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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 %
WA
1026
Wheatland Advisors
Pennsylvania
$623K -$721K -5,199 -54%
MSWMA
1027
Market Street Wealth Management Advisors
Indiana
$623K -$118K -848 -16%
LFAS
1028
Level Four Advisory Services
Texas
$623K -$51.8K -373 -8%
BMC
1029
Beaton Management Company
Massachusetts
$623K – – –
CCG
1030
Chatham Capital Group
Georgia
$623K – – –
BRM
1031
Boston Research & Management
Massachusetts
$620K – – –
DLA
1032
Douglas Lane & Associates
New York
$618K -$168K -1,215 -21%
BFM
1033
Boston Financial Management
Massachusetts
$616K +$10.4K +75 +2%
LWCFA
1034
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$615K -$33.3K -240 -5%
HIM
1035
Hillsdale Investment Management
Ontario, Canada
$615K -$2.5K -18 -0.4%
SSWM
1036
Smith Salley Wealth Management
North Carolina
$611K +$28.3K +204 +5%
CS
1037
Capital Square
Tennessee
$610K -$29.6K -213 -5%
CPA
1038
Clear Perspective Advisors
Illinois
$608K -$6.94K -50 -1%
CCM
1039
Carlson Capital Management
Minnesota
$607K -$20.4K -125 -3%
HP
1040
HT Partners
Connecticut
$606K – – –
SCA
1041
Snowden Capital Advisors
New York
$606K +$342K +2,462 +129%
RG
1042
Rikoon Group
New Mexico
$605K +$139 +1 +0%
PIG
1043
Pantheon Investment Group
California
$603K +$129K +926 +27%
FWM
1044
Frontier Wealth Management
Missouri
$602K +$116K +837 +24%
FMTC
1045
Farmers & Merchants Trust Company
California
$599K -$41.6K -300 -7%
FNBTCON
1046
First National Bank & Trust Co of Newtown
Pennsylvania
$597K – – –
GDP
1047
Great Diamond Partners
Maine
$595K – – –
CFS
1048
CRA Financial Services
New Jersey
$591K +$30.1K +217 +5%
KMWM
1049
Keudell/Morrison Wealth Management
Oregon
$589K +$72.4K +522 +14%
HCM
1050
Howland Capital Management
Massachusetts
$586K -$38K -274 -6%
40 41
42
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