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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 %
FB
876
Fulton Bank
Pennsylvania
$882K +$179K +1,291 +25%
CCMD
877
Cypress Capital Management (Delaware)
Delaware
$881K – – –
TAM
878
Tradition Asset Management
Virginia
$877K -$208K -1,502 -19%
WI
879
Wintrust Investments
Illinois
$876K +$263K +1,895 +43%
OSNBOA
880
Old Second National Bank of Aurora
Illinois
$875K -$970K -6,995 -53%
AWM
881
Altium Wealth Management
New York
$871K +$49.5K +357 +6%
RCM
882
Radnor Capital Management
Pennsylvania
$868K -$62.4K -450 -7%
CIC
883
Carnegie Investment Counsel
Ohio
$868K -$18.2K -131 -2%
WP
884
WealthSource Partners
California
$866K +$26.2K +189 +3%
SW
885
SlateStone Wealth
Florida
$864K +$278K +2,006 +47%
BPA
886
Beacon Pointe Advisors
California
$861K +$254K +1,832 +42%
RMSCM
887
R.M. Sincerbeaux Capital Management
New York
$860K – – –
ALAM
888
Asahi Life Asset Management
Japan
$859K +$859K +6,190 New
FHB
889
First Hawaiian Bank
Hawaii
$858K -$47.3K -341 -5%
SFP
890
Shepherd Financial Partners
Massachusetts
$856K +$34K +245 +4%
GBT
891
Grove Bank & Trust
Florida
$847K -$34.7K -250 -4%
CWA
892
Carolina Wealth Advisors
South Carolina
$845K +$333K +2,398 +65%
OIA
893
OneDigital Investment Advisors
Kansas
$838K +$214K +1,543 +34%
3C
894
361 Capital
Colorado
$837K +$337K +2,429 +67%
AWA
895
ARS Wealth Advisors
Florida
$830K +$6.94K +50 +0.8%
SFC
896
SYM Financial Corp
Indiana
$829K +$185K +1,335 +29%
LK
897
Lumbard & Kellner
New Hampshire
$826K – – –
ZIC
898
ZWJ Investment Counsel
Georgia
$826K +$50.6K +365 +7%
RMDI
899
R.M. Davis Inc
Maine
$822K – – –
DWM
900
Destination Wealth Management
California
$818K -$46K -332 -5%
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36
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