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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
QCIG
1501
Quad-Cities Investment Group
Iowa
$16K
ME
1502
McIlrath & Eck
Washington
$15K
PFGIA
1503
Patriot Financial Group Insurance Agency
Massachusetts
$14K
BWM
1504
Baystate Wealth Management
Massachusetts
$13K +$7.24K +65 +133%
AIC
1505
Archer Investment Corporation
Indiana
$12K
TFS
1506
TrustCore Financial Services
Tennessee
$12K +$4.12K +37 +51%
FGAM
1507
Financial Gravity Asset Management
Texas
$12K +$5.79K +52 +95%
FIB
1508
First Interstate Bank
Montana
$11K -$124K -1,111 -92%
QAM
1509
QCI Asset Management
New York
$11K -$7.57K -68 -40%
LD
1510
Lipe & Dalton
New York
$11K -$1.11K -10 -9%
PC
1511
Permanens Capital
New York
$11K
WC
1512
Weil Company
California
$10K +$9.46K +85 New
WAS
1513
Winch Advisory Services
Wisconsin
$9K -$9.69K -87 -51%
AS
1514
Altshuler Shaham
Israel
$9K -$223 -2 -2%
RWML
1515
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$8.28K +$8.24K +74 New
LB
1516
Legacy Bridge
Iowa
$7K
AMCA
1517
Arthur M. Cohen & Associates
Illinois
$5.39K +$146K +1,307 +3%
MIM
1518
Macroview Investment Management
Maryland
$5K
SQA
1519
Simon Quick Advisors
New Jersey
$4K -$10.8K -97 -72%
SWP
1520
Strategic Wealth Partners
Ohio
$3.17K
WCM
1521
Whitener Capital Management
North Carolina
$3K +$3.45K +31 New
UB
1522
UMB Bank
Missouri
$2.92K -$1.23M -11,021 -30%
FCH
1523
Freestone Capital Holdings
Washington
$2.5K -$1.34K -12 -0.1%
TFA
1524
Transamerica Financial Advisors
Florida
$2K -$689K -6,191 -100%
BWL
1525
Bogart Wealth LLC
Virginia
$1K

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.