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Eli Lilly

1,525 hedge funds and large institutions have $83.2B invested in Eli Lilly in 2019 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 511 increasing their positions, 627 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 73

1% more funds holding

Funds holding: 1,5161,525 (+9)

0% less capital invested

Capital invested by funds: $83.2B → $83.2B (-$35.8M)

0.42% less ownership

Funds ownership: 77.55%77.13% (-0.42%)

5% less call options, than puts

Call options by funds: $457M | Put options by funds: $482M

19% less repeat investments, than reductions

Existing positions increased: 511 | Existing positions reduced: 627

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

Holders
1,525
Holders Change
+9
Holders Change %
+0.59%
% of All Funds
33.44%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.44%
New
93
Increased
511
Reduced
627
Closed
73
Calls
$457M
Puts
$482M
Net Calls
-$25.8M
Net Calls Change
+$74M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
1476
Truvestments Capital
Florida
$30K
GWAG
1477
Garrett Wealth Advisory Group
Texas
$29.2K +$29.1K +261 New
IF
1478
Ironwood Financial
Arizona
$29K
MCM
1479
MV Capital Management
Maryland
$27K +$5.79K +52 +27%
ETI
1480
Enterprise Trust & Investment
California
$27K +$27.2K +244 New
LGWM
1481
Litman Gregory Wealth Management
California
$25K -$22.3K -200 -47%
RIA
1482
RPG Investment Advisory
California
$25K -$18.3K -164 -43%
CAC
1483
Certified Advisory Corp
Florida
$25K +$4.57K +41 +22%
SWM
1484
Selective Wealth Management
Virginia
$25K +$25.3K +227 New
EI
1485
Ellevest Inc
New York
$24K +$2.23K +20 +10%
IFA
1486
Interactive Financial Advisors
Illinois
$23K
PRC
1487
Pearl River Capital
Michigan
$22K -$67.8K -609 -75%
AIM
1488
Arcadia Investment Management
Michigan
$22K
HWM
1489
Holloway Wealth Management
Florida
$22K
SIS
1490
Sound Income Strategies
Florida
$22K
EWA
1491
Evolution Wealth Advisors
Florida
$22K +$7.13K +64 +50%
POIA
1492
Pin Oak Investment Advisors
Texas
$21K -$4.12K -37 -17%
BL
1493
Balentine LLC
Georgia
$20K +$8.02K +72 +68%
SFM
1494
Systematic Financial Management
New Jersey
$18K -$1.02M -9,130 -98%
PG
1495
Proffitt & Goodson
Tennessee
$18K
RA
1496
Rational Advisors
New York
$17K -$127K -1,144 -89%
BAMG
1497
Brand Asset Management Group
Missouri
$17K
FPB
1498
First PREMIER Bank
South Dakota
$17K +$16.7K +150 New
CWM
1499
Cranbrook Wealth Management
Michigan
$16K
NC
1500
NewSquare Capital
Pennsylvania
$16K

LLY Hedge Fund Activity: Q3 2019 in Review

1,525 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q3 2019, worth a combined $83.2B — down 0.04% from $83.2B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new LLY positions and 73 closed out — a net gain of 20 holders — while 511 added to existing stakes and 627 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $874M. The largest seller was T. Rowe Price Associates, cutting an estimated $417M.

  • 1,525 institutional investors held Eli Lilly (LLY) as of Q3 2019, up from 1,516 in Q2 2019.
  • Funds reported $83.2B of Eli Lilly stock for Q3 2019, down 0.04% quarter-over-quarter.
  • 93 funds opened new Eli Lilly positions in Q3 2019 and 73 closed out, a net change of +20 holders.
  • The largest Eli Lilly buyer in Q3 2019 was Wellington Management Group, an estimated $874M added.
  • The largest Eli Lilly seller in Q3 2019 was T. Rowe Price Associates, an estimated $417M sold.

Based on aggregated 13F filings for Q3 2019.