Eli Lilly
LLY
1,765 hedge funds and large institutions have $122B invested in Eli Lilly in 2020 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 588 increasing their positions, 682 reducing their positions, and 84 closing their positions.
111% more first-time investments, than exits
New positions opened: 177 | Existing positions closed: 84
17% more capital invested
Capital invested by funds: $104B → $122B (+$17.7B)
5% more funds holding
Funds holding: 1,685 → 1,765 (+80)
3% more funds holding in top 10
Funds holding in top 10: 67 → 69 (+2)
0.89% less ownership
Funds ownership: 78.54% → 77.65% (-0.89%)
14% less repeat investments, than reductions
Existing positions increased: 588 | Existing positions reduced: 682
17% less call options, than puts
Call options by funds: $672M | Put options by funds: $810M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$364M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$317M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$300M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
+$222M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$197M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.39B |
| 2 |
Primecap Management
Pasadena,
California
|
-$354M |
| 3 |
Jennison Associates
New York
|
-$327M |
| 4 |
Lilly Endowment
Indiananapolis,
Indiana
|
-$263M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$245M |
LLY Hedge Fund Activity: Q2 2020 in Review
1,765 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q2 2020, worth a combined $122B — up 17% from $104B a quarter earlier.
Buyers outnumbered sellers: 177 funds opened new LLY positions and 84 closed out — a net gain of 93 holders — while 588 added to existing stakes and 682 trimmed.
The largest buyer was Nuveen, adding an estimated $364M. The largest seller was Wellington Management Group, cutting an estimated $1.39B.
- 1,765 institutional investors held Eli Lilly (LLY) as of Q2 2020, up from 1,685 in Q1 2020.
- Funds reported $122B of Eli Lilly stock for Q2 2020, up 17% quarter-over-quarter.
- 177 funds opened new Eli Lilly positions in Q2 2020 and 84 closed out, a net change of +93 holders.
- The largest Eli Lilly buyer in Q2 2020 was Nuveen, an estimated $364M added.
- The largest Eli Lilly seller in Q2 2020 was Wellington Management Group, an estimated $1.39B sold.
Based on aggregated 13F filings for Q2 2020.