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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 %
KA
1076
Kovack Advisors
Florida
$507K -$31.3K -238 -6%
AAIM
1077
Asset Advisors Investment Management
Georgia
$506K – – –
CCM
1078
Carlson Capital Management
Minnesota
$506K +$3.41K +26 +0.7%
SWM
1079
SVA Wealth Management
Wisconsin
$502K -$2.76K -21 -0.5%
FMT
1080
First Mercantile Trust
Tennessee
$499K -$48.6K -370 -9%
RCM
1081
RB Capital Management
Nevada
$497K -$1.84K -14 -0.4%
MCM
1082
Monarch Capital Management
Indiana
$496K – – –
HBT
1083
Hills Bank & Trust
Iowa
$496K +$78.2K +595 +19%
CAG
1084
Csenge Advisory Group
Florida
$495K +$25.5K +194 +5%
NL
1085
NVWM LLC
Pennsylvania
$491K -$15.4K -117 -3%
KMWM
1086
Keudell/Morrison Wealth Management
Oregon
$490K – – –
BHTS
1087
Bar Harbor Trust Services
Maine
$490K +$490K +3,725 New
HCM
1088
Hodges Capital Management
Texas
$488K +$32.8K +250 +7%
Kovitz Investment Group Partners
1089
Kovitz Investment Group Partners
Illinois
$487K +$5.12K +39 +1%
CS
1090
Cannell & Spears
New York
$487K +$60.3K +459 +14%
CWA
1091
Carolina Wealth Advisors
South Carolina
$485K +$485K +3,691 New
UR
1092
USCA RIA
Texas
$484K – – –
NL
1093
NWAM LLC
Washington
$482K +$37.4K +284 +8%
WHG
1094
Westwood Holdings Group
Texas
$481K -$1.05K -8 -0.2%
TT
1095
TI-Trust
Illinois
$481K +$481K +3,660 New
CWM
1096
Confluence Wealth Management
Oregon
$480K – – –
KPW
1097
Kore Private Wealth
New York
$479K +$12.5K +95 +3%
DPI
1098
Diversified Portfolios Inc
Michigan
$479K +$27.6K +210 +6%
BWA
1099
Burt Wealth Advisors
Maryland
$477K -$6.57K -50 -1%
NSAM
1100
North Star Asset Management
Wisconsin
$476K – – –
42 43
44
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