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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 %
ITIM
601
Indiana Trust & Investment Management
Indiana
$2.18M +$1.94K +14 +0.1%
TAM
602
Tocqueville Asset Management
New York
$2.18M +$90K +649 +4%
BO
603
Bank OZK
Arkansas
$2.15M +$143K +1,030 +7%
CWM
604
CMH Wealth Management
New Hampshire
$2.14M +$236K +1,698 +12%
M
605
Mirova
France
$2.14M +$1.05M +7,596 +97%
AFA
606
Atlanta Financial Associates
Georgia
$2.12M +$2.12M +15,294 New
CCM
607
CAAS Capital Management
New York
$2.12M +$2.12M +15,300 New
MMG
608
Monetary Management Group
Missouri
$2.12M -$52K -375 -2%
MLM
609
Mount Lucas Management
Pennsylvania
$2.12M +$548K +3,953 +35%
SFG
610
Summit Financial Group
West Virginia
$2.11M – – –
F
611
Filament
Washington
$2.09M +$1.25K +9 +0.1%
NGA
612
Naples Global Advisors
Florida
$2.08M -$106K -762 -5%
CA
613
Clearstead Advisors
Ohio
$2.08M -$9.29K -67 -0.4%
HFM
614
Hartford Financial Management
Connecticut
$2.07M – – –
QP
615
Quilter Plc
United Kingdom
$2.06M -$173K -1,250 -8%
ECM
616
Estabrook Capital Management
New York
$2.06M -$6.94K -50 -0.3%
ANRIA
617
American National Registered Investment Advisor
Texas
$2.06M -$23.6K -170 -1%
Fiera Capital (Canada)
618
Fiera Capital (Canada)
Quebec, Canada
$2.06M -$1.64M -11,842 -44%
AT
619
Arden Trust
Delaware
$2.06M -$374K -2,698 -15%
TWA
620
TCI Wealth Advisors
Arizona
$2.05M +$286K +2,065 +16%
HCMT
621
Highland Capital Management (Tennessee)
Tennessee
$2.05M +$1.78M +12,839 +666%
SPC
622
Sigma Planning Corp
Michigan
$2.04M -$31.4K -226 -2%
PT
623
Plimoth Trust
Massachusetts
$2.04M -$43K -310 -2%
BOH
624
Bank of Hawaii
Hawaii
$2.04M -$97.5K -703 -5%
BCM
625
Brooktree Capital Management
Michigan
$2.04M – – –
23 24
25
26 27