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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
M&T Bank
176
M&T Bank
New York
$27.5M -$446K -4,007 -2%
CTB
177
Country Trust Bank
Illinois
$27.4M +$4.66M +41,817 +21%
SGAM
178
Smith Group Asset Management
Texas
$27.4M -$756K -6,790 -3%
FAF
179
Fjarde Ap-fonden
Sweden
$26.7M -$942K -8,463 -3%
Federated Hermes
180
Federated Hermes
Pennsylvania
$26.4M -$9.99M -89,708 -28%
DnB Asset Management
181
DnB Asset Management
Norway
$26.3M +$989K +8,882 +4%
RHBC
182
R.H. Bluestein & Co
Michigan
$26.2M +$435K +3,909 +2%
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$26.1M +$854K +7,673 +3%
Commonwealth Equity Services
184
Commonwealth Equity Services
Massachusetts
$25.9M +$26.8K +241 +0.1%
MIM
185
MetLife Investment Management
New Jersey
$25.9M -$775K -6,961 -3%
UIM
186
USS Investment Management
United Kingdom
$25.8M
OAM
187
Oppenheimer Asset Management
New York
$25.7M -$824K -7,398 -3%
PP
188
Palladium Partners
Virginia
$24.8M +$7.8M +70,088 +43%
NAM
189
NorthCoast Asset Management
Connecticut
$24.7M -$296K -2,657 -1%
BCIM
190
British Columbia Investment Management
British Columbia, Canada
$24.4M -$4.69M -42,141 -16%
Nomura Asset Management
191
Nomura Asset Management
Japan
$24.3M +$2.09M +18,773 +9%
DILIC
192
Dai-ichi Life Insurance Company
Japan
$24.2M +$2.34M +21,057 +11%
RCM
193
RNC Capital Management
California
$24M -$796K -7,147 -3%
MA
194
MUFG Americas
New York
$23.6M +$738K +6,631 +3%
GIBU
195
Gulf International Bank (UK)
United Kingdom
$23.4M -$582K -5,229 -2%
SOMRS
196
State of Michigan Retirement System
Michigan
$22.8M -$289K -2,600 -1%
CK
197
Cohen Klingenstein
New York
$22.7M +$1.11M +10,000 +5%
Newport Trust Company
198
Newport Trust Company
District of Columbia
$22.6M -$3.41M -30,619 -13%
Fidelity International
199
Fidelity International
Bermuda
$22.3M -$9.62M -86,386 -30%
Zurich Cantonal Bank
200
Zurich Cantonal Bank
Switzerland
$22.2M +$717K +6,437 +3%

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.