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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 %
PCG
1101
Private Capital Group
Connecticut
$475K +$120K +916 +34%
3C
1102
361 Capital
Colorado
$474K -$36.6K -278 -7%
WC
1103
Woodstock Corp
Massachusetts
$473K – – –
CPIG
1104
Chicago Partners Investment Group
Illinois
$471K +$40.6K +287 +9%
TW
1105
Towerpoint Wealth
California
$470K – – –
BWM
1106
Buckley Wealth Management
Nevada
$467K – – –
NQWM
1107
Northwest Quadrant Wealth Management
Oregon
$467K +$1.97K +15 +0.4%
FCBT
1108
First Citizens Bank & Trust
North Carolina
$464K +$6.3K +48 +1%
SFO
1109
Stokes Family Office
Louisiana
$464K +$464K +3,529 New
CIA
1110
CSat Investment Advisory
Michigan
$462K +$190K +1,447 +70%
FWM
1111
Frontier Wealth Management
Missouri
$460K -$48.5K -369 -10%
KFP
1112
KMG Fiduciary Partners
Ohio
$460K -$26.3K -200 -5%
AF
1113
Arrow Financial
New York
$458K -$244K -1,860 -35%
MJP
1114
Michael J. Puzo
$458K – – –
DP
1115
Dearborn Partners
Illinois
$458K – – –
SIM
1116
Sonora Investment Management
Arizona
$458K – – –
TI
1117
Tidal Investments
Wisconsin
$458K +$190K +1,445 +71%
EP
1118
Eudaimonia Partners
Tennessee
$455K +$455K +3,463 New
PBO
1119
Peoples Bank (Ohio)
Ohio
$453K -$13.3K -101 -3%
JGIA
1120
Jackson Grant Investment Advisers
Connecticut
$453K -$3.29K -25 -0.7%
CWP
1121
CFM Wealth Partners
Texas
$453K +$453K +3,206 New
FHA
1122
Flagship Harbor Advisors
Massachusetts
$452K -$14.7K -112 -3%
BFIC
1123
Bedell Frazier Investment Counselling
California
$450K – – –
MA
1124
MCF Advisors
Kentucky
$449K – – –
MFW
1125
Meristem Family Wealth
Minnesota
$448K -$46K -350 -9%
43 44
45
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