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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 %
LCP
1276
Legacy Capital Partners
Wisconsin
$324K +$6.94K +50 +2%
JA
1277
JOYN Advisors
Georgia
$323K -$1.53K -11 -0.5%
SBWM
1278
Sunflower Bank Wealth Management
Arizona
$322K -$4.86K -35 -1%
DWA
1279
Divergent Wealth Advisors
Utah
$322K – – –
OMC
1280
Old Mission Capital
Illinois
$322K +$322K +2,318 New
CIP
1281
Convergence Investment Partners
Florida
$320K -$22.4K -161 -7%
LCM
1282
Liberty Capital Management
Michigan
$319K – – –
RTC
1283
Riverview Trust Company
Washington
$318K +$6.93K +50 +2%
PCP
1284
Proficio Capital Partners
Massachusetts
$318K +$318K +1,995 New
AWM
1285
Atticus Wealth Management
Florida
$317K – – –
BG
1286
Berry Group
Massachusetts
$315K -$471K -3,399 -60%
CCA
1287
Cobblestone Capital Advisors
New York
$315K -$13.9K -100 -4%
DDPIC
1288
Deroy & Devereaux Private Investment Counsel
Michigan
$315K – – –
SAM
1289
SP Asset Management
California
$314K +$1.67K +12 +0.5%
LP
1290
LGL Partners
Pennsylvania
$313K – – –
B
1291
Bridgeworth
Alabama
$311K +$85.9K +619 +38%
RWM
1292
Ritholtz Wealth Management
New York
$308K +$308K +2,219 New
AII
1293
AGF Investments Inc
Ontario, Canada
$308K +$308K +2,222 New
PIMG
1294
Patriot Investment Management Group
Tennessee
$307K -$73.8K -533 -19%
MCM
1295
Manchester Capital Management
Vermont
$307K – – –
LWM
1296
Lyell Wealth Management
California
$307K – – –
ESBC
1297
E.S. Barr & Co
Kentucky
$307K – – –
FIM
1298
Fruth Investment Management
Texas
$305K – – –
NA
1299
Navellier & Associates
Nevada
$305K +$27.7K +200 +10%
FNBOH
1300
First National Bank of Hutchinson
Kansas
$304K -$3.33K -24 -1%
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