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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 %
FCA
1376
FinTrust Capital Advisors
South Carolina
$237K – – –
AF
1377
Affiance Financial
Minnesota
$237K – – –
PWAG
1378
Polaris Wealth Advisory Group
California
$237K +$237K +1,677 New
GCMG
1379
Gyroscope Capital Management Group
Florida
$237K +$237K +1,803 New
GFS
1380
GYL Financial Synergies
Connecticut
$235K -$56.8K -432 -19%
BOS
1381
Bingham Osborn & Scarborough
California
$235K -$3.41K -26 -1%
FPFS
1382
First Personal Financial Services
North Carolina
$233K -$325K -2,475 -58%
AIM
1383
Axiom Investment Management
New York
$232K -$1.27M -9,642 -85%
WCM
1384
Wallace Capital Management
Texas
$232K -$482K -3,676 -68%
CWS
1385
Cypress Wealth Services
California
$232K -$22.1K -168 -9%
IRC
1386
Investors Research Corp
Georgia
$232K – – –
MCWA
1387
Meadow Creek Wealth Advisors
Georgia
$232K +$232K +1,763 New
PWPS
1388
Pinnacle Wealth Planning Services
Ohio
$232K +$232K +1,767 New
GIA
1389
Gladstone Institutional Advisory
Florida
$231K +$231K +1,753 New
CA
1390
Cornerstone Advisory
Maryland
$231K +$231K +1,755 New
WIA
1391
Westbourne Investment Advisors
Maryland
$231K +$231K +1,761 New
LRPA
1392
L. Roy Papp & Associates
Arizona
$230K +$230K +1,747 New
ANB
1393
Amarillo National Bank
Texas
$230K +$230K +1,750 New
GC
1394
Gilbert & Cook
Iowa
$230K +$230K +1,750 New
CCM
1395
Cox Capital Management
Massachusetts
$229K +$229K +1,740 New
CAM
1396
Cubic Asset Management
Massachusetts
$229K +$229K +1,742 New
KPCM
1397
Kings Point Capital Management
New York
$227K – – –
BWM
1398
BerganKDV Wealth Management
Minnesota
$227K +$5.66K +43 +3%
FDCC
1399
Foster Dykema Cabot & Co
Massachusetts
$227K +$227K +1,730 New
CAGAS
1400
Capital Advisory Group Advisory Services
Minnesota
$226K – – –
54 55
56
57 58