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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 %
AFC
801
AFT Forsyth & Company
Florida
$1.04M – – –
ClearBridge Investments
802
ClearBridge Investments
New York
$1.04M – – –
MIAS
803
Mason Investment Advisory Services
Virginia
$1.04M – – –
CC
804
ClearArc Capital
Ohio
$1.04M -$491K -3,733 -32%
KLCM
805
KG&L Capital Management
Louisiana
$1.04M +$230K +1,753 +29%
CAM
806
Carret Asset Management
New York
$1.03M – – –
TAM
807
Tradition Asset Management
Virginia
$1.03M – – –
M
808
Mirova
France
$1.03M +$702K +5,341 +215%
AC
809
Abbrea Capital
California
$1.03M -$5.91K -45 -0.6%
WGA
810
Weather Gauge Advisory
Virginia
$1.03M +$131 +1 +0%
TFCM
811
Taylor Frigon Capital Management
Arizona
$1.02M -$17K -129 -2%
ACS
812
Archford Capital Strategies
Illinois
$1.02M – – –
SCP
813
Seizert Capital Partners
Michigan
$1.02M -$114K -870 -10%
WSCM
814
Wellington Shields Capital Management
New York
$1.02M -$52.6K -400 -5%
HWMG
815
Hurlow Wealth Management Group
Indiana
$1.01M -$704 -5 -0.1%
TFS
816
Thoroughbred Financial Services
Tennessee
$1.01M -$8.54K -65 -0.8%
PGIM
817
Pacific Global Investment Management
California
$1.01M -$263 -2 -0%
PTC
818
Philadelphia Trust Company
Pennsylvania
$1M -$158K -1,200 -14%
MBT
819
Montecito Bank & Trust
California
$994K -$141K -1,074 -12%
DBIA
820
Dumont & Blake Investment Advisors
New Jersey
$992K – – –
RC
821
Roundview Capital
New Jersey
$992K +$306K +2,330 +45%
VNA
822
Valley National Advisers
Pennsylvania
$991K -$5.13K -39 -0.5%
BCA
823
Bray Capital Advisors
Florida
$986K – – –
SBA
824
Secrest Blakey & Associates
North Carolina
$986K – – –
IFS
825
Ifrah Financial Services
Arkansas
$984K -$12.5K -95 -1%
31 32
33
34 35