LLY icon

Eli Lilly
LLY

Overview Fund Activity

1,521 hedge funds and large institutions have $83.1B invested in Eli Lilly in 2019 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 511 increasing their positions, 625 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
+8
Holders Change %
+0.53%
% of All Funds
33.41%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.44%
New
92
Increased
511
Reduced
625
Closed
73
Calls
$457M
Puts
$482M
Net Calls
-$25.8M
Net Calls Change
+$74M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$878M
2
Capital International Investors
Capital International Investors
California
+$581M
3
CG
Carmignac Gestion
France
+$113M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$101M
5
Franklin Resources
Franklin Resources
California
+$85.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$419M
2
Renaissance Technologies
Renaissance Technologies
New York
-$240M
3
APG Asset Management
APG Asset Management
Netherlands
-$208M
4
Ameriprise
Ameriprise
Minnesota
-$191M
5
DZ Bank
DZ Bank
Germany
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMA
1151
Wealth Management Associates
New Jersey
$323K +$447 +4 +0.1%
SIM
1152
Sadoff Investment Management
Wisconsin
$319K -$598K -5,340 -65%
DAM
1153
Doheny Asset Management
California
$319K – – –
LWM
1154
Lyell Wealth Management
California
$319K – – –
CIAS
1155
Capital Investment Advisory Services
North Carolina
$317K – – –
BCM
1156
Becker Capital Management
Oregon
$315K -$117K -1,050 -27%
ACM
1157
Advisors Capital Management
New Jersey
$315K +$10.1K +90 +3%
TNBTD
1158
Trustmark National Bank Trust Department
Mississippi
$314K -$360K -3,211 -53%
CAG
1159
Crestwood Advisors Group
Massachusetts
$313K -$79.6K -711 -20%
KC
1160
Kingfisher Capital
North Carolina
$313K – – –
TTWM
1161
TCV Trust & Wealth Management
Virginia
$311K – – –
AW
1162
Alpha Windward
Massachusetts
$311K – – –
PFS
1163
Physicians Financial Services
North Carolina
$310K – – –
LW
1164
Linscomb Wealth
Texas
$309K -$1.34K -12 -0.4%
AWM
1165
Altavista Wealth Management
North Carolina
$308K – – –
FFG
1166
Frisch Financial Group
New York
$306K +$1.01K +9 +0.3%
PCM
1167
Pointe Capital Management
Michigan
$304K -$186K -1,666 -38%
TAM
1168
Taurus Asset Management
New York
$304K – – –
CAM
1169
Close Asset Management
United Kingdom
$303K – – –
NIT
1170
NumerixS Investment Technologies
British Columbia, Canada
$302K -$2M -17,873 -87%
TSS
1171
Thomas Story & Son
Indiana
$302K – – –
SBWM
1172
Sunflower Bank Wealth Management
Arizona
$302K – – –
PCG
1173
Private Capital Group
Connecticut
$302K +$17.6K +157 +6%
ALAM
1174
Asahi Life Asset Management
Japan
$302K +$102K +910 +51%
PFO
1175
Pathstone Family Office
New Jersey
$301K -$442K -3,950 -60%
45 46
47
48 49