Eli Lilly
1,025 hedge funds and large institutions have $49.5B invested in Eli Lilly in 2014 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 335 increasing their positions, 442 reducing their positions, and 60 closing their positions.
95% more funds holding in top 10
Funds holding in top 10: 19 → 37 (+18)
57% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 60
23% more call options, than puts
Call options by funds: $561M | Put options by funds: $456M
18% more capital invested
Capital invested by funds: $42.1B → $49.5B (+$7.45B)
2% more funds holding
Funds holding: 1,003 → 1,025 (+22)
1.44% more ownership
Funds ownership: 73.31% → 74.75% (+1.4%)
24% less repeat investments, than reductions
Existing positions increased: 335 | Existing positions reduced: 442
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$342M |
| 2 |
Primecap Management
Pasadena,
California
|
+$311M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$159M |
| 4 |
Neuberger Berman Group
New York
|
+$122M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$112M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$213M |
| 2 |
Axa
Paris,
France
|
-$161M |
| 3 |
Two Sigma Investments
New York
|
-$121M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$104M |
| 5 |
Renaissance Technologies
New York
|
-$101M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PG
1076
PEAK6 Group
Chicago,
Illinois
| – | -$133K | -2,381 | Closed |
|
1077
Group One Trading
Chicago,
Illinois
| – | -$87K | -1,700 | Closed |
|
|
CCM
1078
Chilton Capital Management
Houston,
Texas
| – | -$76.5K | -1,500 | Closed |
|
|
PTCG
1079
Pring Turner Capital Group
Alamo,
California
| – | -$74K | -1,450 | Closed |
|
|
MIC
1080
MU Investments Company
Tokyo,
Japan
| – | -$46K | -900 | Closed |
|
|
IC
1081
IKOS CIF
Limassol,
Cyprus
| – | -$15K | -300 | Closed |
|
1082
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$9K | -165 | Closed |
|
|
ST
1083
Smithfield Trust
Pittsburgh,
Pennsylvania
| – | -$6K | -120 | Closed |
|
|
BOK
1084
Bank of Kentucky
Crestview Hills,,
Kentucky
| – | -$6K | -115 | Closed |
|
|
EU
1085
Emory University
Atlanta,
Georgia
| – | -$4K | -80 | Closed |
|
LLY Hedge Fund Activity: Q1 2014 in Review
1,025 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q1 2014, worth a combined $49.5B — up 18% from $42.1B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new LLY positions and 60 closed out — a net gain of 34 holders — while 335 added to existing stakes and 442 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $342M. The largest seller was Fidelity Investments, cutting an estimated $213M.
- 1,025 institutional investors held Eli Lilly (LLY) as of Q1 2014, up from 1,003 in Q4 2013.
- Funds reported $49.5B of Eli Lilly stock for Q1 2014, up 18% quarter-over-quarter.
- 94 funds opened new Eli Lilly positions in Q1 2014 and 60 closed out, a net change of +34 holders.
- The largest Eli Lilly buyer in Q1 2014 was Lazard Asset Management, an estimated $342M added.
- The largest Eli Lilly seller in Q1 2014 was Fidelity Investments, an estimated $213M sold.
Based on aggregated 13F filings for Q1 2014.