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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 %
ER
1201
Enlightenment Research
Florida
$385K +$385K +3,050 New
PFS
1202
Physicians Financial Services
North Carolina
$384K – – –
FFG
1203
Frisch Financial Group
New York
$383K -$54.3K -391 -12%
AWM
1204
Altavista Wealth Management
North Carolina
$381K +$381K +2,750 New
RFA
1205
Reilly Financial Advisors
California
$379K +$278 +2 +0.1%
BOS
1206
Bingham Osborn & Scarborough
California
$379K +$130K +939 +52%
TNBTD
1207
Trustmark National Bank Trust Department
Mississippi
$378K -$7.5K -54 -2%
PCM
1208
Pointe Capital Management
Michigan
$377K – – –
TAM
1209
Taurus Asset Management
New York
$377K – – –
LW
1210
Linscomb Wealth
Texas
$376K – – –
DAM
1211
Doheny Asset Management
California
$375K – – –
TSS
1212
Thomas Story & Son
Indiana
$375K – – –
KWMG
1213
King Wealth Management Group
Florida
$375K – – –
PFO
1214
Pathstone Family Office
New Jersey
$374K +$693 +5 +0.2%
TAM
1215
Townsend Asset Management
North Carolina
$372K -$79.8K -575 -18%
BCM
1216
Becker Capital Management
Oregon
$371K – – –
RBFC
1217
Roman Butler Fullerton & Co
Missouri
$370K +$277 +2 +0.1%
OWA
1218
One Wealth Advisors
California
$370K +$370K +2,665 New
MPW
1219
Monterey Private Wealth
California
$369K -$22K -159 -6%
EH
1220
Equitable Holdings
New York
$368K +$31.2K +225 +9%
CGA
1221
Crescent Grove Advisors
Illinois
$366K -$26.8K -193 -7%
AW
1222
Alpha Windward
Massachusetts
$365K -$8.87K -64 -2%
CIR
1223
Clear Investment Research
Georgia
$364K – – –
UBV
1224
United Bank (Virginia)
Virginia
$363K -$831 -6 -0.2%
BCA
1225
Bay Colony Advisors
Massachusetts
$363K +$118K +848 +48%
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