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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 %
AA
901
Ancora Advisors
Ohio
$769K – – –
PG
902
Pendal Group
Australia
$768K -$3.57M -27,126 -82%
EI
903
Ethic Inc
New York
$765K +$765K +5,818 New
BWP
904
BSW Wealth Partners
Colorado
$759K +$19.9K +151 +3%
1IA
905
1834 Investment Advisors
Wisconsin
$759K +$31.1K +237 +4%
BI
906
Bredin Investment
Delaware
$758K – – –
ONST
907
Old North State Trust
North Carolina
$752K -$12.9K -98 -2%
NFG
908
Next Financial Group
Texas
$749K -$168K -1,277 -18%
PL
909
Perpetual Ltd
Australia
$748K – – –
JIC
910
Joel Isaacson & Co
New York
$746K – – –
DLA
911
Douglas Lane & Associates
New York
$745K +$26.3K +200 +4%
BG
912
Berry Group
Massachusetts
$745K +$745K +5,670 New
PL
913
Parthenon LLC
Kentucky
$744K -$28.4K -216 -4%
LA
914
Lynch & Associates
Indiana
$744K – – –
DT
915
Diversified Trust
Tennessee
$743K +$743K +5,652 New
KA
916
KLCM Advisors
Wisconsin
$737K -$43.8K -333 -6%
PP
917
Patten & Patten
Tennessee
$735K – – –
ZIC
918
ZWJ Investment Counsel
Georgia
$734K +$41.1K +313 +6%
BBA
919
BLB&B Advisors
Pennsylvania
$730K -$26.3K -200 -3%
APP
920
Avantax Planning Partners
Iowa
$722K +$36K +274 +5%
LWAC
921
Laurel Wealth Advisors (California)
California
$721K -$766K -5,827 -52%
CS
922
Comerica Securities
Michigan
$720K +$12.5K +95 +2%
BRA
923
Bender Robert & Associates
California
$717K -$14.9K -113 -2%
CNB
924
Camden National Bank
Maine
$716K +$113K +856 +19%
KFS
925
Kurt F. Somerville
$715K -$6.57K -50 -0.9%
35 36
37
38 39