LLY icon

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 %
TPWA
601
TRUE Private Wealth Advisors
Oregon
$1.99M -$263K -2,000 -12%
CHP
602
Cable Hill Partners
Oregon
$1.99M – – –
SIAG
603
Signet Investment Advisory Group
Rhode Island
$1.98M -$5.91K -45 -0.3%
CA
604
Clearstead Advisors
Ohio
$1.98M +$81.5K +620 +4%
TAM
605
Tocqueville Asset Management
New York
$1.98M +$486K +3,698 +33%
CIS
606
Connors Investor Services
Pennsylvania
$1.98M -$175K -1,335 -8%
F
607
Filament
Washington
$1.97M -$11.3K -86 -0.6%
ANRIA
608
American National Registered Investment Advisor
Texas
$1.97M -$657 -5 -0%
PT
609
Plimoth Trust
Massachusetts
$1.97M -$19.7K -150 -1%
SPC
610
Sigma Planning Corp
Michigan
$1.96M +$54.1K +412 +3%
NSIM
611
North Star Investment Management
Illinois
$1.96M -$8.15K -62 -0.4%
GCA
612
Gideon Capital Advisors
New York
$1.96M +$1.96M +14,906 New
ECM
613
Estabrook Capital Management
New York
$1.96M -$13.1K -100 -0.7%
HFM
614
Hartford Financial Management
Connecticut
$1.96M – – –
NNP
615
Nachman Norwood & Parrott
South Carolina
$1.96M +$78.9K +600 +4%
CWM
616
Centric Wealth Management
Illinois
$1.95M +$8.81K +67 +0.5%
BCM
617
Brooktree Capital Management
Michigan
$1.93M +$1.93M +14,679 New
AMIM
618
Aull & Monroe Investment Management
Alabama
$1.93M – – –
HIC
619
Harvey Investment Company
Kentucky
$1.93M – – –
APA
620
American Portfolios Advisors
New York
$1.9M -$17.3K -132 -0.9%
BO
621
Bank OZK
Arkansas
$1.9M +$101K +765 +6%
PWA
622
Providence Wealth Advisors
Illinois
$1.9M -$135K -1,032 -7%
WA
623
WBH Advisory
Maryland
$1.89M -$9.46K -72 -0.5%
WSTAM
624
Wilbanks Smith & Thomas Asset Management
Virginia
$1.88M +$1.18K +9 +0.1%
WFM
625
Wolff Financial Management
Michigan
$1.88M -$10.9K -83 -0.6%
23 24
25
26 27