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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
GCP
976
GSA Capital Partners
United Kingdom
$529K -$1.2M -10,811 -70%
MWM
977
Mission Wealth Management
California
$527K +$86.8K +780 +20%
SB
978
Simmons Bank
Arkansas
$524K -$355K -3,187 -41%
DAS
979
Dynamic Advisor Solutions
Arizona
$523K -$99.5K -894 -16%
LFAS
980
Level Four Advisory Services
Texas
$523K -$4.57K -41 -0.9%
BMA
981
Brooks Moore & Associates
Tennessee
$522K -$50.2K -451 -9%
CCM
982
Coldstream Capital Management
Washington
$521K -$32.1K -288 -6%
CT
983
Chicago Trust
Illinois
$521K -$2K -18 -0.4%
SAM
984
Silvercrest Asset Management
New York
$520K +$1.23K +11 +0.2%
MCM
985
MAI Capital Management
Ohio
$520K +$17K +153 +3%
AF
986
Advisornet Financial
Minnesota
$519K +$196K +1,761 +61%
FWP
987
FAS Wealth Partners
Kansas
$518K +$334 +3 +0.1%
BPA
988
Beacon Pointe Advisors
California
$517K -$40.1K -360 -7%
PPCM
989
Pillar Pacific Capital Management
California
$517K -$6.9K -62 -1%
DIM
990
DC Investments Management
Virginia
$516K -$49K -440 -9%
MBTD
991
Mechanics Bank - Trust Department
California
$516K -$21.7K -195 -4%
HCM
992
Howland Capital Management
Massachusetts
$516K +$89.8K +807 +21%
PWLP
993
Prio Wealth Limited Partnership
Massachusetts
$515K -$38.5K -346 -7%
MSAM
994
Moloney Securities Asset Management
Missouri
$515K +$6.9K +62 +1%
TAIM
995
TD Ameritrade Investment Management
Nebraska
$515K +$81.5K +732 +19%
AIC
996
Ameritas Investment Company
Nebraska
$514K +$511K +4,592 New
CNB
997
Camden National Bank
Maine
$513K -$72.5K -651 -12%
DWM
998
Doyle Wealth Management
Florida
$513K -$1K -9 -0.2%
BFM
999
Boston Financial Management
Massachusetts
$513K -$891 -8 -0.2%
UCMOK
1000
United Capital Management of KS
Kansas
$513K +$25.7K +231 +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.