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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 %
OFW
1401
Omnia Family Wealth
Florida
$226K +$226K +1,720 New
JCM
1402
Jag Capital Management
Missouri
$224K +$224K +1,701 New
PCMC
1403
Paragon Capital Management (Colorado)
Colorado
$224K +$224K +1,704 New
RIA
1404
Realta Investment Advisors
Delaware
$223K -$3.74K -32 -2%
PBC
1405
Pavion Blue Capital
California
$223K +$223K +1,700 New
FA
1406
FC Advisory
Pennsylvania
$222K +$222K +1,679 New
SWM
1407
Stockman Wealth Management
Montana
$222K +$222K +1,686 New
CC
1408
Cedar Capital
Illinois
$221K -$129K -983 -37%
FMW
1409
Farr Miller & Washington
District of Columbia
$221K +$221K +1,681 New
SFG
1410
SevenBridge Financial Group
Pennsylvania
$221K +$221K +1,683 New
WCA
1411
Westover Capital Advisors
Delaware
$221K +$221K +1,685 New
WWM
1412
Willingdon Wealth Management
North Carolina
$220K -$2.63K -20 -1%
SIAP
1413
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$220K – – –
HFAS
1414
Hummer Financial Advisory Services
Illinois
$220K +$220K +1,674 New
CB
1415
Cadence Bank
Mississippi
$220K +$220K +1,675 New
FRA
1416
Front Row Advisors
California
$219K -$656 -5 -0.3%
TCM
1417
Tradewinds Capital Management
Washington
$219K +$42.1K +320 +24%
SLA
1418
Silver Lake Advisory
Utah
$219K +$219K +1,664 New
NPPM
1419
North Point Portfolio Managers
Ohio
$219K +$219K +1,666 New
ACM
1420
Ashford Capital Management
Delaware
$218K -$18.9K -144 -8%
NCM
1421
Noesis Capital Mangement
Florida
$218K +$218K +1,660 New
CW
1422
CreativeOne Wealth
Kansas
$218K +$218K +1,660 New
HHGA
1423
Halbert Hargrove Global Advisors
California
$216K +$216K +1,643 New
SWA
1424
Sutton Wealth Advisors
Florida
$216K -$1.58K -12 -0.7%
GLA
1425
Good Life Advisors
Pennsylvania
$215K +$215K +1,623 New
55 56
57
58 59