LLY icon

Eli Lilly
LLY

Overview Fund Activity

1,766 hedge funds and large institutions have $109B invested in Eli Lilly in 2020 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 626 increasing their positions, 666 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,766
Holders Change
+9
Holders Change %
+0.51%
% of All Funds
35.73%
Holding in Top 10
49
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-28.99%
% of All Funds
0.99%
New
139
Increased
626
Reduced
666
Closed
112
Calls
$426M
Puts
$685M
Net Calls
-$259M
Net Calls Change
-$122M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$424M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$245M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$195M
4
PI
Putnam Investments
Massachusetts
+$112M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$87.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$747M
2
Jennison Associates
Jennison Associates
New York
-$516M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$361M
4
BlackRock
BlackRock
New York
-$349M
5
State Street
State Street
Massachusetts
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHTS
1201
Bar Harbor Trust Services
Maine
$509K -$17K -115 -3%
ZB
1202
Zions Bancorporation
Utah
$509K -$4.74K -32 -0.9%
RWM
1203
Ritholtz Wealth Management
New York
$507K -$13.9K -94 -3%
FBA
1204
Front Barnett Associates
Illinois
$504K – – –
WT
1205
Washington Trust
Rhode Island
$504K +$67.3K +455 +15%
V
1206
VeraBank
Texas
$503K – – –
CWM
1207
Cedar Wealth Management
California
$503K +$4.74K +32 +1%
KFP
1208
KMG Fiduciary Partners
Ohio
$502K +$9.92K +67 +2%
LC
1209
LCNB Corp
Ohio
$501K -$29.6K -200 -6%
CWAG
1210
Compton Wealth Advisory Group
Virginia
$498K +$120K +810 +32%
MMHP
1211
Murphy Middleton Hinkle & Parker
Georgia
$496K -$97.5K -658 -16%
NQWM
1212
Northwest Quadrant Wealth Management
Oregon
$496K +$1.9K +13 +0.4%
TA
1213
Trellis Advisors
Washington
$495K +$3.26K +22 +0.7%
MJP
1214
Michael J. Puzo
$494K -$7.4K -50 -1%
RG
1215
Rikoon Group
New Mexico
$492K -$5.48K -37 -1%
AGM
1216
Alpine Global Management
New York
$489K +$489K +3,302 New
FHA
1217
First Horizon Advisors
Tennessee
$487K +$46.7K +316 +11%
BAM
1218
Berkshire Asset Management
Pennsylvania
$486K – – –
KLC
1219
Knowledge Leaders Capital
Colorado
$486K – – –
ACM
1220
Advisors Capital Management
New Jersey
$484K +$51.8K +350 +12%
Bank Julius Baer & Co
1221
Bank Julius Baer & Co
Switzerland
$484K +$140K +942 +40%
PBO
1222
Peoples Bank (Ohio)
Ohio
$481K -$5.92K -40 -1%
1WA
1223
180 Wealth Advisors
Washington
$481K +$45.6K +317 +10%
FGA
1224
Fortis Group Advisors
New Jersey
$476K +$476K +3,221 New
PGCM
1225
Prescott Group Capital Management
Oklahoma
$474K – – –
47 48
49
50 51