Eli Lilly
1,042 hedge funds and large institutions have $55.4B invested in Eli Lilly in 2014 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 348 increasing their positions, 443 reducing their positions, and 39 closing their positions.
54% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 39
45% more call options, than puts
Call options by funds: $540M | Put options by funds: $371M
8% more funds holding in top 10
Funds holding in top 10: 37 → 40 (+3)
5% more capital invested
Capital invested by funds: $52.6B → $55.4B (+$2.72B)
1% more funds holding
Funds holding: 1,029 → 1,042 (+13)
0.28% less ownership
Funds ownership: 75.58% → 75.29% (-0.28%)
21% less repeat investments, than reductions
Existing positions increased: 348 | Existing positions reduced: 443
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$964M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$236M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$222M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$163M |
| 5 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$124M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$579M |
| 2 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$196M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$124M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$124M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$109M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAS
1076
Partnervest Advisory Services
Santa Barbara,
California
| – | -$29K | -463 | Closed |
|
|
EAMA
1077
EFG Asset Management (Americas)
Miami,
Florida
| – | -$28K | -447 | Closed |
|
|
TWM
1078
Torch Wealth Management
Cincinnati,
Ohio
| – | -$25K | -400 | Closed |
|
|
CA
1079
CapWealth Advisors
Franklin,
Tennessee
| – | -$19K | -300 | Closed |
|
1080
Group One Trading
Chicago,
Illinois
| – | -$12K | -200 | Closed |
|
|
GC
1081
Globeflex Capital
San Diego,
California
| – | -$3K | -55 | Closed |
|
|
MIM
1082
Macroview Investment Management
Bethesda,
Maryland
| – | +$253 | +4 | New |
|
LLY Hedge Fund Activity: Q3 2014 in Review
1,042 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q3 2014, worth a combined $55.4B — up 5.2% from $52.6B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new LLY positions and 39 closed out — a net gain of 21 holders — while 348 added to existing stakes and 443 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $964M. The largest seller was Norges Bank, cutting an estimated $579M.
- 1,042 institutional investors held Eli Lilly (LLY) as of Q3 2014, up from 1,029 in Q2 2014.
- Funds reported $55.4B of Eli Lilly stock for Q3 2014, up 5.2% quarter-over-quarter.
- 60 funds opened new Eli Lilly positions in Q3 2014 and 39 closed out, a net change of +21 holders.
- The largest Eli Lilly buyer in Q3 2014 was T. Rowe Price Associates, an estimated $964M added.
- The largest Eli Lilly seller in Q3 2014 was Norges Bank, an estimated $579M sold.
Based on aggregated 13F filings for Q3 2014.