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Eli Lilly
LLY

Overview Fund Activity

1,667 hedge funds and large institutions have $98B invested in Eli Lilly in 2019 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 521 increasing their positions, 583 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,667
Holders Change
+146
Holders Change %
+9.6%
% of All Funds
32.92%
Holding in Top 10
38
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+90%
% of All Funds
0.75%
New
239
Increased
521
Reduced
583
Closed
66
Calls
$605M
Puts
$751M
Net Calls
-$146M
Net Calls Change
-$120M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$616M
2
Jennison Associates
Jennison Associates
New York
+$415M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$406M
4
Capital International Investors
Capital International Investors
California
+$120M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$117M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$360M
2
Lilly Endowment
Lilly Endowment
Indiana
-$268M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$174M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$174M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNT
401
First National Trust
Pennsylvania
$5.04M -$169K -1,289 -3%
MHC
402
Meyer Handelman Company
New York
$5M – – –
AP
403
Advisor Partners
California
$5M +$575K +4,078 +13%
Ninety One (UK)
404
Ninety One (UK)
United Kingdom
$4.94M -$174M -1,324,282 -97%
Luther King Capital Management (LKCM)
405
Luther King Capital Management (LKCM)
Texas
$4.88M +$137K +1,045 +3%
SW
406
SkyOak Wealth
Michigan
$4.88M +$4.88M +37,105 New
FDCDDQ
407
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.84M +$23.6K +180 +0.5%
ACM
408
Argyle Capital Management
Pennsylvania
$4.83M -$65.7K -500 -1%
SIC
409
Salem Investment Counselors
North Carolina
$4.76M +$36.8K +280 +0.8%
JIR
410
James Investment Research
Ohio
$4.72M – – –
CHC
411
City Holding Co
West Virginia
$4.71M +$48.5K +369 +1%
BF
412
BOK Financial
Oklahoma
$4.68M -$971K -7,388 -17%
GFPC
413
Global Financial Private Capital
Florida
$4.67M -$18.7K -142 -0.4%
Wealthfront Advisers
414
Wealthfront Advisers
California
$4.67M -$849K -6,462 -15%
Rafferty Asset Management
415
Rafferty Asset Management
New York
$4.67M +$3.42M +25,983 +272%
SI
416
Stephens Inc
Arkansas
$4.66M -$913K -6,950 -16%
WSFS
417
Wilmington Savings Fund Society
Delaware
$4.62M -$20.4K -155 -0.4%
MML Investors Services
418
MML Investors Services
Massachusetts
$4.62M +$799K +6,078 +21%
FWCM
419
Ferguson Wellman Capital Management
Oregon
$4.56M -$304K -2,316 -6%
OAM
420
Optimal Asset Management
California
$4.55M +$4.55M +34,585 New
MA
421
Montag & Associates
Georgia
$4.54M -$197K -1,500 -4%
NFC
422
Northeast Financial Consultants
Connecticut
$4.52M – – –
SC
423
Scotia Capital
Ontario, Canada
$4.52M -$236K -1,797 -5%
CCA
424
Column Capital Advisors
Indiana
$4.49M +$4.49M +34,172 New
FMWA
425
Forvis Mazars Wealth Advisors
Missouri
$4.47M +$69.8K +531 +2%
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