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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 %
CFA
851
Carroll Financial Associates
North Carolina
$955K +$23.7K +171 +3%
VCM
852
Vision Capital Management
Oregon
$947K -$79.1K -570 -8%
WSCM
853
Wellington Shields Capital Management
New York
$946K -$125K -900 -12%
SCP
854
Seizert Capital Partners
Michigan
$939K -$133K -958 -12%
FI
855
FormulaFolio Investments
Michigan
$937K -$174K -1,254 -16%
SPC
856
Stewart & Patten Company
California
$935K -$99.3K -716 -10%
ST
857
Spinnaker Trust
Maine
$935K – – –
DDC
858
DF Dent & Co
Maryland
$931K +$27.1K +195 +3%
AFC
859
AFT Forsyth & Company
Florida
$931K -$166K -1,200 -15%
NG
860
NatWest Group
United Kingdom
$926K +$102K +736 +12%
ANBT
861
American National Bank & Trust
Texas
$922K +$768K +5,535 +499%
EI
862
Ethic Inc
New York
$916K +$109K +784 +13%
SC
863
Schulhoff & Co
Ohio
$915K – – –
Jones Financial Companies
864
Jones Financial Companies
Missouri
$910K -$25.8K -186 -3%
CGL
865
Clarius Group LLC
Washington
$910K +$79.8K +575 +10%
DAS
866
Dynamic Advisor Solutions
Arizona
$909K +$1.25K +9 +0.1%
KFS
867
Kurt F. Somerville
$909K +$154K +1,110 +20%
MSAM
868
Moloney Securities Asset Management
Missouri
$906K +$297K +2,144 +49%
RIM
869
Rampart Investment Management
Connecticut
$905K -$476K -3,429 -34%
SAM
870
Shikiar Asset Management
New York
$904K +$904K +6,520 New
GAM
871
Garrison Asset Management
Arkansas
$891K -$16.2K -117 -2%
AP
872
Appleton Partners
Massachusetts
$891K +$225K +1,620 +34%
CG
873
Caprock Group
Idaho
$887K -$18.2K -131 -2%
H
874
HoyleCohen
California
$887K -$8.33K -60 -0.9%
DT
875
Diversified Trust
Tennessee
$882K +$97.7K +704 +12%
33 34
35
36 37