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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 %
EP
1226
Eudaimonia Partners
Tennessee
$479K -$16.4K -100 -3%
ACM
1227
Advisors Capital Management
New Jersey
$479K +$19.5K +119 +4%
SSB
1228
Sandy Spring Bank
Maryland
$478K +$200K +1,216 +72%
MCM
1229
Marathon Capital Management
Maryland
$476K – – –
VWA
1230
Visionary Wealth Advisors
Illinois
$475K -$21.5K -131 -4%
EH
1231
Equitable Holdings
New York
$473K +$36.9K +225 +8%
GC
1232
Garde Capital
Washington
$470K – – –
AIS
1233
American Investment Services
Massachusetts
$468K -$8.21K -50 -2%
SIM
1234
Sadoff Investment Management
Wisconsin
$468K – – –
DAM
1235
Doheny Asset Management
California
$468K – – –
AOWM
1236
Alpha Omega Wealth Management
Virginia
$467K -$8.2K -50 -2%
NB
1237
Nicolet Bankshares
Wisconsin
$466K – – –
HCM
1238
Hodges Capital Management
Texas
$462K – – –
RFA
1239
Reilly Financial Advisors
California
$462K +$13.9K +85 +3%
KC
1240
Kingfisher Capital
North Carolina
$460K – – –
FHA
1241
Flagship Harbor Advisors
Massachusetts
$459K +$37K +226 +9%
MCM
1242
Mengis Capital Management
Oregon
$457K +$1.48K +9 +0.3%
TAM
1243
Townsend Asset Management
North Carolina
$456K +$16.4K +100 +4%
RIG
1244
Roosevelt Investment Group
New York
$456K +$36.9K +225 +9%
BAS
1245
Brown Advisory Securities
Maryland
$455K -$84K -512 -16%
PFS
1246
Physicians Financial Services
North Carolina
$454K – – –
FFG
1247
Frisch Financial Group
New York
$454K +$1.31K +8 +0.3%
AWM
1248
Altavista Wealth Management
North Carolina
$451K – – –
AF
1249
Advisornet Financial
Minnesota
$449K -$32.8K -200 -7%
TAM
1250
Taurus Asset Management
New York
$447K – – –
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