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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 %
ST
1651
Sageworth Trust
Pennsylvania
$7K +$7K +50 New
CAM
1652
Columbia Asset Management
Michigan
$6.26K – – –
CMBA
1653
C.M. Bidwell & Associates
Hawaii
$6K -$459K -3,215 -99%
MIM
1654
Macroview Investment Management
Maryland
$5K – – –
FCH
1655
Freestone Capital Holdings
Washington
$3.01K +$72 +550 +2%
NIM
1656
NuWave Investment Management
New Jersey
$3K -$240K -1,843 -99%
LGWM
1657
Litman Gregory Wealth Management
California
$3K -$24K -200 -89%
RA
1658
Rational Advisors
New York
$3K -$16.3K -125 -84%
PW
1659
Price Wealth
Texas
$3K +$3K +24 New
GC
1660
Globeflex Capital
California
$2K – – –
JWA
1661
JFS Wealth Advisors
Pennsylvania
$2K – – –
TFA
1662
Transamerica Financial Advisors
Florida
$2K +$333 +2 +20%
LAS
1663
Lloyd Advisory Services
Georgia
$2K +$2K +16 New
BWL
1664
Bogart Wealth LLC
Virginia
$1K – – –
Marshall Wace
1665
Marshall Wace
United Kingdom
$1K +$1K +5 New
TFA
1666
Tobias Financial Advisors
Florida
$1K +$1K +8 New
PGAM
1667
Princeton Global Asset Management
New Jersey
$144 +$83 +633 +136%
SHWM
1668
Silicon Hills Wealth Management
Texas
$67 +$67 +1 New
LS
1669
Leelyn Smith
Illinois
$38 +$38 +291 New
CG
1670
Carmignac Gestion
France
– -$113M -1,008,978 Closed
RHBC
1671
R.H. Bluestein & Co
Michigan
– -$26.2M -233,919 Closed
Renaissance Technologies
1672
Renaissance Technologies
New York
– -$18.2M -162,699 Closed
ZIG
1673
Zurich Insurance Group
Switzerland
– -$16.9M -150,898 Closed
Squarepoint
1674
Squarepoint
New York
– -$16.6M -148,729 Closed
PC
1675
Polar Capital
United Kingdom
– -$16.3M -145,416 Closed
65 66
67
68 69