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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 %
PPSG
1701
Princeton Portfolio Strategies Group
New Jersey
– -$578K -5,170 Closed
BA
1702
Birinyi Associates
Connecticut
– -$447K -4,000 Closed
AAP
1703
Ardsley Advisory Partners
Connecticut
– -$447K -4,000 Closed
DA
1704
Duality Advisers
Florida
– -$433K -3,870 Closed
Qube Research & Technologies (QRT)
1705
Qube Research & Technologies (QRT)
United Kingdom
– -$406K -3,629 Closed
HF
1706
HRT Financial
New York
– -$363K -3,254 Closed
MC
1707
Machina Capital
France
– -$362K -3,234 Closed
AWM
1708
Altavista Wealth Management
North Carolina
– -$308K -2,750 Closed
ALAM
1709
Asahi Life Asset Management
Japan
– -$302K -2,700 Closed
NIT
1710
NumerixS Investment Technologies
British Columbia, Canada
– -$302K -2,700 Closed
JGC
1711
J. Goldman & Co
New York
– -$298K -2,663 Closed
SWA
1712
Stratos Wealth Advisors
Ohio
– -$296K -2,645 Closed
TA
1713
Thor Advisors
New York
– -$275K -2,458 Closed
ER
1714
Enlightenment Research
Florida
– -$235K -2,100 Closed
WT
1715
Washington Trust
Rhode Island
– -$237K -2,083 Closed
TAM
1716
Trillium Asset Management
Massachusetts
– -$224K -2,002 Closed
ATIA
1717
American Trust Investment Advisors
New Hampshire
– -$221K -1,980 Closed
BFA
1718
Brendel Financial Advisors
New Hampshire
– -$218K -1,950 Closed
VWM
1719
Valley Wealth Managers
New Jersey
– -$215K -1,920 Closed
AWM
1720
Alterna Wealth Management
Texas
– -$210K -1,881 Closed
CBFP
1721
Cedar Brook Financial Partners
Ohio
– -$210K -1,874 Closed
HMS
1722
Hanseatic Management Services
New Mexico
– -$160K -1,427 Closed
NCM
1723
Nelson Capital Management
California
– -$106K -950 Closed
NIC
1724
Northwest Investment Counselors
Oregon
– -$68K -604 Closed
HIIFS
1725
Harel Insurance Investments & Financial Services
Israel
– -$62K -550 Closed
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