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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 %
AW
976
ACG Wealth
Georgia
$675K -$148K -1,066 -18%
AWM
977
Avior Wealth Management
Nebraska
$675K -$65K -469 -9%
BIC
978
Beach Investment Counsel
Pennsylvania
$674K – – –
SCM
979
Salem Capital Management
Massachusetts
$672K – – –
EWM
980
Empirical Wealth Management
Washington
$670K -$13.9K -100 -2%
FNFDCM
981
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$669K -$1.53K -11 -0.2%
FFN
982
Focus Financial Network
Minnesota
$667K -$18.6K -134 -3%
MIP
983
Marietta Investment Partners
Wisconsin
$666K -$58.4K -421 -8%
SW
984
SteelPeak Wealth
California
$666K +$102K +739 +18%
WS
985
Wedbush Securities
California
$665K -$158K -1,140 -19%
EHWM
986
Eads & Heald Wealth Management
Georgia
$664K -$42.8K -309 -6%
LSPW
987
Lake Street Private Wealth
Illinois
$664K +$43.3K +312 +7%
CIA
988
CSat Investment Advisory
Michigan
$663K +$175K +1,264 +36%
ZCM
989
Ziegler Capital Management
Illinois
$662K +$662K +4,770 New
CAM
990
Columbia Asset Management
Michigan
$661K – – –
BWA
991
BDO Wealth Advisors
Florida
$661K +$214K +1,541 +48%
TI
992
Tidal Investments
Wisconsin
$660K +$176K +1,269 +36%
LNB
993
Ledyard National Bank
$659K – – –
GHAM
994
Gilman Hill Asset Management
Connecticut
$659K – – –
FWP
995
FAS Wealth Partners
Kansas
$659K +$555 +4 +0.1%
SMC
996
Smith, Moore & Co
Missouri
$659K +$22.2K +160 +3%
OPPTF
997
OPSEU Pension Plan Trust Fund
Ontario, Canada
$659K +$659K +4,908 New
HMS
998
Hanseatic Management Services
New Mexico
$658K +$658K +4,746 New
DWM
999
Doyle Wealth Management
Florida
$655K – – –
FAIM
1000
Financial Advocates Investment Management
Washington
$654K -$56.6K -408 -8%
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40
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