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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 %
JFA
1526
JNBA Financial Advisors
Minnesota
$104K +$25.3K +193 +32%
CDIA
1527
Capital Directions Investment Advisors
Georgia
$103K – – –
GEA
1528
Glen Eagle Advisors
New Jersey
$103K +$10.6K +81 +12%
BAM
1529
Bellevue Asset Management
Washington
$102K +$102K +775 New
KFS
1530
Kelly Financial Services
Massachusetts
$102K – – –
MPWT
1531
MassMutual Private Wealth & Trust
Connecticut
$99K -$13.8K -105 -12%
AWA
1532
Arkadios Wealth Advisors
Georgia
$97.3K +$97.3K +686 New
RFM
1533
Royal Fund Management
Florida
$97K – – –
VC
1534
Vestor Capital
Illinois
$93K -$29.3K -224 -24%
DAM
1535
Delta Asset Management
Tennessee
$93K +$10.8K +82 +13%
DOA
1536
D'Orazio & Associates
Virginia
$92K -$2.49K -19 -3%
BCI
1537
Brinker Capital Investments
Pennsylvania
$92K – – –
GTAM
1538
Global Trust Asset Management
Florida
$92K – – –
WAP
1539
Wealthcare Advisory Partners
Pennsylvania
$92K +$263 +2 +0.3%
DI
1540
Disciplined Investments
Oklahoma
$92K +$92K +700 New
HWM
1541
Howard Wealth Management
Connecticut
$85K +$85K +650 New
FA
1542
Fortis Advisors
Pennsylvania
$82K – – –
HCA
1543
Horan Capital Advisors
Ohio
$81K – – –
EWM
1544
Edge Wealth Management
New York
$81K +$11.6K +89 +17%
FANJ
1545
Financial Architects (New Jersey)
New Jersey
$80K – – –
EIP
1546
Ellis Investment Partners
Pennsylvania
$80K +$263 +2 +0.3%
ACM
1547
Anfield Capital Management
California
$80K +$80K +544 New
AAP
1548
Arax Advisory Partners
Colorado
$79K – – –
ACM
1549
AUA Capital Management
Pennsylvania
$79K – – –
TJHA
1550
Thomas J. Herzfeld Advisors
Florida
$79K – – –
60 61
62
63 64