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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 %
UBV
1226
United Bank (Virginia)
Virginia
$345K – – –
MWA
1227
Meridian Wealth Advisors
Texas
$343K +$52.6K +400 +18%
WIC
1228
Wilkins Investment Counsel
Massachusetts
$342K – – –
TH
1229
TCTC Holdings
Texas
$341K +$32.9K +250 +11%
IC
1230
InterOcean Capital
Illinois
$339K +$339K +2,576 New
AB
1231
Atlas Brown
Kentucky
$338K – – –
BCP
1232
Blue Chip Partners
Michigan
$337K -$65.9K -501 -16%
RIG
1233
Roosevelt Investment Group
New York
$336K – – –
FNBOSM
1234
First National Bank of South Miami
Florida
$335K – – –
LB
1235
Landmark Bank
Missouri
$334K -$2.63K -20 -0.8%
BCM
1236
BTR Capital Management
California
$334K – – –
CYG
1237
Clean Yield Group
Vermont
$333K -$105K -800 -24%
SSWM
1238
Sheets Smith Wealth Management
North Carolina
$329K -$20K -152 -6%
BCM
1239
Bridgeway Capital Management
Texas
$329K – – –
EFSCE
1240
Enterprise Financial Services Corp (EFSC)
Missouri
$328K -$3.82K -29 -1%
HW
1241
Hedeker Wealth
Illinois
$328K – – –
WAS
1242
Wesleyan Assurance Society
United Kingdom
$328K – – –
HFG
1243
Heron Financial Group
New York
$328K +$328K +2,274 New
RHJA
1244
Rice Hall James & Associates
California
$327K – – –
GLI
1245
Guardian Life Insurance
New York
$327K – – –
BHBT
1246
Burke & Herbert Bank & Trust
Virginia
$327K +$327K +2,490 New
CIP
1247
Convergence Investment Partners
Florida
$324K -$4.73K -36 -1%
MIC
1248
Means Investment Company
Maine
$322K +$279 +2 +0.1%
SMFS
1249
Squar Milner Financial Services
California
$320K -$118K -900 -27%
EH
1250
Equitable Holdings
New York
$320K +$320K +2,431 New
48 49
50
51 52