LLY icon

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 %
CWM
1126
Confluence Wealth Management
Oregon
$615K +$19K +116 +3%
RCM
1127
RB Capital Management
Nevada
$614K -$8.71K -53 -1%
DWM
1128
Doyle Wealth Management
Florida
$612K -$163K -993 -21%
IEFM
1129
IQ EQ Fund Management
Ireland
$612K -$141K -862 -19%
CFD
1130
Creative Financial Designs
Indiana
$610K +$475K +2,895 +353%
WMA
1131
Wealth Management Associates
New Jersey
$608K +$132K +803 +28%
MWM
1132
Mattern Wealth Management
Kansas
$607K – – –
LWCFA
1133
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$603K -$126K -765 -17%
WHG
1134
Westwood Holdings Group
Texas
$603K +$2.96K +18 +0.5%
PTP
1135
Platform Technology Partners
New York
$598K -$3.78K -23 -0.6%
DPI
1136
Diversified Portfolios Inc
Michigan
$598K – – –
PIG
1137
Pantheon Investment Group
California
$594K -$116K -708 -16%
TW
1138
Towerpoint Wealth
California
$594K +$4.27K +26 +0.7%
SAM
1139
Shikiar Asset Management
New York
$593K -$477K -2,907 -45%
DI
1140
DFPG Investments
Utah
$593K -$13.3K -80 -2%
SIM
1141
Sonora Investment Management
Arizona
$593K +$20.9K +127 +4%
RWP
1142
RWA Wealth Partners
Massachusetts
$593K +$593K +3,610 New
HB
1143
Horizon Bancorp
Indiana
$592K -$209K -1,269 -26%
WC
1144
Woodstock Corp
Massachusetts
$591K – – –
EWM
1145
Evermay Wealth Management
Virginia
$590K -$49.2K -300 -8%
CC
1146
Cipher Capital
New York
$589K +$589K +3,585 New
LC
1147
LCNB Corp
Ohio
$588K -$12.3K -75 -2%
TNB
1148
Thomasville National Bank
Georgia
$585K -$58K -353 -9%
IWC
1149
Integrated Wealth Concepts
Massachusetts
$585K +$47.5K +289 +9%
BHTS
1150
Bar Harbor Trust Services
Maine
$582K -$21.5K -131 -4%
44 45
46
47 48