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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 %
MWA
1601
Moser Wealth Advisors
Washington
$39K +$39K +300 New
Fidelity International
1602
Fidelity International
Bermuda
$38K -$26.2M -199,469 -100%
EIM
1603
Essex Investment Management
Massachusetts
$38K – – –
IF
1604
Ironwood Financial
Arizona
$34K – – –
CWA
1605
Capital Wealth Alliance
Arizona
$34K +$34K +245 New
SC
1606
Solstein Capital
California
$34K +$34K +258 New
RG
1607
Retirement Group
California
$34K +$34K +262 New
ETI
1608
Enterprise Trust & Investment
California
$32K – – –
SIS
1609
Sound Income Strategies
Florida
$32K +$5.75K +44 +22%
SWM
1610
Selective Wealth Management
Virginia
$30K – – –
CAC
1611
Certified Advisory Corp
Florida
$30K +$133 +1 +0.4%
RIA
1612
RPG Investment Advisory
California
$29K – – –
HWM
1613
Holloway Wealth Management
Florida
$26K -$22K – –
AIM
1614
Arcadia Investment Management
Michigan
$26K – – –
SWM
1615
Sugarloaf Wealth Management
Georgia
$26K +$26K +200 New
CFFP
1616
Center for Financial Planning
Michigan
$26K +$26K +200 New
RCA
1617
Ranch Capital Advisors
Florida
$25K +$25K +193 New
POIA
1618
Pin Oak Investment Advisors
Texas
$24K – – –
MWP
1619
Meridian Wealth Partners
Pennsylvania
$24K +$24K +186 New
HFS
1620
HBC Financial Services
Washington
$22K +$22K +167 New
PG
1621
Proffitt & Goodson
Tennessee
$21K – – –
BWM
1622
Baystate Wealth Management
Massachusetts
$21K +$6.13K +47 +41%
IFA
1623
Interactive Financial Advisors
Illinois
$20K -$6.45K -50 -24%
BAMG
1624
Brand Asset Management Group
Missouri
$20K – – –
FPB
1625
First PREMIER Bank
South Dakota
$20K – – –
63 64
65
66 67