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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 %
LNC
1001
Lincoln National Corp
Pennsylvania
$612K +$15K +114 +3%
SMM
1002
Stadion Money Management
Georgia
$611K -$234K -1,781 -28%
SFC
1003
SYM Financial Corp
Indiana
$610K -$125K -949 -17%
MBTD
1004
Mechanics Bank - Trust Department
California
$607K – – –
FMTC
1005
Farmers & Merchants Trust Company
California
$607K +$26.3K +200 +5%
CCM
1006
Coldstream Capital Management
Washington
$606K -$5.78K -44 -0.9%
DWA
1007
Douglass Winthrop Advisors
New York
$605K -$23.6K -180 -4%
CS
1008
Capital Square
Tennessee
$605K +$605K +4,608 New
SMC
1009
Smith, Moore & Co
Missouri
$604K +$159K +1,207 +36%
IEFM
1010
IQ EQ Fund Management
Ireland
$603K -$119K -903 -16%
WPW
1011
Waldron Private Wealth
Pennsylvania
$603K +$10.9K +83 +2%
HR
1012
Howe & Rusling
New York
$601K – – –
TMAM
1013
Tokio Marine Asset Management
Japan
$601K +$37.5K +285 +7%
HCM
1014
Howland Capital Management
Massachusetts
$591K -$15.1K -115 -2%
BMC
1015
Beaton Management Company
Massachusetts
$591K – – –
OIA
1016
OneDigital Investment Advisors
Kansas
$591K +$126K +961 +27%
CCG
1017
Chatham Capital Group
Georgia
$590K – – –
OCG
1018
Opus Capital Group
Ohio
$589K +$191K +1,456 +48%
LSPW
1019
Lake Street Private Wealth
Illinois
$588K +$25.5K +194 +5%
BRM
1020
Boston Research & Management
Massachusetts
$587K – – –
CWM
1021
Cedar Wealth Management
California
$585K -$90.6K -689 -13%
HIM
1022
Hillsdale Investment Management
Ontario, Canada
$585K – – –
CPA
1023
Clear Perspective Advisors
Illinois
$583K – – –
WI
1024
Wintrust Investments
Illinois
$581K -$11.2K -85 -2%
BPA
1025
Beacon Pointe Advisors
California
$578K -$30.5K -231 -5%
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