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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 %
AWM
1276
Atticus Wealth Management
Florida
$301K +$301K +2,287 New
LCP
1277
Legacy Capital Partners
Wisconsin
$300K – – –
DDPIC
1278
Deroy & Devereaux Private Investment Counsel
Michigan
$299K – – –
LP
1279
LGL Partners
Pennsylvania
$297K – – –
BPWA
1280
Beacon Pointe Wealth Advisors
California
$297K +$17.4K +132 +6%
CWAG
1281
Compton Wealth Advisory Group
Virginia
$296K +$394 +3 +0.1%
SAM
1282
SP Asset Management
California
$296K +$1.58K +12 +0.5%
RTC
1283
Riverview Trust Company
Washington
$295K – – –
EVM
1284
Evelyn V. Moreno
$295K – – –
PA
1285
Procyon Advisors
Connecticut
$295K +$295K +2,245 New
HIC
1286
Holderness Investments Company
North Carolina
$292K – – –
ESBC
1287
E.S. Barr & Co
Kentucky
$291K – – –
FNBOH
1288
First National Bank of Hutchinson
Kansas
$291K +$3.02K +23 +1%
LWM
1289
Lyell Wealth Management
California
$290K -$84K -640 -22%
MCM
1290
Manchester Capital Management
Vermont
$290K – – –
ACM
1291
AlphaCrest Capital Management
New York
$289K -$1.77M -13,475 -86%
FIM
1292
Fruth Investment Management
Texas
$289K – – –
LA
1293
LexAurum Advisors
Kansas
$288K – – –
KWM
1294
Keebeck Wealth Management
Illinois
$288K +$288K +2,200 New
MRCM
1295
M&R Capital Management
New Jersey
$287K – – –
FAM
1296
Formidable Asset Management
Ohio
$287K – – –
FPCG
1297
Fort Pitt Capital Group
Pennsylvania
$285K +$35.8K +273 +14%
CPA
1298
Court Place Advisors
Maryland
$284K – – –
MWM
1299
Modera Wealth Management
New Jersey
$283K -$67.5K -514 -19%
HZ
1300
Hixon Zuercher
Ohio
$283K +$283K +2,150 New
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52
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