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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 %
WGA
801
Weather Gauge Advisory
Virginia
$1.09M +$7.08K +51 +0.7%
ClearBridge Investments
802
ClearBridge Investments
New York
$1.09M – – –
VNA
803
Valley National Advisers
Pennsylvania
$1.08M +$36.2K +261 +3%
LOAME
804
Lombard Odier Asset Management (Europe)
United Kingdom
$1.08M -$205K -1,481 -16%
HWMG
805
Hurlow Wealth Management Group
Indiana
$1.08M -$6.05K -40 -0.6%
CAM
806
Carret Asset Management
New York
$1.08M -$11.2K -81 -1%
BDS
807
Banco de Sabadell
Florida
$1.07M -$144K -1,039 -12%
SIM
808
Sterling Investment Management
Arizona
$1.07M -$25.7K -185 -2%
CIS
809
Connors Investor Services
Pennsylvania
$1.07M -$1.02M -7,325 -49%
AIA
810
Avalon Investment & Advisory
Texas
$1.07M -$633K -4,564 -37%
ACA
811
Affinity Capital Advisors
California
$1.06M -$31.5K -200 -3%
TFCM
812
Taylor Frigon Capital Management
Arizona
$1.06M -$8.88K -64 -0.8%
IFWM
813
Institute for Wealth Management
Colorado
$1.06M -$37.6K -271 -3%
O
814
Ossiam
France
$1.06M +$917K +6,610 +644%
ST
815
Sabal Trust
Florida
$1.06M +$84.1K +606 +9%
Cerity Partners
816
Cerity Partners
New York
$1.06M -$50.5K -364 -5%
IP
817
Investment Partners
Ohio
$1.06M +$199K +1,438 +23%
BAC
818
Boys Arnold & Co
North Carolina
$1.05M -$638K -4,600 -38%
MBT
819
Montecito Bank & Trust
California
$1.05M – – –
DBIA
820
Dumont & Blake Investment Advisors
New Jersey
$1.05M – – –
EHC
821
Everett Harris & Co
California
$1.05M +$1.05M +7,546 New
BCA
822
Bray Capital Advisors
Florida
$1.04M – – –
SBA
823
Secrest Blakey & Associates
North Carolina
$1.04M – – –
CT
824
Coastline Trust
Rhode Island
$1.04M -$274K -1,975 -21%
SB
825
Simmons Bank
Arkansas
$1.03M +$377K +2,717 +57%
31 32
33
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