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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 %
VWA
1201
Visionary Wealth Advisors
Illinois
$365K +$365K +2,774 New
PFS
1202
Physicians Financial Services
North Carolina
$364K – – –
CAM
1203
Close Asset Management
United Kingdom
$363K +$6.83K +52 +2%
JFGIW
1204
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$362K -$410K -3,113 -53%
PIMG
1205
Patriot Investment Management Group
Tennessee
$361K -$6.96K -53 -2%
RFA
1206
Reilly Financial Advisors
California
$359K +$137K +1,040 +62%
AIM
1207
AIA Investment Management
Singapore
$357K -$69.2K -527 -16%
TAM
1208
Taurus Asset Management
New York
$357K – – –
PCM
1209
Pointe Capital Management
Michigan
$357K – – –
LSAG
1210
Lake Street Advisors Group
New Hampshire
$357K +$31K +236 +10%
LW
1211
Linscomb Wealth
Texas
$356K -$6.71K -51 -2%
PFA
1212
Pure Financial Advisors
California
$356K +$26.8K +204 +8%
AW
1213
Alpha Windward
Massachusetts
$355K -$10.7K -81 -3%
TSS
1214
Thomas Story & Son
Indiana
$355K – – –
KWMG
1215
King Wealth Management Group
Florida
$355K +$6.83K +52 +2%
BCM
1216
Becker Capital Management
Oregon
$351K -$19.1K -145 -5%
TTWM
1217
TCV Trust & Wealth Management
Virginia
$351K -$13.1K -100 -4%
RBFC
1218
Roman Butler Fullerton & Co
Missouri
$351K +$132 +1 +0%
JMFC
1219
J.M. Forbes & Co
Massachusetts
$351K +$26.3K +200 +8%
CA
1220
Calton & Associates
Florida
$351K +$66.4K +505 +23%
ACI
1221
Alpha Cubed Investments
California
$350K +$13.2K +100 +4%
WANY
1222
Wealthspire Advisors (New York)
New York
$350K +$79K +601 +29%
PWM
1223
Perigon Wealth Management
California
$349K +$23.6K +178 +7%
CI
1224
CX Institutional
Indiana
$345K -$5.39K -41 -2%
CIR
1225
Clear Investment Research
Georgia
$345K -$1.05K -8 -0.3%
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