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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 %
CPSC
826
Carl P. Sherr & Co
Massachusetts
$981K +$981K +7,466 New
SPC
827
Stewart & Patten Company
California
$980K – – –
QCG
828
Quadrant Capital Group
Ohio
$979K +$150K +1,170 +18%
CCP
829
Clough Capital Partners
Massachusetts
$974K – – –
AFM
830
Andesa Financial Management
Pennsylvania
$974K +$6.69K +51 +0.7%
BCM
831
Boltwood Capital Management
California
$974K +$974K +7,410 New
VCM
832
Vision Capital Management
Oregon
$972K – – –
CP
833
Cumberland Partners
Ontario, Canada
$971K -$8.54K -65 -0.9%
IP
834
Intellectus Partners
California
$967K +$967K +7,354 New
MHIC
835
Marble Harbor Investment Counsel
Massachusetts
$965K – – –
VCAM
836
Van Cleef Asset Management
Ohio
$964K -$13K -99 -1%
KMC
837
Kirr Marbach & Co
Indiana
$959K +$26.3K +200 +3%
NAM
838
NorthCoast Asset Management
Connecticut
$958K -$28M -212,957 -97%
SFS
839
Sowell Financial Services
Arkansas
$957K -$13.3K -101 -1%
VIA
840
Vident Investment Advisory
Georgia
$955K -$91.8K -698 -9%
IBOK
841
Independence Bank of Kentucky
Kentucky
$954K +$309K +2,350 +48%
CCM
842
Compton Capital Management
Rhode Island
$953K +$670K +5,100 +237%
BSW
843
Buckingham Strategic Wealth
Missouri
$945K +$151K +1,151 +19%
WOC
844
West Oak Capital
California
$942K +$237K +1,805 +34%
NSB
845
Norway Savings Bank
Maine
$932K +$22.9K +174 +3%
EB
846
Eastern Bank
Massachusetts
$930K -$2.89K -22 -0.3%
ST
847
Sabal Trust
Florida
$923K -$64.7K -492 -7%
HI
848
Horizon Investments
North Carolina
$918K +$348K +2,651 +61%
BJL
849
Brighton Jones LLC
Washington
$915K +$15.2K +116 +2%
UBG
850
United Bank (Georgia)
Georgia
$915K +$340K +2,589 +59%
32 33
34
35 36