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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 %
MWM
1101
Mattern Wealth Management
Kansas
$513K +$250K +1,800 +95%
BHTS
1102
Bar Harbor Trust Services
Maine
$511K -$6.11K -44 -1%
PCG
1103
Private Capital Group
Connecticut
$511K +$9.98K +72 +2%
PTP
1104
Platform Technology Partners
New York
$508K +$508K +3,663 New
WHG
1105
Westwood Holdings Group
Texas
$507K – – –
LC
1106
LCNB Corp
Ohio
$507K +$63.6K +459 +14%
DPI
1107
Diversified Portfolios Inc
Michigan
$505K – – –
CWM
1108
Confluence Wealth Management
Oregon
$504K -$3.33K -24 -0.7%
HS
1109
Haafor (Singapore)
Singapore
$500K +$500K +3,604 New
WC
1110
Woodstock Corp
Massachusetts
$499K – – –
AAIM
1111
Asset Advisors Investment Management
Georgia
$499K – – –
TW
1112
Towerpoint Wealth
California
$498K +$2.08K +15 +0.4%
UR
1113
USCA RIA
Texas
$496K -$13.9K -100 -3%
EC
1114
Estate Counselors
Wisconsin
$495K +$495K +3,570 New
BAM
1115
Berkshire Asset Management
Pennsylvania
$493K -$60.3K -435 -11%
BWA
1116
Burt Wealth Advisors
Maryland
$493K -$10.4K -75 -2%
SFO
1117
Stokes Family Office
Louisiana
$493K +$3.33K +24 +0.7%
CYG
1118
Clean Yield Group
Vermont
$486K +$135K +972 +38%
FCBT
1119
First Citizens Bank & Trust
North Carolina
$483K -$7.49K -54 -2%
MJP
1120
Michael J. Puzo
$483K – – –
SIM
1121
Sonora Investment Management
Arizona
$483K – – –
CWM
1122
Cedar Wealth Management
California
$481K -$137K -984 -22%
JGIA
1123
Jackson Grant Investment Advisers
Connecticut
$481K +$2.64K +19 +0.6%
JFGIW
1124
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$481K +$100K +722 +26%
MA
1125
MCF Advisors
Kentucky
$474K – – –
43 44
45
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