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Eli Lilly
LLY

Overview Fund Activity

1,766 hedge funds and large institutions have $109B invested in Eli Lilly in 2020 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 626 increasing their positions, 666 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,766
Holders Change
+9
Holders Change %
+0.51%
% of All Funds
35.73%
Holding in Top 10
49
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-28.99%
% of All Funds
0.99%
New
139
Increased
626
Reduced
666
Closed
112
Calls
$426M
Puts
$685M
Net Calls
-$259M
Net Calls Change
-$122M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$424M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$245M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$195M
4
PI
Putnam Investments
Massachusetts
+$112M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$87.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$747M
2
Jennison Associates
Jennison Associates
New York
-$516M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$361M
4
BlackRock
BlackRock
New York
-$349M
5
State Street
State Street
Massachusetts
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGIM
951
Pacific Global Investment Management
California
$907K -$57K -385 -6%
AP
952
Appleton Partners
Massachusetts
$899K -$22.2K -150 -2%
AA
953
Ancora Advisors
Ohio
$899K +$32.1K +217 +4%
IFWM
954
Institute for Wealth Management
Colorado
$898K -$157K -1,063 -15%
RHP
955
Royal Harbor Partners
Texas
$898K +$20.9K +141 +2%
CG
956
Caprock Group
Idaho
$898K +$112K +758 +14%
SFP
957
Shepherd Financial Partners
Massachusetts
$896K -$7.55K -51 -0.8%
PP
958
Patten & Patten
Tennessee
$895K -$24.3K -164 -3%
IDBONY
959
Israel Discount Bank of New York
New York
$891K -$27.7K -187 -3%
BWP
960
BSW Wealth Partners
Colorado
$887K -$19.5K -132 -2%
IP
961
Investment Partners
Ohio
$882K -$230K -1,556 -21%
NG
962
NatWest Group
United Kingdom
$879K – – –
RMDI
963
R.M. Davis Inc
Maine
$877K – – –
CWM
964
Connecticut Wealth Management
Connecticut
$875K +$875K +5,914 New
TFS
965
Thoroughbred Financial Services
Tennessee
$866K +$887 +6 +0.1%
SFC
966
SYM Financial Corp
Indiana
$866K +$1.18K +8 +0.1%
SSWM
967
Sheets Smith Wealth Management
North Carolina
$863K +$492K +3,327 +133%
W
968
Wealthquest
Ohio
$862K – – –
QT
969
Quantamental Technologies
New York
$860K -$439K -2,968 -34%
ZIC
970
ZWJ Investment Counsel
Georgia
$859K -$15.5K -105 -2%
SM
971
Sciencast Management
New Jersey
$858K +$858K +5,526 New
CCT
972
Chemung Canal Trust
New York
$856K +$411K +2,777 +92%
LFAS
973
Level Four Advisory Services
Texas
$855K -$44.9K -303 -5%
ONST
974
Old North State Trust
North Carolina
$854K +$15.8K +107 +2%
RCM
975
Radnor Capital Management
Pennsylvania
$853K -$44.4K -300 -5%
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