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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 %
BHBT
1251
Burke & Herbert Bank & Trust
Virginia
$345K – – –
EFSCE
1252
Enterprise Financial Services Corp (EFSC)
Missouri
$342K -$3.89K -28 -1%
MCM
1253
McRae Capital Management
New Jersey
$342K +$47.5K +342 +16%
HIM
1254
Hotaling Investment Management
Pennsylvania
$342K +$342K +2,467 New
SMFS
1255
Squar Milner Financial Services
California
$338K – – –
RVPG
1256
Relative Value Partners Group
$335K – – –
PCTC
1257
Perkins Coie Trust Company
Washington
$335K +$57.6K +416 +21%
CIM
1258
Confluence Investment Management
Missouri
$333K – – –
CT
1259
Columbia Trust
Oregon
$333K +$2.49K +18 +0.8%
CANY
1260
Caxton Associates (New York)
New York
$333K +$333K +2,400 New
UTC
1261
Unified Trust Company
Kentucky
$332K – – –
IRAG
1262
Investment Research & Advisory Group
Georgia
$332K – – –
TH
1263
TCTC Holdings
Texas
$331K -$27.7K -200 -8%
MCM
1264
Monarch Capital Management
Indiana
$329K -$194K -1,400 -37%
TBNY
1265
Trustco Bank (New York)
New York
$329K – – –
APSI
1266
Asset Planning Services Inc
Louisiana
$329K – – –
GWM
1267
Graybill Wealth Management
Illinois
$329K – – –
CWAG
1268
Compton Wealth Advisory Group
Virginia
$328K +$15.7K +113 +5%
PA
1269
Procyon Advisors
Connecticut
$328K +$16.4K +118 +5%
NSAM
1270
North Star Asset Management
Wisconsin
$327K -$175K -1,260 -35%
IIC
1271
Ironwood Investment Counsel
Arizona
$327K – – –
WAG
1272
Winthrop Advisory Group
Massachusetts
$327K +$416 +3 +0.1%
RCA
1273
Resonant Capital Advisors
Wisconsin
$326K -$229K -1,655 -41%
EAM
1274
Evanson Asset Management
California
$326K – – –
AIA
1275
Armor Investment Advisors
North Carolina
$324K – – –
49 50
51
52 53