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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 %
LA
926
Lynch & Associates
Indiana
$764K -$21.8K -157 -3%
CP
927
Cumberland Partners
Ontario, Canada
$762K -$264K -1,900 -26%
BRA
928
Bender Robert & Associates
California
$757K – – –
LWAC
929
Laurel Wealth Advisors (California)
California
$752K -$9.02K -65 -1%
HDIM
930
Hanson & Doremus Investment Management
Vermont
$750K – – –
MFG
931
MidWestOne Financial Group
Iowa
$749K – – –
KWM
932
Kingsview Wealth Management
Oregon
$747K +$348K +2,504 +87%
FHC
933
First Heartland Consultants
Missouri
$745K -$73.4K -529 -9%
PB
934
Pinnacle Bancorp
Nebraska
$744K -$5.55K -40 -0.7%
ED
935
Exane Derivatives
France
$744K -$57K -411 -7%
BS
936
Boenning & Scattergood
Pennsylvania
$743K -$2.08K -15 -0.3%
PCA
937
Peddock Capital Advisors
Massachusetts
$743K – – –
BBA
938
BLB&B Advisors
Pennsylvania
$742K -$28.4K -205 -4%
TSW
939
Thompson Siegel & Walmsley
Virginia
$742K – – –
9WM
940
9258 Wealth Management
Ohio
$738K -$25.5K -158 -3%
CSIC
941
Clifford Swan Investment Counsel
California
$734K +$9.72K +70 +1%
BLAM
942
Bourne Lent Asset Management
New York
$729K – – –
NWP
943
Northstar Wealth Partners
Connecticut
$728K +$36K +260 +5%
AIM
944
Aigen Investment Management
New York
$728K +$728K +5,251 New
SFA
945
Sequoia Financial Advisors
Ohio
$726K +$186K +1,343 +35%
MPM
946
Meritage Portfolio Management
Kansas
$724K – – –
TCM
947
Tributary Capital Management
Nebraska
$721K -$27.7K -200 -4%
BTW
948
Boston Trust Walden
Massachusetts
$716K -$12.5K -90 -2%
EF
949
Empirical Finance
Pennsylvania
$713K +$240K +1,733 +51%
DIM
950
DC Investments Management
Virginia
$710K +$59.9K +432 +9%
36 37
38
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