LLY icon

Eli Lilly
LLY

Overview Fund Activity

1,521 hedge funds and large institutions have $83.1B invested in Eli Lilly in 2019 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 511 increasing their positions, 625 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
+8
Holders Change %
+0.53%
% of All Funds
33.41%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.44%
New
92
Increased
511
Reduced
625
Closed
73
Calls
$457M
Puts
$482M
Net Calls
-$25.8M
Net Calls Change
+$74M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$878M
2
Capital International Investors
Capital International Investors
California
+$581M
3
CG
Carmignac Gestion
France
+$113M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$101M
5
Franklin Resources
Franklin Resources
California
+$85.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$419M
2
Renaissance Technologies
Renaissance Technologies
New York
-$240M
3
APG Asset Management
APG Asset Management
Netherlands
-$208M
4
Ameriprise
Ameriprise
Minnesota
-$191M
5
DZ Bank
DZ Bank
Germany
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
1001
Waldron Private Wealth
Pennsylvania
$504K -$114K -1,016 -18%
CCG
1002
Chatham Capital Group
Georgia
$502K – – –
BMC
1003
Beaton Management Company
Massachusetts
$502K +$72.6K +650 +17%
BRM
1004
Boston Research & Management
Massachusetts
$500K – – –
HIM
1005
Hillsdale Investment Management
Ontario, Canada
$498K – – –
CPA
1006
Clear Perspective Advisors
Illinois
$496K – – –
FMTC
1007
Farmers & Merchants Trust Company
California
$494K – – –
SMFS
1008
Squar Milner Financial Services
California
$494K +$131K +884 +36%
CCM
1009
Crabel Capital Management
California
$494K +$494K +4,419 New
WP
1010
WMS Partners
Maryland
$493K +$3.02K +27 +0.6%
UBG
1011
United Bank (Georgia)
Georgia
$489K +$489K +4,370 New
HP
1012
HT Partners
Connecticut
$488K – – –
RG
1013
Rikoon Group
New Mexico
$487K +$112 +1 +0%
GC
1014
Grimes & Company
Massachusetts
$486K – – –
CCFCSB
1015
Cape Cod Five Cents Savings Bank
Massachusetts
$486K – – –
HI
1016
Horizon Investments
North Carolina
$482K -$226K -2,031 -32%
FNBTCON
1017
First National Bank & Trust Co of Newtown
Pennsylvania
$481K -$54.2K -485 -10%
JWS
1018
Juncture Wealth Strategies
Arizona
$481K +$33.6K +300 +8%
TMAM
1019
Tokio Marine Asset Management
Japan
$479K +$26K +233 +6%
LSPW
1020
Lake Street Private Wealth
Illinois
$478K +$22.3K +200 +5%
BP
1021
Ballentine Partners
Massachusetts
$477K -$7.05K -63 -1%
GCA
1022
Guardian Capital Advisors
Ontario, Canada
$476K – – –
SG
1023
StoneX Group
New York
$476K +$476K +4,260 New
FPFS
1024
First Personal Financial Services
North Carolina
$475K +$24.7K +221 +5%
FMLI
1025
Fukoku Mutual Life Insurance
Japan
$474K – – –
39 40
41
42 43