Eli Lilly
1,005 hedge funds and large institutions have $42.1B invested in Eli Lilly in 2013 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 341 increasing their positions, 406 reducing their positions, and 69 closing their positions.
62% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 69
11% more call options, than puts
Call options by funds: $460M | Put options by funds: $416M
3% more funds holding
Funds holding: 974 → 1,005 (+31)
2% more capital invested
Capital invested by funds: $41.1B → $42.1B (+$950M)
0.62% more ownership
Funds ownership: 72.69% → 73.31% (+0.62%)
16% less repeat investments, than reductions
Existing positions increased: 341 | Existing positions reduced: 406
17% less funds holding in top 10
Funds holding in top 10: 23 → 19 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$711M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$514M |
| 3 |
AIG
American International Group
New York
|
+$254M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$96.2M |
| 5 |
State Street
Boston,
Massachusetts
|
+$79.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$141M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$133M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$132M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$132M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$130M |
LLY Hedge Fund Activity: Q4 2013 in Review
1,005 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q4 2013, worth a combined $42.1B — up 2.3% from $41.1B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new LLY positions and 69 closed out — a net gain of 43 holders — while 341 added to existing stakes and 406 trimmed.
The largest buyer was Franklin Resources, adding an estimated $711M. The largest seller was Fidelity Investments, cutting an estimated $141M.
- 1,005 institutional investors held Eli Lilly (LLY) as of Q4 2013, up from 974 in Q3 2013.
- Funds reported $42.1B of Eli Lilly stock for Q4 2013, up 2.3% quarter-over-quarter.
- 112 funds opened new Eli Lilly positions in Q4 2013 and 69 closed out, a net change of +43 holders.
- The largest Eli Lilly buyer in Q4 2013 was Franklin Resources, an estimated $711M added.
- The largest Eli Lilly seller in Q4 2013 was Fidelity Investments, an estimated $141M sold.
Based on aggregated 13F filings for Q4 2013.