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Eli Lilly
LLY

Overview Fund Activity

1,757 hedge funds and large institutions have $122B invested in Eli Lilly in 2020 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 584 increasing their positions, 679 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,757
Holders Change
+80
Holders Change %
+4.77%
% of All Funds
36.12%
Holding in Top 10
69
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.99%
% of All Funds
1.42%
New
177
Increased
584
Reduced
679
Closed
84
Calls
$672M
Puts
$810M
Net Calls
-$137M
Net Calls Change
-$110M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$389M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$339M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$321M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$235M
5
PI
Putnam Investments
Massachusetts
+$210M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.48B
2
Primecap Management
Primecap Management
California
-$379M
3
Jennison Associates
Jennison Associates
New York
-$349M
4
Lilly Endowment
Lilly Endowment
Indiana
-$281M
5
Capital International Investors
Capital International Investors
California
-$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
851
Compton Capital Management
Rhode Island
$1.17M – – –
IFWM
852
Institute for Wealth Management
Colorado
$1.17M -$85.7K -522 -7%
Loomis, Sayles & Company
853
Loomis, Sayles & Company
Massachusetts
$1.17M -$140K -851 -11%
NSB
854
Norway Savings Bank
Maine
$1.17M -$14.8K -90 -1%
WI
855
Wintrust Investments
Illinois
$1.16M +$128K +783 +12%
SW
856
SteelPeak Wealth
California
$1.16M +$370K +2,255 +47%
HWMG
857
Hurlow Wealth Management Group
Indiana
$1.16M +$3.24K +20 +0.3%
CCM
858
Covington Capital Management
California
$1.16M -$5.25K -32 -0.5%
SP
859
Symmetry Partners
Connecticut
$1.15M +$1.15M +7,024 New
EB
860
Eastern Bank
Massachusetts
$1.15M – – –
PTC
861
Private Trust Company
Ohio
$1.15M +$382K +2,288 +50%
AAIM
862
American Assets Investment Management
California
$1.15M -$492K -3,000 -30%
CFGS
863
Concourse Financial Group Securities
Alabama
$1.15M +$199K +1,213 +21%
AFC
864
AFT Forsyth & Company
Florida
$1.15M +$44.5K +271 +4%
OFS
865
OneAscent Financial Services
Alabama
$1.14M +$188K +1,142 +20%
FI
866
FormulaFolio Investments
Michigan
$1.14M +$32.2K +196 +3%
IIM
867
Ipswich Investment Management
Massachusetts
$1.14M – – –
CRC
868
Curi RMB Capital
Illinois
$1.13M +$1.97K +12 +0.2%
Cetera Investment Advisers
869
Cetera Investment Advisers
Illinois
$1.13M -$31.7K -193 -3%
SW
870
SlateStone Wealth
Florida
$1.13M +$103K +625 +10%
IBOK
871
Independence Bank of Kentucky
Kentucky
$1.12M -$18.1K -110 -2%
WSCM
872
Wellington Shields Capital Management
New York
$1.12M +$3.78K +23 +0.3%
VCM
873
Vision Capital Management
Oregon
$1.12M – – –
AJ
874
Ashburton (Jersey)
Jersey
$1.12M -$420K -2,558 -27%
CCMG
875
Clark Capital Management Group
Pennsylvania
$1.12M -$614K -3,736 -35%
33 34
35
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