Eli Lilly
1,176 hedge funds and large institutions have $66.5B invested in Eli Lilly in 2016 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 431 increasing their positions, 439 reducing their positions, and 58 closing their positions.
60% more call options, than puts
Call options by funds: $1.37B | Put options by funds: $857M
16% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 58
1% more capital invested
Capital invested by funds: $66B → $66.5B (+$526M)
0% more funds holding in top 10
Funds holding in top 10: 36 → 36 (0)
0.21% less ownership
Funds ownership: 75.93% → 75.72% (-0.21%)
0% less funds holding
Funds holding: 1,179 → 1,176 (-3)
2% less repeat investments, than reductions
Existing positions increased: 431 | Existing positions reduced: 439
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$187M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$177M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$159M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$145M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$137M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$263M |
| 2 |
JP Morgan Chase
New York
|
-$155M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$143M |
| 4 |
D.E. Shaw & Co
New York
|
-$117M |
| 5 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$104M |
LLY Hedge Fund Activity: Q3 2016 in Review
1,176 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q3 2016, worth a combined $66.5B — up 0.8% from $66B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new LLY positions and 58 closed out — a net gain of 9 holders — while 431 added to existing stakes and 439 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $187M. The largest seller was Viking Global Investors, cutting an estimated $263M.
- 1,176 institutional investors held Eli Lilly (LLY) as of Q3 2016, down from 1,179 in Q2 2016.
- Funds reported $66.5B of Eli Lilly stock for Q3 2016, up 0.8% quarter-over-quarter.
- 67 funds opened new Eli Lilly positions in Q3 2016 and 58 closed out, a net change of +9 holders.
- The largest Eli Lilly buyer in Q3 2016 was Balyasny Asset Management, an estimated $187M added.
- The largest Eli Lilly seller in Q3 2016 was Viking Global Investors, an estimated $263M sold.
Based on aggregated 13F filings for Q3 2016.