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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 %
CPIG
1001
Chicago Partners Investment Group
Illinois
$654K +$131K +833 +25%
MIAS
1002
Mason Investment Advisory Services
Virginia
$653K -$441K -3,181 -40%
CIAS
1003
Capital Investment Advisory Services
North Carolina
$653K +$266K +1,920 +69%
PRC
1004
Pearl River Capital
Michigan
$650K +$264K +1,904 +68%
OIA
1005
Optimum Investment Advisors
Illinois
$649K -$177K -1,278 -21%
WAM
1006
Wallington Asset Management
Indiana
$649K -$32.4K -234 -5%
BCP
1007
Blackhawk Capital Partners
Wisconsin
$645K – – –
HBT
1008
Hills Bank & Trust
Iowa
$645K +$122K +877 +23%
Kovitz Investment Group Partners
1009
Kovitz Investment Group Partners
Illinois
$645K +$130K +938 +25%
SAM
1010
Silvercrest Asset Management
New York
$641K -$198K -1,425 -24%
CT
1011
Chicago Trust
Illinois
$641K -$6.25K -45 -1%
GC
1012
Grimes & Company
Massachusetts
$641K +$35.1K +253 +6%
MBTD
1013
Mechanics Bank - Trust Department
California
$639K – – –
PTC
1014
Private Trust Company
Ohio
$638K -$109K -790 -15%
RCAG
1015
Rehmann Capital Advisory Group
Michigan
$638K +$638K +4,596 New
VC
1016
Veracity Capital
Georgia
$637K -$34.9K -252 -5%
IEFM
1017
IQ EQ Fund Management
Ireland
$637K – – –
SM
1018
Sciencast Management
New Jersey
$637K +$637K +4,450 New
PWLP
1019
Prio Wealth Limited Partnership
Massachusetts
$635K -$48.5K -350 -7%
JIC
1020
Joel Isaacson & Co
New York
$634K -$154K -1,106 -19%
AA
1021
Argent Advisors
Louisiana
$634K -$4.16K -30 -0.7%
CA
1022
Commerzbank Aktiengesellschaft
Germany
$631K -$2.45M -17,644 -80%
HR
1023
Howe & Rusling
New York
$631K -$2.91K -21 -0.5%
FMLI
1024
Fukoku Mutual Life Insurance
Japan
$630K -$41.6K -300 -6%
PIP
1025
Peachtree Investment Partners
Florida
$625K -$40.6K -293 -6%
39 40
41
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