LLY icon

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 %
B
951
Bellecapital
Switzerland
$708K +$32.7K +236 +5%
CS
952
Comerica Securities
Michigan
$707K -$53.2K -383 -7%
BCCM
953
Bridge Creek Capital Management
Massachusetts
$707K -$10.4K -75 -1%
LIM
954
Leavell Investment Management
Alabama
$705K +$19.4K +140 +3%
MIA
955
MainStreet Investment Advisors
Illinois
$697K +$697K +5,023 New
MFG
956
Magnus Financial Group
New York
$696K +$14K +101 +2%
BI
957
Ballast Inc
Kentucky
$696K +$15.1K +109 +2%
GC
958
Gratus Capital
Georgia
$695K +$833 +6 +0.1%
DWA
959
Douglass Winthrop Advisors
New York
$694K +$55.5K +400 +9%
SAM
960
Strategy Asset Managers
California
$692K -$694K -5,006 -50%
CCM
961
Coldstream Capital Management
Washington
$692K +$52.3K +377 +8%
PWM
962
Perigon Wealth Management
California
$690K +$306K +2,099 +80%
WWM
963
Western Wealth Management
Colorado
$687K +$17.7K +128 +3%
RIM
964
Regent Investment Management
Kentucky
$685K -$41.7K -300 -6%
SRSA
965
S.R. Schill & Associates
Washington
$685K – – –
WPW
966
Waldron Private Wealth
Pennsylvania
$685K +$47.8K +345 +8%
WTC
967
WhitTier Trust Company
Nevada
$683K – – –
BP
968
Ballentine Partners
Massachusetts
$683K +$81.2K +585 +13%
WIC
969
Woodmont Investment Counsel
Tennessee
$681K -$45.1K -325 -6%
PNAA
970
Pictet North America Advisors
Switzerland
$680K – – –
SG
971
StoneX Group
New York
$679K +$79K +569 +13%
BWM
972
BCS Wealth Management
Tennessee
$679K +$679K +4,898 New
HB
973
Horizon Bancorp
Indiana
$676K -$143K -1,030 -17%
RWA
974
Ropes Wealth Advisors
Massachusetts
$676K -$36K -260 -5%
FFG
975
Fortem Financial Group
California
$675K -$266K -1,917 -28%
37 38
39
40 41