Eli Lilly
1,684 hedge funds and large institutions have $104B invested in Eli Lilly in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 555 increasing their positions, 672 reducing their positions, and 92 closing their positions.
76% more funds holding in top 10
Funds holding in top 10: 38 → 67 (+29)
38% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 92
6% more capital invested
Capital invested by funds: $98.1B → $104B (+$6.12B)
0.84% more ownership
Funds ownership: 77.7% → 78.54% (+0.84%)
1% more funds holding
Funds holding: 1,672 → 1,684 (+12)
4% less call options, than puts
Call options by funds: $641M | Put options by funds: $669M
17% less repeat investments, than reductions
Existing positions increased: 555 | Existing positions reduced: 672
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.9B |
| 2 |
Jennison Associates
New York
|
+$780M |
| 3 |
BlackRock
New York
|
+$470M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$415M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$323M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.14B |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$1.07B |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$451M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$215M |
| 5 |
Lilly Endowment
Indiananapolis,
Indiana
|
-$177M |
LLY Hedge Fund Activity: Q1 2020 in Review
1,684 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q1 2020, worth a combined $104B — up 6.2% from $98.1B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new LLY positions and 92 closed out — a net gain of 35 holders — while 555 added to existing stakes and 672 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.9B. The largest seller was Wellington Management Group, cutting an estimated $1.14B.
- 1,684 institutional investors held Eli Lilly (LLY) as of Q1 2020, up from 1,672 in Q4 2019.
- Funds reported $104B of Eli Lilly stock for Q1 2020, up 6.2% quarter-over-quarter.
- 127 funds opened new Eli Lilly positions in Q1 2020 and 92 closed out, a net change of +35 holders.
- The largest Eli Lilly buyer in Q1 2020 was Fidelity Investments, an estimated $1.9B added.
- The largest Eli Lilly seller in Q1 2020 was Wellington Management Group, an estimated $1.14B sold.
Based on aggregated 13F filings for Q1 2020.