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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 %
PPCM
1151
Pillar Pacific Capital Management
California
$580K -$67.3K -410 -10%
RWM
1152
Ritholtz Wealth Management
New York
$578K +$214K +1,301 +59%
PCG
1153
Private Capital Group
Connecticut
$577K -$28.8K -175 -5%
CYG
1154
Clean Yield Group
Vermont
$575K – – –
RA
1155
RFG Advisory
Alabama
$573K +$55.5K +338 +11%
JGIA
1156
Jackson Grant Investment Advisers
Connecticut
$572K +$2.46K +15 +0.4%
BWA
1157
Burt Wealth Advisors
Maryland
$571K -$12.3K -75 -2%
ZB
1158
Zions Bancorporation
Utah
$570K +$142K +864 +33%
JFGIW
1159
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$569K -$1.65K -10 -0.3%
SFO
1160
Stokes Family Office
Louisiana
$568K -$14.9K -91 -3%
CCP
1161
Cardan Capital Partners
Colorado
$567K +$25.9K +158 +5%
NAS
1162
Nicolet Advisory Services
Wisconsin
$565K -$46.2K -281 -8%
MFW
1163
Meristem Family Wealth
Minnesota
$560K +$7.72K +47 +1%
AIP
1164
Almanack Investment Partners
Pennsylvania
$560K +$560K +3,412 New
FBA
1165
Front Barnett Associates
Illinois
$559K – – –
V
1166
VeraBank
Texas
$558K – – –
MJP
1167
Michael J. Puzo
$556K -$16.4K -100 -3%
CWM
1168
Calamos Wealth Management
Illinois
$554K +$299K +1,824 +118%
CWM
1169
Cedar Wealth Management
California
$553K -$16.4K -100 -3%
RG
1170
Rikoon Group
New Mexico
$552K -$164K -998 -23%
UAS
1171
United Asset Strategies
New York
$551K +$551K +3,354 New
NQWM
1172
Northwest Quadrant Wealth Management
Oregon
$550K +$2.28K +14 +0.4%
SMFS
1173
Squar Milner Financial Services
California
$548K +$148K +900 +37%
KFP
1174
KMG Fiduciary Partners
Ohio
$546K +$25.8K +157 +5%
BWM
1175
Buckley Wealth Management
Nevada
$545K – – –
45 46
47
48 49