Eli Lilly
1,432 hedge funds and large institutions have $88.7B invested in Eli Lilly in 2018 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 425 increasing their positions, 541 reducing their positions, and 71 closing their positions.
107% more first-time investments, than exits
New positions opened: 147 | Existing positions closed: 71
57% more funds holding in top 10
Funds holding in top 10: 23 → 36 (+13)
25% more capital invested
Capital invested by funds: $71.2B → $88.7B (+$17.6B)
5% more funds holding
Funds holding: 1,369 → 1,432 (+63)
0.14% more ownership
Funds ownership: 76.93% → 77.08% (+0.14%)
20% less call options, than puts
Call options by funds: $703M | Put options by funds: $880M
21% less repeat investments, than reductions
Existing positions increased: 425 | Existing positions reduced: 541
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$625M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$280M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
+$164M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$123M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$95.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$586M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$433M |
| 3 |
Lilly Endowment
Indiananapolis,
Indiana
|
-$265M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$255M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$165M |
LLY Hedge Fund Activity: Q3 2018 in Review
1,432 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q3 2018, worth a combined $88.7B — up 25% from $71.2B a quarter earlier.
Buyers outnumbered sellers: 147 funds opened new LLY positions and 71 closed out — a net gain of 76 holders — while 425 added to existing stakes and 541 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $625M. The largest seller was Franklin Resources, cutting an estimated $586M.
- 1,432 institutional investors held Eli Lilly (LLY) as of Q3 2018, up from 1,369 in Q2 2018.
- Funds reported $88.7B of Eli Lilly stock for Q3 2018, up 25% quarter-over-quarter.
- 147 funds opened new Eli Lilly positions in Q3 2018 and 71 closed out, a net change of +76 holders.
- The largest Eli Lilly buyer in Q3 2018 was Fidelity Investments, an estimated $625M added.
- The largest Eli Lilly seller in Q3 2018 was Franklin Resources, an estimated $586M sold.
Based on aggregated 13F filings for Q3 2018.