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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 %
SSWG
1626
Seven Springs Wealth Group
Tennessee
$20K +$20K +150 New
APWM
1627
Atlas Private Wealth Management
New York
$20K +$20K +155 New
NC
1628
NewSquare Capital
Pennsylvania
$18K – – –
CWM
1629
Cranbrook Wealth Management
Michigan
$18K – – –
ME
1630
McIlrath & Eck
Washington
$18K – – –
AIC
1631
Archer Investment Corporation
Indiana
$16K +$1.33K +10 +9%
AS
1632
Altshuler Shaham
Israel
$16K +$4.48K +33 +39%
TA
1633
TFG Advisers
Michigan
$16K +$16K +126 New
PFGIA
1634
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$1.15K -9 -7%
TI
1635
tru Independence
Oregon
$15K +$15K +107 New
AP
1636
Atwood & Palmer
Missouri
$13K -$69.4K -534 -84%
QAM
1637
QCI Asset Management
New York
$13K – – –
LD
1638
Lipe & Dalton
New York
$13K – – –
FIB
1639
First Interstate Bank
Montana
$13K – – –
SC
1640
Steph & Co
Wisconsin
$13K +$13K +100 New
SFPG
1641
Stonebridge Financial Planning Group
Florida
$13K +$13K +100 New
EWA
1642
Evolution Wealth Advisors
Florida
$12K -$12.4K -98 -51%
AP
1643
Americana Partners
Texas
$12K +$12K +96 New
ACM
1644
Allred Capital Management
Texas
$11.4K +$11.4K +87 New
WAS
1645
Winch Advisory Services
Wisconsin
$11K – – –
WLPWM
1646
Walled Lake Planning & Wealth Management
Illinois
$11K +$11K +85 New
HH
1647
HWG Holdings
Texas
$10K +$10K +74 New
TFS
1648
TrustCore Financial Services
Tennessee
$9K -$4.63K -37 -34%
LB
1649
Legacy Bridge
Iowa
$9K – – –
WCM
1650
Wealthcare Capital Management
Virginia
$8K +$8K +60 New
64 65
66
67 68