Lilly positions in Q3 2015 and 65 closed out, a net change of +22 holders.
- The largest Eli Lilly buyer in Q3 2015 was JP Morgan Chase, an estimated $776M added.
- The largest Eli Lilly seller in Q3 2015 was Wellington Management Group, an estimated $713M sold.
Based on aggregated 13F filings for Q3 2015.