Eli Lilly
1,373 hedge funds and large institutions have $71.9B invested in Eli Lilly in 2017 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 454 increasing their positions, 469 reducing their positions, and 47 closing their positions.
338% more first-time investments, than exits
New positions opened: 206 | Existing positions closed: 47
12% more funds holding
Funds holding: 1,228 → 1,373 (+145)
10% more funds holding in top 10
Funds holding in top 10: 21 → 23 (+2)
0.19% more ownership
Funds ownership: 77.25% → 77.43% (+0.19%)
1% less capital invested
Capital invested by funds: $72.7B → $71.9B (-$737M)
2% less call options, than puts
Call options by funds: $521M | Put options by funds: $532M
3% less repeat investments, than reductions
Existing positions increased: 454 | Existing positions reduced: 469
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$418M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$182M |
| 3 |
Ninety One (UK)
London,
United Kingdom
|
+$165M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$120M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$87.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$364M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$327M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$146M |
| 4 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$142M |
| 5 |
JP Morgan Chase
New York
|
-$127M |
LLY Hedge Fund Activity: Q4 2017 in Review
1,373 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q4 2017, worth a combined $71.9B — down 1% from $72.7B a quarter earlier.
Buyers outnumbered sellers: 206 funds opened new LLY positions and 47 closed out — a net gain of 159 holders — while 454 added to existing stakes and 469 trimmed.
The largest buyer was Capital International Investors, adding an estimated $418M. The largest seller was Wellington Management Group, cutting an estimated $364M.
- 1,373 institutional investors held Eli Lilly (LLY) as of Q4 2017, up from 1,228 in Q3 2017.
- Funds reported $71.9B of Eli Lilly stock for Q4 2017, down 1% quarter-over-quarter.
- 206 funds opened new Eli Lilly positions in Q4 2017 and 47 closed out, a net change of +159 holders.
- The largest Eli Lilly buyer in Q4 2017 was Capital International Investors, an estimated $418M added.
- The largest Eli Lilly seller in Q4 2017 was Wellington Management Group, an estimated $364M sold.
Based on aggregated 13F filings for Q4 2017.