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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 %
HI
901
Handelsinvest Investeringsforvaltning
Denmark
$816K -$139K -1,000 -15%
AF
902
Aldebaran Financial
$812K – – –
AA
903
Ancora Advisors
Ohio
$812K – – –
BWP
904
BSW Wealth Partners
Colorado
$811K +$9.99K +72 +1%
OFS
905
OneAscent Financial Services
Alabama
$808K +$550K +3,962 +213%
CFGS
906
Concourse Financial Group Securities
Alabama
$802K -$14.6K -105 -2%
BAM
907
Belpointe Asset Management
Nevada
$801K -$320K -2,304 -29%
UBG
908
United Bank (Georgia)
Georgia
$798K -$167K -1,204 -17%
1IA
909
1834 Investment Advisors
Wisconsin
$795K -$6.38K -46 -0.8%
HFM
910
Harvest Fund Management
China
$795K +$386K +2,786 +94%
MSS
911
Mitchell Sinkler & Starr
Pennsylvania
$791K -$55.5K -400 -7%
OTPPB
912
Ontario Teachers' Pension Plan Board
Ontario, Canada
$785K -$1.39M -10,021 -64%
BJL
913
Brighton Jones LLC
Washington
$785K -$180K -1,300 -19%
PL
914
Parthenon LLC
Kentucky
$785K – – –
LAM
915
L2 Asset Management
Massachusetts
$785K +$42.7K +308 +6%
ATC
916
Adirondack Trust Company
New York
$783K -$20.8K -150 -3%
VCA
917
Verdence Capital Advisors
Maryland
$779K -$716K -5,166 -48%
KA
918
KLCM Advisors
Wisconsin
$779K +$971 +7 +0.1%
LNC
919
Lincoln National Corp
Pennsylvania
$777K +$130K +937 +20%
ONST
920
Old North State Trust
North Carolina
$776K -$17.8K -128 -2%
PP
921
Patten & Patten
Tennessee
$775K – – –
OFG
922
OmniStar Financial Group
North Carolina
$773K -$343K -2,474 -31%
UCMOK
923
United Capital Management of KS
Kansas
$770K +$35.4K +255 +5%
APP
924
Avantax Planning Partners
Iowa
$767K +$4.58K +33 +0.6%
CNB
925
Camden National Bank
Maine
$766K +$11.1K +80 +1%
35 36
37
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