Eli Lilly
1,673 hedge funds and large institutions have $98.1B invested in Eli Lilly in 2019 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 521 increasing their positions, 585 reducing their positions, and 66 closing their positions.
265% more first-time investments, than exits
New positions opened: 241 | Existing positions closed: 66
90% more funds holding in top 10
Funds holding in top 10: 20 → 38 (+18)
18% more capital invested
Capital invested by funds: $83.2B → $98.1B (+$14.9B)
10% more funds holding
Funds holding: 1,525 → 1,673 (+148)
0.56% more ownership
Funds ownership: 77.13% → 77.7% (+0.56%)
11% less repeat investments, than reductions
Existing positions increased: 521 | Existing positions reduced: 585
19% less call options, than puts
Call options by funds: $605M | Put options by funds: $751M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$543M |
| 2 |
Jennison Associates
New York
|
+$366M |
| 3 |
JP Morgan Chase
New York
|
+$358M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$106M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$103M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$318M |
| 2 |
Lilly Endowment
Indiananapolis,
Indiana
|
-$236M |
| 3 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
-$154M |
| 4 |
Ninety One (UK)
London,
United Kingdom
|
-$154M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$134M |
LLY Hedge Fund Activity: Q4 2019 in Review
1,673 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q4 2019, worth a combined $98.1B — up 18% from $83.2B a quarter earlier.
Buyers outnumbered sellers: 241 funds opened new LLY positions and 66 closed out — a net gain of 175 holders — while 521 added to existing stakes and 585 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $543M. The largest seller was Nuveen, cutting an estimated $318M.
- 1,673 institutional investors held Eli Lilly (LLY) as of Q4 2019, up from 1,525 in Q3 2019.
- Funds reported $98.1B of Eli Lilly stock for Q4 2019, up 18% quarter-over-quarter.
- 241 funds opened new Eli Lilly positions in Q4 2019 and 66 closed out, a net change of +175 holders.
- The largest Eli Lilly buyer in Q4 2019 was Wellington Management Group, an estimated $543M added.
- The largest Eli Lilly seller in Q4 2019 was Nuveen, an estimated $318M sold.
Based on aggregated 13F filings for Q4 2019.