Eli Lilly
LLY
1,334 hedge funds and large institutions have $65B invested in Eli Lilly in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 436 increasing their positions, 563 reducing their positions, and 119 closing their positions.
0.54% less ownership
Funds ownership: 77.43% → 76.9% (-0.54%)
3% less funds holding
Funds holding: 1,373 → 1,334 (-39)
4% less funds holding in top 10
Funds holding in top 10: 23 → 22 (-1)
10% less capital invested
Capital invested by funds: $71.9B → $65B (-$6.97B)
18% less call options, than puts
Call options by funds: $316M | Put options by funds: $386M
20% less first-time investments, than exits
New positions opened: 95 | Existing positions closed: 119
23% less repeat investments, than reductions
Existing positions increased: 436 | Existing positions reduced: 563
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$324M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$266M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$202M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$192M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$162M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$383M |
| 2 |
JP Morgan Chase
New York
|
-$255M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$252M |
| 4 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$214M |
| 5 |
O
OrbiMed
New York
|
-$193M |
LLY Hedge Fund Activity: Q1 2018 in Review
1,334 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q1 2018, worth a combined $65B — down 9.7% from $71.9B a quarter earlier.
Sellers outnumbered buyers: 119 funds closed out of LLY and 95 opened new positions — a net loss of 24 holders — while 563 trimmed existing stakes and 436 added.
The largest buyer was Franklin Resources, adding an estimated $324M. The largest seller was Bank of America, cutting an estimated $383M.
- 1,334 institutional investors held Eli Lilly (LLY) as of Q1 2018, down from 1,373 in Q4 2017.
- Funds reported $65B of Eli Lilly stock for Q1 2018, down 9.7% quarter-over-quarter.
- 95 funds opened new Eli Lilly positions in Q1 2018 and 119 closed out, a net change of -24 holders.
- The largest Eli Lilly buyer in Q1 2018 was Franklin Resources, an estimated $324M added.
- The largest Eli Lilly seller in Q1 2018 was Bank of America, an estimated $383M sold.
Based on aggregated 13F filings for Q1 2018.