Eli Lilly
1,180 hedge funds and large institutions have $66B invested in Eli Lilly in 2016 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 436 increasing their positions, 428 reducing their positions, and 58 closing their positions.
67% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 58
50% more funds holding in top 10
Funds holding in top 10: 24 → 36 (+12)
27% more call options, than puts
Call options by funds: $818M | Put options by funds: $643M
10% more capital invested
Capital invested by funds: $60B → $66B (+$5.91B)
2% more funds holding
Funds holding: 1,152 → 1,180 (+28)
2% more repeat investments, than reductions
Existing positions increased: 436 | Existing positions reduced: 428
0.43% more ownership
Funds ownership: 75.46% → 75.89% (+0.43%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$299M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$174M |
| 3 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$130M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$104M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$203M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$180M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$99.7M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$94.5M |
| 5 |
Lilly Endowment
Indiananapolis,
Indiana
|
-$90.7M |
LLY Hedge Fund Activity: Q2 2016 in Review
1,180 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q2 2016, worth a combined $66B — up 9.8% from $60B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new LLY positions and 58 closed out — a net gain of 39 holders — while 436 added to existing stakes and 428 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $299M. The largest seller was Fidelity Investments, cutting an estimated $203M.
- 1,180 institutional investors held Eli Lilly (LLY) as of Q2 2016, up from 1,152 in Q1 2016.
- Funds reported $66B of Eli Lilly stock for Q2 2016, up 9.8% quarter-over-quarter.
- 97 funds opened new Eli Lilly positions in Q2 2016 and 58 closed out, a net change of +39 holders.
- The largest Eli Lilly buyer in Q2 2016 was Goldman Sachs, an estimated $299M added.
- The largest Eli Lilly seller in Q2 2016 was Fidelity Investments, an estimated $203M sold.
Based on aggregated 13F filings for Q2 2016.