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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 %
SFG
1076
StrategIQ Financial Group
Indiana
$552K -$39.5K -285 -7%
VRM
1077
Vectors Research Management
New York
$552K – – –
VCM
1078
Vigilant Capital Management
Maine
$550K -$36.3K -262 -6%
DI
1079
DFPG Investments
Utah
$550K -$28.1K -186 -5%
BFO
1080
Biltmore Family Office
North Carolina
$549K -$4.58K -33 -0.8%
MWM
1081
Meridian Wealth Management
Kentucky
$549K +$549K +3,958 New
PPCM
1082
Pillar Pacific Capital Management
California
$547K -$34.7K -250 -6%
BSB
1083
Bangor Savings Bank
Maine
$547K -$14K -101 -3%
MWM
1084
Mission Wealth Management
California
$544K -$6.79K -49 -1%
BFEC
1085
Benjamin F. Edwards & Company
Missouri
$543K -$64.3K -463 -11%
EWM
1086
Evermay Wealth Management
Virginia
$540K -$11.2K -81 -2%
GTAM
1087
Global Trust Asset Management
Florida
$540K +$443K +3,200 +456%
RCM
1088
RB Capital Management
Nevada
$539K +$2.28K +16 +0.4%
TMAM
1089
Tokio Marine Asset Management
Japan
$538K -$95.8K -691 -15%
CAG
1090
Csenge Advisory Group
Florida
$538K +$15K +108 +3%
OC
1091
Oakworth Capital
Alabama
$535K – – –
AS
1092
Altshuler Shaham
Israel
$533K +$517K +3,722 +3,154%
LSAG
1093
Lake Street Advisors Group
New Hampshire
$532K +$155K +1,120 +41%
SWM
1094
SVA Wealth Management
Wisconsin
$530K – – –
HAM
1095
Hammer Asset Management
California
$529K -$1.23M -8,865 -70%
WPA
1096
West Paces Advisors
Georgia
$526K +$53.1K +383 +11%
PG
1097
Pendal Group
Australia
$518K -$292K -2,107 -36%
NAS
1098
Nicolet Advisory Services
Wisconsin
$516K +$77.8K +561 +18%
NQWM
1099
Northwest Quadrant Wealth Management
Oregon
$515K -$29.7K -194 -5%
WG
1100
Welch Group
Alabama
$514K +$216K +1,560 +73%
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