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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
JMPWA
151
JP Morgan Private Wealth Advisors
California
$36M -$856K -7,693 -2%
UH
152
Unigestion Holding
Switzerland
$34.9M +$26.1K +234 +0.1%
GIM
153
Goelzer Investment Management
Indiana
$34.8M -$66.8K -600 -0.2%
OPERF
154
Oregon Public Employees Retirement Fund
Oregon
$34.5M -$1.61M -14,491 -4%
BG
155
Bollard Group
Massachusetts
$34.2M +$91.8K +825 +0.3%
ASC
156
Atalanta Sosnoff Capital
New York
$33.8M -$25.7M -231,159 -43%
Connor, Clark & Lunn Investment Management (CC&L)
157
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$33.3M -$8.37M -75,159 -20%
NC
158
Nicholas Company
Wisconsin
$32.9M +$32.8M +294,375 New
TRSOTSOK
159
Teachers Retirement System of the State of Kentucky
Kentucky
$32.5M +$15.7M +141,000 +94%
American Century Companies
160
American Century Companies
Missouri
$32.2M -$20.3M -182,004 -39%
FAF
161
Första AP-fonden
Sweden
$32M +$3.52M +31,600 +12%
Macquarie Group
162
Macquarie Group
Australia
$31.9M -$1.73M -15,508 -5%
William Blair & Company
163
William Blair & Company
Illinois
$31.9M +$100K +899 +0.3%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$31.4M -$29.6K -266 -0.1%
PR
165
Payden & Rygel
California
$30.7M +$931K +8,360 +3%
CS
166
Candriam SCA
Luxembourg
$30.2M +$9.71M +87,250 +48%
KCM
167
Kornitzer Capital Management
Kansas
$30.1M -$582K -5,230 -2%
Envestnet Asset Management
168
Envestnet Asset Management
Illinois
$30.1M +$1.46M +13,110 +5%
AIG
169
American International Group
New York
$30M -$743K -6,674 -2%
Calamos Advisors
170
Calamos Advisors
Illinois
$30M -$1.53M -13,782 -5%
BAMF
171
BI Asset Management Fondsmaeglerselskab
Denmark
$29.9M +$4.43M +39,827 +18%
RA
172
Rovida Advisors
Florida
$28.2M -$4.87M -43,700 -15%
EAM
173
Eagle Asset Management
Florida
$28.1M +$26.1M +234,305 +1,392%
H
174
Hexavest
Quebec, Canada
$27.9M +$157K +1,411 +0.6%
WIC
175
Willis Investment Counsel
Georgia
$27.7M +$12.9M +116,090 +88%

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.