Eli Lilly
1,765 hedge funds and large institutions have $122B invested in Eli Lilly in 2020 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 588 increasing their positions, 681 reducing their positions, and 83 closing their positions.
114% more first-time investments, than exits
New positions opened: 178 | Existing positions closed: 83
17% more capital invested
Capital invested by funds: $104B → $122B (+$17.7B)
5% more funds holding
Funds holding: 1,683 → 1,765 (+82)
3% more funds holding in top 10
Funds holding in top 10: 67 → 69 (+2)
0.86% less ownership
Funds ownership: 78.4% → 77.54% (-0.86%)
14% less repeat investments, than reductions
Existing positions increased: 588 | Existing positions reduced: 681
17% less call options, than puts
Call options by funds: $677M | Put options by funds: $811M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
+$364M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$317M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$300M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
+$222M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$197M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.39B |
| 2 |
Primecap Management
Pasadena,
California
|
-$354M |
| 3 |
Jennison Associates
New York
|
-$327M |
| 4 |
Lilly Endowment
Indiananapolis,
Indiana
|
-$263M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$245M |
LLY Hedge Fund Activity: Q2 2020 in Review
1,765 of the 4,889 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q2 2020, worth a combined $122B — up 17% from $104B a quarter earlier.
Buyers outnumbered sellers: 178 funds opened new LLY positions and 83 closed out — a net gain of 95 holders — while 588 added to existing stakes and 681 trimmed.
The largest buyer was Nuveen, adding an estimated $364M. The largest seller was Wellington Management Group, cutting an estimated $1.39B.
- 1,765 institutional investors held Eli Lilly (LLY) as of Q2 2020, up from 1,683 in Q1 2020.
- Funds reported $122B of Eli Lilly stock for Q2 2020, up 17% quarter-over-quarter.
- 178 funds opened new Eli Lilly positions in Q2 2020 and 83 closed out, a net change of +95 holders.
- The largest Eli Lilly buyer in Q2 2020 was Nuveen, an estimated $364M added.
- The largest Eli Lilly seller in Q2 2020 was Wellington Management Group, an estimated $1.39B sold.
Based on aggregated 13F filings for Q2 2020.