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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
1351
Corundum Group
Colorado
$252K +$11.4K +87 +5%
RCA
1352
Rowland Carmichael Advisors
Arizona
$251K – – –
AIA
1353
Arbor Investment Advisors
North Carolina
$251K – – –
SCA
1354
Snowden Capital Advisors
New York
$250K +$8.68K +66 +4%
WAM
1355
Weiss Asset Management
Massachusetts
$250K -$68.2K -520 -21%
WB
1356
Webster Bank
Connecticut
$250K – – –
BCA
1357
Bay Colony Advisors
Massachusetts
$250K +$250K +1,769 New
MWM
1358
Mattern Wealth Management
Kansas
$250K +$250K +1,900 New
V
1359
VeraBank
Texas
$250K +$250K +1,900 New
SCA
1360
Stonebridge Capital Advisors
Minnesota
$248K +$24.9K +189 +11%
OA
1361
Oxbow Advisors
Texas
$248K +$248K +1,883 New
CAM
1362
CenterStar Asset Management
Illinois
$247K -$120K – –
SIC
1363
Sigma Investment Counselors
Michigan
$246K -$1.45K -11 -0.6%
IWA
1364
Intercontinental Wealth Advisors
Texas
$245K -$39.8K -270 -14%
WIC
1365
Whitegate Investment Counselors
New Hampshire
$245K – – –
SSB
1366
Sandy Spring Bank
Maryland
$245K +$12.4K +94 +5%
OFS
1367
OneAscent Financial Services
Alabama
$245K +$245K +1,861 New
LPIC
1368
LeJeune Puetz Investment Counsel
Michigan
$243K – – –
CWM
1369
Cabot Wealth Management
Massachusetts
$242K – – –
SFSG
1370
Stearns Financial Services Group
North Carolina
$242K +$263 +2 +0.1%
PPW
1371
Parcion Private Wealth
Washington
$241K +$241K +1,833 New
MVA
1372
Mount Vernon Associates
Maryland
$240K – – –
PP
1373
Prudential plc
United Kingdom
$239K -$490K -3,733 -67%
BRC
1374
Bell Rock Capital
Delaware
$238K +$1.05K +8 +0.4%
BIA
1375
BHK Investment Advisors
Alabama
$237K -$98.8K -750 -29%
53 54
55
56 57