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Eli Lilly

1,250 hedge funds and large institutions have $70.7B invested in Eli Lilly in 2017 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 417 increasing their positions, 506 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 58

16% more capital invested

Capital invested by funds: $61.2B → $70.7B (+$9.54B)

3% more funds holding

Funds holding: 1,2131,250 (+37)

0.83% more ownership

Funds ownership: 75.35%76.19% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

15% less call options, than puts

Call options by funds: $557M | Put options by funds: $653M

18% less repeat investments, than reductions

Existing positions increased: 417 | Existing positions reduced: 506

Holders
1,250
Holders Change
+37
Holders Change %
+3.05%
% of All Funds
31.11%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.65%
New
108
Increased
417
Reduced
506
Closed
58
Calls
$557M
Puts
$653M
Net Calls
-$95.6M
Net Calls Change
-$636M
Name Holding Trade Value Shares
Change
Change in
Stake
GVT
1251
Genesee Valley Trust
New York
$380 -$20.1K -251 -5%
CT
1252
Chicago Trust
Illinois
$304 +$15.4K +192 +6%
SAM
1253
Sectoral Asset Management
Quebec, Canada
-$53.6M -729,117 Closed
SAM
1254
Senzar Asset Management
New York
-$40.3M -547,405 Closed
N
1255
Natixis
France
-$18.1M -245,857 Closed
Assenagon Asset Management
1256
Assenagon Asset Management
Luxembourg
-$15.9M -216,322 Closed
SM
1257
Sabby Management
Florida
-$15.7M -213,113 Closed
Simplex Trading
1258
Simplex Trading
Illinois
-$10.5M -131,715 Closed
BA
1259
Bridgewater Associates
Connecticut
-$8.78M -119,400 Closed
Two Sigma Investments
1260
Two Sigma Investments
New York
-$8.59M -116,791 Closed
HT
1261
HAP Trading
New York
-$6.13M -76,532 Closed
WIM
1262
Waverton Investment Management
United Kingdom
-$4.85M -65,885 Closed
Group One Trading
1263
Group One Trading
Illinois
-$5.1M -63,632 Closed
CIM
1264
Calvert Investment Management
Maryland
-$4.61M -62,670 Closed
SEC
1265
Seven Eight Capital
New York
-$3.89M -52,891 Closed
ST
1266
Spot Trading
Illinois
-$3.95M -49,324 Closed
LCM
1267
Laurion Capital Management
New York
-$3.6M -44,900 Closed
GEM
1268
Global Endowment Management
North Carolina
-$2.88M -39,130 Closed
CCI
1269
Columbus Circle Investors
-$2.82M -38,306 Closed
AF
1270
Ally Financial
Michigan
-$2.57M -35,000 Closed
Capital Fund Management (CFM)
1271
Capital Fund Management (CFM)
France
-$2.62M -32,681 Closed
CC
1272
Cipher Capital
New York
-$1.68M -22,874 Closed
SCM
1273
Stevens Capital Management
Pennsylvania
-$1.65M -22,488 Closed
BC
1274
Brookfield Corp
Ontario, Canada
-$1.53M -20,770 Closed
KPF
1275
K2 Principal Fund
Ontario, Canada
-$1.47M -20,000 Closed

LLY Hedge Fund Activity: Q1 2017 in Review

1,250 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q1 2017, worth a combined $70.7B — up 16% from $61.2B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new LLY positions and 58 closed out — a net gain of 50 holders — while 417 added to existing stakes and 506 trimmed.

The largest buyer was BlackRock, adding an estimated $4.8B. The largest seller was Franklin Resources, cutting an estimated $430M.

  • 1,250 institutional investors held Eli Lilly (LLY) as of Q1 2017, up from 1,213 in Q4 2016.
  • Funds reported $70.7B of Eli Lilly stock for Q1 2017, up 16% quarter-over-quarter.
  • 108 funds opened new Eli Lilly positions in Q1 2017 and 58 closed out, a net change of +50 holders.
  • The largest Eli Lilly buyer in Q1 2017 was BlackRock, an estimated $4.8B added.
  • The largest Eli Lilly seller in Q1 2017 was Franklin Resources, an estimated $430M sold.

Based on aggregated 13F filings for Q1 2017.