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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 %
CHA
1176
Carmichael Hill & Associates
Maryland
$412K – – –
GLLW
1177
Graves Light Lenhart Wealth
Virginia
$411K +$139 +1 +0%
MWA
1178
Meridian Wealth Advisors
Texas
$410K +$48.5K +350 +13%
B
1179
Bailard
California
$409K -$2.78K -20 -0.7%
1WA
1180
180 Wealth Advisors
Washington
$409K +$409K +2,876 New
AWE
1181
Avidian Wealth Enterprises
Texas
$407K -$21.1K -152 -5%
AF
1182
Advisornet Financial
Minnesota
$407K -$4.85K -35 -1%
CP
1183
Camelot Portfolios
Ohio
$403K +$278 +2 +0.1%
WMA
1184
Wealth Management Associates
New Jersey
$402K +$555 +4 +0.1%
AOWM
1185
Alpha Omega Wealth Management
Virginia
$402K -$1.94K -14 -0.5%
AIS
1186
American Investment Services
Massachusetts
$402K – – –
MCM
1187
Marathon Capital Management
Maryland
$402K – – –
GC
1188
Garde Capital
Washington
$397K -$4.58K -33 -1%
SIM
1189
Sadoff Investment Management
Wisconsin
$395K – – –
NB
1190
Nicolet Bankshares
Wisconsin
$393K – – –
BIAS
1191
Beacon Investment Advisory Services
New Jersey
$392K -$11.1K -80 -3%
AIM
1192
AIA Investment Management
Singapore
$392K +$14.7K +106 +4%
HCM
1193
Hodges Capital Management
Texas
$390K -$125K -904 -24%
SIC
1194
Samalin Investment Counsel
New York
$390K -$13.5K -97 -3%
GIP
1195
Greatmark Investment Partners
Georgia
$389K -$13.9K -100 -3%
ACM
1196
Advisors Capital Management
New Jersey
$388K -$3.46K -25 -0.9%
KC
1197
Kingfisher Capital
North Carolina
$388K – – –
GG
1198
Gleason Group
Kentucky
$385K -$4.85K -35 -1%
PWPS
1199
Pinnacle Wealth Planning Services
Ohio
$385K +$140K +1,011 +57%
MCM
1200
Mengis Capital Management
Oregon
$385K +$385K +2,777 New
46 47
48
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