Eli Lilly
1,561 hedge funds and large institutions have $95.6B invested in Eli Lilly in 2018 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 453 increasing their positions, 596 reducing their positions, and 86 closing their positions.
167% more first-time investments, than exits
New positions opened: 230 | Existing positions closed: 86
72% more funds holding in top 10
Funds holding in top 10: 36 → 62 (+26)
9% more funds holding
Funds holding: 1,431 → 1,561 (+130)
8% more capital invested
Capital invested by funds: $88.7B → $95.6B (+$6.84B)
0.98% more ownership
Funds ownership: 77.05% → 78.03% (+0.98%)
7% less call options, than puts
Call options by funds: $739M | Put options by funds: $797M
24% less repeat investments, than reductions
Existing positions increased: 453 | Existing positions reduced: 596
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.59B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$697M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$419M |
| 4 |
BlackRock
New York
|
+$227M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$178M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$1.17B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$814M |
| 3 |
Dodge & Cox
San Francisco,
California
|
-$803M |
| 4 |
Primecap Management
Pasadena,
California
|
-$468M |
| 5 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$180M |
LLY Hedge Fund Activity: Q4 2018 in Review
1,561 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q4 2018, worth a combined $95.6B — up 7.7% from $88.7B a quarter earlier.
Buyers outnumbered sellers: 230 funds opened new LLY positions and 86 closed out — a net gain of 144 holders — while 453 added to existing stakes and 596 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.59B. The largest seller was Franklin Resources, cutting an estimated $1.17B.
- 1,561 institutional investors held Eli Lilly (LLY) as of Q4 2018, up from 1,431 in Q3 2018.
- Funds reported $95.6B of Eli Lilly stock for Q4 2018, up 7.7% quarter-over-quarter.
- 230 funds opened new Eli Lilly positions in Q4 2018 and 86 closed out, a net change of +144 holders.
- The largest Eli Lilly buyer in Q4 2018 was T. Rowe Price Associates, an estimated $1.59B added.
- The largest Eli Lilly seller in Q4 2018 was Franklin Resources, an estimated $1.17B sold.
Based on aggregated 13F filings for Q4 2018.