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Eli Lilly
LLY

Overview Fund Activity

1,757 hedge funds and large institutions have $122B invested in Eli Lilly in 2020 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 584 increasing their positions, 679 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,757
Holders Change
+80
Holders Change %
+4.77%
% of All Funds
36.12%
Holding in Top 10
69
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.99%
% of All Funds
1.42%
New
177
Increased
584
Reduced
679
Closed
84
Calls
$672M
Puts
$810M
Net Calls
-$137M
Net Calls Change
-$110M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$389M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$339M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$321M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$235M
5
PI
Putnam Investments
Massachusetts
+$210M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.48B
2
Primecap Management
Primecap Management
California
-$379M
3
Jennison Associates
Jennison Associates
New York
-$349M
4
Lilly Endowment
Lilly Endowment
Indiana
-$281M
5
Capital International Investors
Capital International Investors
California
-$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
1001
Wealthspire Advisors (New York)
New York
$810K -$1.11M -6,738 -58%
WTC
1002
WhitTier Trust Company
Nevada
$809K – – –
PNAA
1003
Pictet North America Advisors
Switzerland
$804K – – –
BWM
1004
BCS Wealth Management
Tennessee
$804K – – –
DLA
1005
Douglas Lane & Associates
New York
$799K +$66.9K +407 +9%
BIC
1006
Beach Investment Counsel
Pennsylvania
$798K – – –
SCM
1007
Salem Capital Management
Massachusetts
$795K – – –
RWA
1008
Ropes Wealth Advisors
Massachusetts
$794K -$6.07K -37 -0.8%
WIC
1009
Woodmont Investment Counsel
Tennessee
$793K -$12.3K -75 -2%
FNFDCM
1010
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$792K – – –
EHWM
1011
Eads & Heald Wealth Management
Georgia
$792K +$5.58K +34 +0.7%
WG
1012
Welch Group
Alabama
$789K +$181K +1,102 +30%
DWA
1013
Douglass Winthrop Advisors
New York
$788K -$33.3K -203 -4%
MIP
1014
Marietta Investment Partners
Wisconsin
$788K – – –
BI
1015
Ballast Inc
Kentucky
$787K -$37.1K -226 -5%
CAM
1016
Columbia Asset Management
Michigan
$786K +$3.29K +20 +0.4%
FFN
1017
Focus Financial Network
Minnesota
$786K -$4.11K -25 -0.5%
SFA
1018
Sequoia Financial Advisors
Ohio
$784K -$74.7K -455 -9%
ZCM
1019
Ziegler Capital Management
Illinois
$783K +$328 +2 +0%
PG
1020
Pendal Group
Australia
$780K +$167K +1,018 +27%
AWM
1021
Avior Wealth Management
Nebraska
$778K -$21.2K -129 -3%
FAIM
1022
Financial Advocates Investment Management
Washington
$775K +$985 +6 +0.1%
TNBTD
1023
Trustmark National Bank Trust Department
Mississippi
$774K +$327K +1,993 +73%
MIAS
1024
Mason Investment Advisory Services
Virginia
$773K – – –
GHAM
1025
Gilman Hill Asset Management
Connecticut
$772K -$8.21K -50 -1%
39 40
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