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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 %
PAS
976
Park Avenue Securities
New York
$640K +$15.4K +117 +2%
BIC
977
Beach Investment Counsel
Pennsylvania
$639K – – –
WWM
978
Western Wealth Management
Colorado
$637K -$69.4K -528 -10%
SCM
979
Salem Capital Management
Massachusetts
$637K – – –
VC
980
Veracity Capital
Georgia
$637K +$637K +4,846 New
FMLI
981
Fukoku Mutual Life Insurance
Japan
$636K +$78.8K +600 +14%
FNFDCM
982
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$635K – – –
AP
983
Appleton Partners
Massachusetts
$632K -$68.1K -518 -10%
HFS
984
Howard Financial Services
Texas
$632K – – –
SG Americas Securities
985
SG Americas Securities
New York
$631K -$19.4M -147,371 -97%
PIP
986
Peachtree Investment Partners
Florida
$631K -$209K -1,589 -25%
IWC
987
Integrated Wealth Concepts
Massachusetts
$629K +$89.4K +681 +17%
GHAM
988
Gilman Hill Asset Management
Connecticut
$624K -$16.4K -125 -3%
LNB
989
Ledyard National Bank
$624K – – –
FWP
990
FAS Wealth Partners
Kansas
$624K +$14.6K +111 +2%
Loomis, Sayles & Company
991
Loomis, Sayles & Company
Massachusetts
$623K -$857K -6,514 -58%
SB
992
Simmons Bank
Arkansas
$623K +$7.23K +55 +1%
9WM
993
9258 Wealth Management
Ohio
$622K +$622K +4,734 New
DWM
994
Doyle Wealth Management
Florida
$621K +$17.6K +134 +3%
GCA
995
Guardian Capital Advisors
Ontario, Canada
$619K -$7.03K -50 -1%
NP
996
NorthRock Partners
Minnesota
$619K +$619K +4,710 New
DIM
997
DC Investments Management
Virginia
$616K +$10.2K +78 +2%
LWCFA
998
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$614K -$12.6K -96 -2%
BMA
999
Brooks Moore & Associates
Tennessee
$614K – – –
CT
1000
Chicago Trust
Illinois
$612K – – –
38 39
40
41 42