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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 %
RFN
1451
RDA Financial Network
Iowa
$204K +$204K +1,456 New
MW
1452
Marcum Wealth
Ohio
$203K +$203K +1,541 New
VCP
1453
Verus Capital Partners
Arizona
$203K +$203K +1,543 New
FNBSF
1454
First National Bank Sioux Falls
South Dakota
$203K +$203K +1,547 New
MSA
1455
Marino Stram & Associates
Massachusetts
$202K +$202K +1,535 New
SFWA
1456
Summit Financial Wealth Advisors
Louisiana
$201K +$201K +1,450 New
DAC
1457
Dividend Assets Capital
South Carolina
$201K +$201K +1,526 New
AAMC
1458
Asset Allocation & Management Company
Illinois
$201K +$201K +1,528 New
HIA
1459
Harbor Investment Advisory
Maryland
$201K +$201K +1,533 New
TRCT
1460
Tower Research Capital (TRC)
New York
$200K -$1.48M -11,276 -88%
LC
1461
Lindbrook Capital
California
$199K -$656 -5 -0.3%
FPS
1462
Fieldpoint Private Securities
Connecticut
$197K -$21.7K -165 -10%
FQ
1463
First Quadrant
California
$197K – – –
FMP
1464
Financial Management Professionals
Texas
$197K – – –
PP
1465
PDS Planning
Ohio
$195K +$789 +6 +0.4%
FEG
1466
Financial Enhancement Group
Indiana
$193K – – –
AF
1467
Allworth Financial
California
$192K +$21.1K +161 +12%
TL
1468
TrueWealth LLC
Georgia
$191K – – –
PA
1469
PSI Advisors
Florida
$190K +$190K +1,453 New
SIAS
1470
Shine Investment Advisory Services
Colorado
$189K -$13.1K -100 -6%
BWP
1471
Baldwin Wealth Partners
Massachusetts
$184K – – –
LF
1472
Lee Financial
Texas
$183K – – –
CCM
1473
Copeland Capital Management
Pennsylvania
$182K – – –
TF
1474
TimeScale Financial
Massachusetts
$180K – – –
SFSIG
1475
San Francisco Sentry Investment Group
California
$179K -$131 -1 -0.1%
57 58
59
60 61