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Eli Lilly
LLY

Overview Fund Activity

1,677 hedge funds and large institutions have $104B invested in Eli Lilly in 2020 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 554 increasing their positions, 669 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,677
Holders Change
+10
Holders Change %
+0.6%
% of All Funds
37.04%
Holding in Top 10
67
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+76.32%
% of All Funds
1.48%
New
125
Increased
554
Reduced
669
Closed
92
Calls
$641M
Puts
$669M
Net Calls
-$27.8M
Net Calls Change
+$118M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.91B
2
Jennison Associates
Jennison Associates
New York
+$788M
3
BlackRock
BlackRock
New York
+$474M
4
Bank of America
Bank of America
North Carolina
+$419M
5
Ameriprise
Ameriprise
Minnesota
+$326M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.15B
2
Dodge & Cox
Dodge & Cox
California
-$1.08B
3
Capital International Investors
Capital International Investors
California
-$455M
4
Franklin Resources
Franklin Resources
California
-$217M
5
Lilly Endowment
Lilly Endowment
Indiana
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
401
Wealth Advisory Solutions
Indiana
$5.41M -$1.06M -7,653 -16%
AWM
402
Avitas Wealth Management
California
$5.41M -$549K -3,957 -9%
RGI
403
River Global Investors
United Kingdom
$5.34M -$1.92M -13,829 -26%
Newport Trust Company
404
Newport Trust Company
District of Columbia
$5.29M -$617K -4,445 -10%
MHC
405
Meyer Handelman Company
New York
$5.28M – – –
Ninety One (UK)
406
Ninety One (UK)
United Kingdom
$5.22M – – –
Mercer Global Advisors
407
Mercer Global Advisors
Colorado
$5.12M +$1.25M +9,001 +32%
ACM
408
Argyle Capital Management
Pennsylvania
$5.08M -$13.9K -100 -0.3%
FNT
409
First National Trust
Pennsylvania
$5.08M -$245K -1,764 -5%
LS
410
Livforsakringsbolaget Skandia
Sweden
$5.07M +$361K +2,600 +8%
MCM
411
Matarin Capital Management
New York
$5.05M +$5.05M +36,395 New
NA
412
NewEdge Advisors
Louisiana
$5M +$695K +5,009 +16%
JIR
413
James Investment Research
Ohio
$5M +$17.3K +125 +0.3%
LSERS
414
Louisiana State Employees Retirement System
Louisiana
$4.98M -$583K -4,200 -10%
SW
415
SkyOak Wealth
Michigan
$4.97M -$177K -1,273 -3%
WAM
416
World Asset Management
Michigan
$4.94M -$3.59M -25,908 -42%
MGIM
417
M&G Investment Management
United Kingdom
$4.93M -$1.63M -11,745 -25%
SIC
418
Salem Investment Counselors
North Carolina
$4.93M -$97.8K -705 -2%
CHC
419
City Holding Co
West Virginia
$4.93M -$47.4K -342 -1%
IAA
420
Independent Advisor Alliance
North Carolina
$4.9M +$962K +6,931 +24%
SAM
421
Sectoral Asset Management
Quebec, Canada
$4.9M -$4.22M -30,450 -46%
PCA
422
Personal Capital Advisors
California
$4.9M +$204K +1,465 +4%
PFS
423
Prospera Financial Services
Texas
$4.85M +$4.12M +29,671 +558%
FMWA
424
Forvis Mazars Wealth Advisors
Missouri
$4.83M +$115K +831 +2%
Luther King Capital Management (LKCM)
425
Luther King Capital Management (LKCM)
Texas
$4.82M -$332K -2,396 -6%
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