Eli Lilly
1,229 hedge funds and large institutions have $72.7B invested in Eli Lilly in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 406 increasing their positions, 485 reducing their positions, and 73 closing their positions.
5% more capital invested
Capital invested by funds: $69.4B → $72.7B (+$3.32B)
0.81% more ownership
Funds ownership: 76.43% → 77.25% (+0.81%)
8% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 73
1% less funds holding
Funds holding: 1,247 → 1,229 (-18)
13% less funds holding in top 10
Funds holding in top 10: 24 → 21 (-3)
16% less repeat investments, than reductions
Existing positions increased: 406 | Existing positions reduced: 485
25% less call options, than puts
Call options by funds: $370M | Put options by funds: $493M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$1.15B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$263M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$234M |
| 4 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$124M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$190M |
| 2 |
Renaissance Technologies
New York
|
-$135M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
-$118M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$103M |
| 5 |
D.E. Shaw & Co
New York
|
-$81.2M |
LLY Hedge Fund Activity: Q3 2017 in Review
1,229 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q3 2017, worth a combined $72.7B — up 4.8% from $69.4B a quarter earlier.
Sellers outnumbered buyers: 73 funds closed out of LLY and 67 opened new positions — a net loss of 6 holders — while 485 trimmed existing stakes and 406 added.
The largest buyer was Dodge & Cox, adding an estimated $1.15B. The largest seller was Bank of New York Mellon, cutting an estimated $190M.
- 1,229 institutional investors held Eli Lilly (LLY) as of Q3 2017, down from 1,247 in Q2 2017.
- Funds reported $72.7B of Eli Lilly stock for Q3 2017, up 4.8% quarter-over-quarter.
- 67 funds opened new Eli Lilly positions in Q3 2017 and 73 closed out, a net change of -6 holders.
- The largest Eli Lilly buyer in Q3 2017 was Dodge & Cox, an estimated $1.15B added.
- The largest Eli Lilly seller in Q3 2017 was Bank of New York Mellon, an estimated $190M sold.
Based on aggregated 13F filings for Q3 2017.