Eli Lilly
1,212 hedge funds and large institutions have $61.2B invested in Eli Lilly in 2016 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 425 increasing their positions, 442 reducing their positions, and 100 closing their positions.
58% more call options, than puts
Call options by funds: $1.47B | Put options by funds: $927M
54% more first-time investments, than exits
New positions opened: 154 | Existing positions closed: 100
3% more funds holding
Funds holding: 1,176 → 1,212 (+36)
0.37% less ownership
Funds ownership: 75.72% → 75.35% (-0.37%)
4% less repeat investments, than reductions
Existing positions increased: 425 | Existing positions reduced: 442
8% less capital invested
Capital invested by funds: $66.5B → $61.2B (-$5.36B)
28% less funds holding in top 10
Funds holding in top 10: 36 → 26 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$868M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$305M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$161M |
| 4 |
State Street
Boston,
Massachusetts
|
+$145M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$489M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$457M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$408M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$387M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$251M |
LLY Hedge Fund Activity: Q4 2016 in Review
1,212 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q4 2016, worth a combined $61.2B — down 8.1% from $66.5B a quarter earlier.
Buyers outnumbered sellers: 154 funds opened new LLY positions and 100 closed out — a net gain of 54 holders — while 425 added to existing stakes and 442 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $868M. The largest seller was Viking Global Investors, exiting entirely with an estimated $489M sold.
- 1,212 institutional investors held Eli Lilly (LLY) as of Q4 2016, up from 1,176 in Q3 2016.
- Funds reported $61.2B of Eli Lilly stock for Q4 2016, down 8.1% quarter-over-quarter.
- 154 funds opened new Eli Lilly positions in Q4 2016 and 100 closed out, a net change of +54 holders.
- The largest Eli Lilly buyer in Q4 2016 was Wellington Management Group, an estimated $868M added.
- The largest Eli Lilly seller in Q4 2016 was Viking Global Investors, an estimated $489M sold.
Based on aggregated 13F filings for Q4 2016.