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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 %
PAA
1051
Peregrine Asset Advisers
Oregon
$586K +$586K +4,222 New
NL
1052
NVWM LLC
Pennsylvania
$585K +$67.1K +484 +13%
SMM
1053
Stadion Money Management
Georgia
$584K -$61.1K -440 -9%
JWS
1054
Juncture Wealth Strategies
Arizona
$583K -$13.9K -100 -2%
IA
1055
IFP Advisors
Florida
$577K +$26.2K +195 +5%
ECM
1056
Evergreen Capital Management
Washington
$577K +$40.4K +291 +8%
DP
1057
Dearborn Partners
Illinois
$576K +$92.5K +667 +19%
OCG
1058
Opus Capital Group
Ohio
$575K -$47.1K -339 -8%
GP
1059
Girard Partners
Pennsylvania
$572K +$3.32K +24 +0.6%
KPW
1060
Kore Private Wealth
New York
$570K +$64.5K +465 +13%
BMA
1061
Brooks Moore & Associates
Tennessee
$568K -$79.6K -574 -12%
ISB
1062
Iowa State Bank
Iowa
$568K – – –
FBFS
1063
First Business Financial Services
Wisconsin
$566K -$12.9K -93 -2%
SGK
1064
Steigerwald Gordon & Koch
Virginia
$566K +$108K +778 +24%
EWM
1065
Endurance Wealth Management
Rhode Island
$565K – – –
BFIC
1066
Bedell Frazier Investment Counselling
California
$559K – – –
WP
1067
WMS Partners
Maryland
$558K -$25.6K -185 -4%
TC
1068
TAP Consulting
Missouri
$558K – – –
SAM
1069
Sawgrass Asset Management
Florida
$558K – – –
OPS
1070
Orion Portfolio Solutions
Nebraska
$558K +$97.9K +706 +21%
KA
1071
Kovack Advisors
Florida
$556K +$20.4K +147 +4%
BMM
1072
Buffington Mohr McNeal
Idaho
$556K +$225K +1,620 +68%
JGUA
1073
John G. Ullman & Associates
New York
$555K -$20.8K -150 -4%
MMHP
1074
Murphy Middleton Hinkle & Parker
Georgia
$555K +$277 +2 +0%
CB
1075
Community Bank
New York
$554K – – –
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