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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 %
CG
1176
Colony Group
Massachusetts
$390K +$47.1K +359 +14%
GLLW
1177
Graves Light Lenhart Wealth
Virginia
$389K +$132 +1 +0%
VLC
1178
Van Leeuwen & Company
New Jersey
$388K +$388K +2,952 New
BIAS
1179
Beacon Investment Advisory Services
New Jersey
$382K -$16.2K -123 -4%
GIP
1180
Greatmark Investment Partners
Georgia
$382K – – –
AOWM
1181
Alpha Omega Wealth Management
Virginia
$382K – – –
SIC
1182
Samalin Investment Counsel
New York
$382K +$382K +2,909 New
AIS
1183
American Investment Services
Massachusetts
$381K – – –
CP
1184
Camelot Portfolios
Ohio
$381K +$131 +1 +0%
MCM
1185
Marathon Capital Management
Maryland
$381K +$381K +2,900 New
WMA
1186
Wealth Management Associates
New Jersey
$380K +$526 +4 +0.1%
GC
1187
Garde Capital
Washington
$380K – – –
KWM
1188
Kingsview Wealth Management
Oregon
$378K -$94.4K -719 -20%
DAM
1189
Doheny Asset Management
California
$375K – – –
SIM
1190
Sadoff Investment Management
Wisconsin
$375K – – –
NB
1191
Nicolet Bankshares
Wisconsin
$373K +$157K +1,190 +72%
CGA
1192
Crescent Grove Advisors
Illinois
$372K +$65.8K +500 +21%
ACM
1193
Advisors Capital Management
New Jersey
$371K +$1.18K +9 +0.3%
MPW
1194
Monterey Private Wealth
California
$371K +$371K +2,820 New
GG
1195
Gleason Group
Kentucky
$369K +$369K +2,811 New
KC
1196
Kingfisher Capital
North Carolina
$368K – – –
CIAS
1197
Capital Investment Advisory Services
North Carolina
$367K -$5.39K -41 -1%
QT
1198
Quantamental Technologies
New York
$366K +$30.6K +233 +9%
PRC
1199
Pearl River Capital
Michigan
$366K +$340K +2,584 +1,292%
TNBTD
1200
Trustmark National Bank Trust Department
Mississippi
$365K -$3.29K -25 -0.9%
46 47
48
49 50