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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 %
CA
501
Cornerstone Advisors
North Carolina
$3.47M -$3.33M -24,000 -49%
SC
502
Scotia Capital
Ontario, Canada
$3.46M -$1.3M -9,404 -27%
FNBT
503
FineMark National Bank & Trust
Florida
$3.44M -$71.9K -518 -2%
FBC
504
Fairfield, Bush & Co
Connecticut
$3.41M – – –
KIA
505
KCM Investment Advisors
California
$3.4M -$225K -1,625 -6%
CWM
506
Chronos Wealth Management
Florida
$3.38M +$600K +4,328 +22%
BB
507
Busey Bank
Illinois
$3.33M -$260K -1,871 -7%
CFB
508
Cullen/Frost Bankers
Texas
$3.32M -$133K -961 -4%
OCM
509
Osterweis Capital Management
California
$3.31M – – –
FDCDDQ
510
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.3M -$1.84M -13,158 -36%
TCCM
511
Timber Creek Capital Management
Massachusetts
$3.28M -$1.2M -8,617 -27%
HSA
512
HBK Sorce Advisory
Pennsylvania
$3.27M -$14K -101 -0.4%
GG
513
Gofen & Glossberg
Illinois
$3.27M -$26.2K -189 -0.8%
BBWA
514
Bell & Brown Wealth Advisors
California
$3.24M -$100K -638 -3%
BO
515
BRR OpCo
Ohio
$3.23M +$555 +4 +0%
AAS
516
Avantax Advisory Services
Texas
$3.22M +$58.8K +424 +2%
EFS
517
Essex Financial Services
Connecticut
$3.21M -$910K -6,559 -22%
SVWAG
518
Sound View Wealth Advisors Group
Georgia
$3.18M -$19.1K -138 -0.6%
FC
519
Fusion Capital
South Carolina
$3.15M -$220K -1,584 -7%
CTA
520
Chesley Taft & Associates
Illinois
$3.14M +$205K +1,475 +7%
LWANC
521
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.14M -$25K -180 -0.8%
Impax Asset Management Group
522
Impax Asset Management Group
United Kingdom
$3.13M +$499K +3,598 +19%
HCA
523
Harbour Capital Advisors
Virginia
$3.13M -$832 -6 -0%
TG
524
TCW Group
California
$3.12M – – –
HPC
525
HM Payson & Co
Maine
$3.1M -$88.1K -635 -3%
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