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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 %
AIC
1026
Ameritas Investment Company
Nebraska
$578K -$26K -198 -4%
MSAM
1027
Moloney Securities Asset Management
Missouri
$576K -$28.9K -220 -5%
BFEC
1028
Benjamin F. Edwards & Company
Missouri
$575K +$52.7K +401 +10%
BFM
1029
Boston Financial Management
Massachusetts
$574K -$28.4K -216 -5%
HP
1030
HT Partners
Connecticut
$574K – – –
GC
1031
Grimes & Company
Massachusetts
$574K +$3.81K +29 +0.7%
RG
1032
Rikoon Group
New Mexico
$573K +$263 +2 +0%
BP
1033
Ballentine Partners
Massachusetts
$570K +$9.72K +74 +2%
SG
1034
StoneX Group
New York
$568K +$8.28K +63 +1%
CFO
1035
CVA Family Office
Colorado
$566K +$566K +4,305 New
JWS
1036
Juncture Wealth Strategies
Arizona
$565K – – –
FNBTCON
1037
First National Bank & Trust Co of Newtown
Pennsylvania
$565K – – –
GDP
1038
Great Diamond Partners
Maine
$564K +$564K +4,294 New
SFG
1039
StrategIQ Financial Group
Indiana
$561K +$68.3K +519 +14%
VCM
1040
Vigilant Capital Management
Maine
$556K – – –
SW
1041
SlateStone Wealth
Florida
$555K +$555K +4,224 New
IMRF
1042
Illinois Municipal Retirement Fund
Illinois
$555K +$555K +4,225 New
WP
1043
WMS Partners
Maryland
$553K -$26.5K -202 -5%
PPCM
1044
Pillar Pacific Capital Management
California
$551K -$57.2K -435 -9%
SSWM
1045
Smith Salley Wealth Management
North Carolina
$551K +$28.9K +220 +6%
BCP
1046
Blackhawk Capital Partners
Wisconsin
$549K – – –
HC
1047
HNP Capital
New York
$549K – – –
HFM
1048
Harvest Fund Management
China
$548K -$9.08K -49 -2%
FBFS
1049
First Business Financial Services
Wisconsin
$548K +$548K +4,171 New
JGUA
1050
John G. Ullman & Associates
New York
$545K +$6.57K +50 +1%
40 41
42
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