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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 %
SA
1551
SRH Advisors
Kansas
$79K – – –
TCWM
1552
Total Clarity Wealth Management
Illinois
$79K +$79K +600 New
BDWM
1553
Brewin Dolphin Wealth Management
Ireland
$78.9K – – –
GAM
1554
Gemmer Asset Management
California
$78K – – –
FWM
1555
Focused Wealth Management
New York
$77K – – –
TIM
1556
Tortoise Investment Management
New York
$77K – – –
WQ
1557
Wealth Quarterback
New Jersey
$76.6K +$76.6K +2,781 New
WB
1558
West Bancorporation
Iowa
$75K +$75K +570 New
CQS
1559
Credential Qtrade Securities
$73.5K – – –
BBA
1560
Braun-Bostich & Associates
Pennsylvania
$72K +$72K +544 New
CAL
1561
Capital Advisors Ltd
Ohio
$71K – – –
RAM
1562
Riggs Asset Management
Pennsylvania
$71K – – –
WCG
1563
Weaver Consulting Group
California
$71K – – –
SL
1564
Savior LLC
Massachusetts
$71K +$71K +539 New
Credit Agricole
1565
Credit Agricole
France
$70K +$13.2K +100 +23%
FWM
1566
Filbrandt Wealth Management
Wisconsin
$68K +$68K +518 New
CH
1567
Canton Hathaway
Rhode Island
$66K – – –
KC
1568
Knuff & Co
California
$66K +$66K +500 New
MAWCM
1569
Mine & Arao Wealth Creation & Management
California
$66K +$66K +500 New
SLF
1570
Sun Life Financial
Ontario, Canada
$65K -$26.5K -201 -29%
Kayne Anderson Rudnick Investment Management
1571
Kayne Anderson Rudnick Investment Management
California
$64K – – –
EI
1572
Ellevest Inc
New York
$63K +$34.5K +261 +121%
PWP
1573
Personal Wealth Partners
Minnesota
$62K – – –
APC
1574
Aspire Private Capital
North Carolina
$62K – – –
CIAS
1575
CBIZ Investment Advisory Services
Ohio
$62K – – –
61 62
63
64 65