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Eli Lilly

1,246 hedge funds and large institutions have $69.4B invested in Eli Lilly in 2017 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 419 increasing their positions, 496 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 69

0.24% more ownership

Funds ownership: 76.19%76.43% (+0.24%)

0% less funds holding

Funds holding: 1,2491,246 (-3)

2% less capital invested

Capital invested by funds: $70.7B → $69.4B (-$1.32B)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

16% less repeat investments, than reductions

Existing positions increased: 419 | Existing positions reduced: 496

29% less call options, than puts

Call options by funds: $371M | Put options by funds: $524M

Holders
1,246
Holders Change
-3
Holders Change %
-0.24%
% of All Funds
31.06%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.6%
New
79
Increased
419
Reduced
496
Closed
69
Calls
$371M
Puts
$524M
Net Calls
-$153M
Net Calls Change
-$57.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
1076
Denver Investment Advisors
Colorado
$216K
PVWM
1077
Point View Wealth Management
New Jersey
$215K +$213K +2,608 New
WHG
1078
Westwood Holdings Group
Texas
$215K +$213K +2,610 New
AIA
1079
Allegis Investment Advisors
Idaho
$214K -$21.5K -264 -9%
QCG
1080
Quadrant Capital Group
Ohio
$212K -$9.71K -119 -4%
JCM
1081
Jag Capital Management
Missouri
$212K
HIC
1082
Holderness Investments Company
North Carolina
$211K -$12.2K -150 -6%
SB
1083
Simmons Bank
Arkansas
$209K -$2.9M -35,565 -93%
CWM
1084
Circle Wealth Management
New Jersey
$209K +$897 +11 +0.4%
SSB
1085
Sandy Spring Bank
Maryland
$209K +$27.7K +339 +15%
IPC
1086
Independent Portfolio Consultants
Florida
$207K +$114K +1,396 +125%
ISB
1087
Iowa State Bank
Iowa
$207K +$206K +2,521 New
AAP
1088
Ardsley Advisory Partners
Connecticut
$206K -$408K -5,000 -67%
EM
1089
Emancipation Management
New York
$206K -$40.8K -500 -17%
ACM
1090
Ashford Capital Management
Delaware
$206K
RVPG
1091
Relative Value Partners Group
$206K
FDS
1092
First Dallas Securities
Texas
$205K -$135K -1,649 -40%
RHJA
1093
Rice Hall James & Associates
California
$205K
LRPA
1094
L. Roy Papp & Associates
Arizona
$204K
SLA
1095
Silver Lake Advisory
Utah
$203K +$734 +9 +0.4%
AC
1096
Abbrea Capital
California
$203K +$4.89K +60 +2%
CIM
1097
Confluence Investment Management
Missouri
$202K
MRCM
1098
M&R Capital Management
New Jersey
$202K
MSAM
1099
Moloney Securities Asset Management
Missouri
$202K +$4K +49 +2%
TAM
1100
Todd Asset Management
Kentucky
$202K +$200K +2,455 New

LLY Hedge Fund Activity: Q2 2017 in Review

1,246 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q2 2017, worth a combined $69.4B — down 1.9% from $70.7B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new LLY positions and 69 closed out — a net gain of 10 holders — while 419 added to existing stakes and 496 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $752M. The largest seller was Citadel Advisors, cutting an estimated $217M.

  • 1,246 institutional investors held Eli Lilly (LLY) as of Q2 2017, down from 1,249 in Q1 2017.
  • Funds reported $69.4B of Eli Lilly stock for Q2 2017, down 1.9% quarter-over-quarter.
  • 79 funds opened new Eli Lilly positions in Q2 2017 and 69 closed out, a net change of +10 holders.
  • The largest Eli Lilly buyer in Q2 2017 was Janus Henderson Group, an estimated $752M added.
  • The largest Eli Lilly seller in Q2 2017 was Citadel Advisors, an estimated $217M sold.

Based on aggregated 13F filings for Q2 2017.