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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 %
CWAG
1276
Compton Wealth Advisory Group
Virginia
$419K +$30.8K +188 +8%
PWPS
1277
Pinnacle Wealth Planning Services
Ohio
$417K -$38.9K -237 -9%
HIM
1278
Hotaling Investment Management
Pennsylvania
$416K +$11K +67 +3%
EFSCE
1279
Enterprise Financial Services Corp (EFSC)
Missouri
$414K +$10K +61 +2%
PFA
1280
Pure Financial Advisors
California
$412K +$1.31K +8 +0.3%
SSWM
1281
Sheets Smith Wealth Management
North Carolina
$411K +$164 +1 +0%
IA
1282
IndexIQ Advisors
New York
$411K +$363K +2,208 +754%
CS
1283
Cannell & Spears
New York
$410K -$82.2K -500 -17%
WIC
1284
Wilkins Investment Counsel
Massachusetts
$410K -$16.4K -100 -4%
HW
1285
Hedeker Wealth
Illinois
$410K – – –
CAM
1286
Close Asset Management
United Kingdom
$409K -$19.5K -119 -5%
RHJA
1287
Rice Hall James & Associates
California
$409K – – –
BHBT
1288
Burke & Herbert Bank & Trust
Virginia
$409K – – –
BCM
1289
BTR Capital Management
California
$407K -$4.11K -25 -1%
ACI
1290
Alpha Cubed Investments
California
$406K -$10.5K -64 -3%
BCM
1291
Buckhead Capital Management
Georgia
$402K +$402K +2,446 New
ALAM
1292
Asahi Life Asset Management
Japan
$401K -$614K -3,745 -61%
OWA
1293
One Wealth Advisors
California
$399K -$38K -232 -9%
MCM
1294
McRae Capital Management
New Jersey
$398K -$6.9K -42 -2%
VCM
1295
Vivaldi Capital Management
Illinois
$398K +$398K +2,611 New
AW
1296
Alpha Windward
Massachusetts
$397K -$35.1K -214 -8%
RVPG
1297
Relative Value Partners Group
$397K – – –
FAM
1298
Formidable Asset Management
Ohio
$395K +$36.3K +221 +10%
CIM
1299
Confluence Investment Management
Missouri
$394K – – –
UTC
1300
Unified Trust Company
Kentucky
$394K – – –
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