LLY icon

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 %
VA
1301
Valmark Advisers
Ohio
$282K +$6.83K +52 +2%
WG
1302
Welch Group
Alabama
$282K +$46.7K +355 +20%
IC
1303
Inverness Counsel
New York
$280K – – –
FP
1304
Financial Perspectives
Minnesota
$279K +$279K +2,124 New
AAMA
1305
Advanced Asset Management Advisors
Ohio
$279K -$7.89K -60 -3%
MCM
1306
McRae Capital Management
New Jersey
$279K – – –
BAM
1307
Brave Asset Management
New Jersey
$279K – – –
C
1308
Certuity
Florida
$279K +$279K +2,121 New
TWP
1309
Tempus Wealth Planning
California
$277K +$277K +2,110 New
EW
1310
Evoke Wealth
California
$277K +$43.3K +329 +19%
MIM
1311
Marco Investment Management
Georgia
$276K -$2.23K -17 -0.8%
PWMAG
1312
Pinnacle Wealth Management Advisory Group
New Jersey
$276K – – –
CC
1313
Cannell & Co
New York
$276K – – –
WCM
1314
Wedge Capital Management
North Carolina
$276K +$1.71K +13 +0.6%
ATFA
1315
All Terrain Financial Advisors
Minnesota
$274K – – –
CCT
1316
Country Club Trust
Missouri
$273K – – –
PWP
1317
Private Wealth Partners
California
$272K – – –
AAS
1318
Annex Advisory Services
Wisconsin
$271K -$7.5K -57 -3%
BCB
1319
Brian C. Broderick
$271K – – –
SAM
1320
S.A. Mason
Michigan
$270K +$270K +2,051 New
MLFP
1321
MPS Loria Financial Planners
Illinois
$269K +$131 +1 +0%
DWM
1322
Dakota Wealth Management
Florida
$268K +$3.81K +29 +1%
CL
1323
Choreo LLC
Illinois
$267K +$267K +2,034 New
GH
1324
GAM Holding
Switzerland
$266K -$1.45M -11,094 -85%
CIM
1325
Confluence Investment Management
Missouri
$266K – – –
51 52
53
54 55