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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 %
CAM
1226
Close Asset Management
United Kingdom
$362K -$20.8K -150 -5%
MIC
1227
Means Investment Company
Maine
$362K +$314 +2 +0.1%
ZB
1228
Zions Bancorporation
Utah
$362K +$210K +1,514 +139%
WIC
1229
Wilkins Investment Counsel
Massachusetts
$361K – – –
JCM
1230
Janney Capital Management
Pennsylvania
$361K +$136K +984 +61%
SSG
1231
Summit Securities Group
New York
$361K +$361K +2,600 New
BS
1232
Banco Santander
Spain
$360K +$27K +195 +8%
HFG
1233
Heron Financial Group
New York
$359K +$15.1K +100 +4%
FHA
1234
Flagship Harbor Advisors
Massachusetts
$357K -$120K -863 -25%
AB
1235
Atlas Brown
Kentucky
$357K – – –
IC
1236
InterOcean Capital
Illinois
$357K – – –
VA
1237
Valmark Advisers
Ohio
$355K +$57.4K +414 +19%
RIG
1238
Roosevelt Investment Group
New York
$354K – – –
FNBOSM
1239
First National Bank of South Miami
Florida
$354K – – –
FPCG
1240
Fort Pitt Capital Group
Pennsylvania
$354K +$52.5K +378 +17%
JIP
1241
Jaffetilchin Investment Partners
Florida
$353K +$84.1K +607 +31%
ACI
1242
Alpha Cubed Investments
California
$352K -$16.9K -122 -5%
SSWM
1243
Sheets Smith Wealth Management
North Carolina
$348K – – –
QPWM
1244
Quadrant Private Wealth Management
Pennsylvania
$348K +$76.4K +550 +28%
PFA
1245
Pure Financial Advisors
California
$347K -$28.3K -204 -8%
BCM
1246
BTR Capital Management
California
$347K -$5.55K -40 -2%
QSS
1247
Quantitative Systematic Strategies
Florida
$347K +$23.6K +170 +7%
HW
1248
Hedeker Wealth
Illinois
$346K – – –
WAS
1249
Wesleyan Assurance Society
United Kingdom
$346K – – –
RHJA
1250
Rice Hall James & Associates
California
$345K – – –
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