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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 %
RMSCM
876
R.M. Sincerbeaux Capital Management
New York
$815K – – –
ED
877
Exane Derivatives
France
$815K -$108K -763 -12%
IP
878
Investment Partners
Ohio
$811K +$1.05K +8 +0.1%
IC
879
IEQ Capital
California
$811K +$811K +6,172 New
ATC
880
Adirondack Trust Company
New York
$809K -$69.8K -500 -8%
HTC
881
Haverford Trust Company
Pennsylvania
$806K +$166K +1,263 +26%
MSS
882
Mitchell Sinkler & Starr
Pennsylvania
$802K -$185K -1,410 -19%
W
883
Wealthquest
Ohio
$799K – – –
WP
884
WealthSource Partners
California
$796K -$60.5K -460 -7%
AMI
885
Amica Mutual Insurance
Rhode Island
$795K – – –
SAM
886
Silvercrest Asset Management
New York
$795K +$183K +1,392 +30%
OIA
887
Optimum Investment Advisors
Illinois
$783K -$13.1K -100 -2%
LK
888
Lumbard & Kellner
New Hampshire
$783K – – –
AW
889
ACG Wealth
Georgia
$780K -$52.6K -400 -6%
NG
890
NatWest Group
United Kingdom
$780K – – –
AWA
891
ARS Wealth Advisors
Florida
$780K +$16.7K +127 +2%
WS
892
Wedbush Securities
California
$779K -$9.33K -71 -1%
RMDI
893
R.M. Davis Inc
Maine
$779K – – –
AWM
894
Altium Wealth Management
New York
$778K -$189K -1,441 -20%
SFP
895
Shepherd Financial Partners
Massachusetts
$778K +$14.1K +107 +2%
HB
896
Horizon Bancorp
Indiana
$776K +$776K +5,902 New
FHC
897
First Heartland Consultants
Missouri
$775K -$10.4K -79 -1%
CFGS
898
Concourse Financial Group Securities
Alabama
$774K +$534K +4,057 +222%
GD
899
Grandfield & Dodd
New York
$771K +$11.8K +90 +2%
AF
900
Aldebaran Financial
$769K – – –
34 35
36
37 38