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Eli Lilly
LLY

Overview Fund Activity

1,766 hedge funds and large institutions have $109B invested in Eli Lilly in 2020 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 626 increasing their positions, 666 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,766
Holders Change
+9
Holders Change %
+0.51%
% of All Funds
35.73%
Holding in Top 10
49
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-28.99%
% of All Funds
0.99%
New
139
Increased
626
Reduced
666
Closed
112
Calls
$426M
Puts
$685M
Net Calls
-$259M
Net Calls Change
-$122M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$424M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$245M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$195M
4
PI
Putnam Investments
Massachusetts
+$112M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$87.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$747M
2
Jennison Associates
Jennison Associates
New York
-$516M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$361M
4
BlackRock
BlackRock
New York
-$349M
5
State Street
State Street
Massachusetts
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1276
Marathon Capital Management
Maryland
$414K -$15.2K -103 -4%
KC
1277
Kingfisher Capital
North Carolina
$414K – – –
MCM
1278
Mengis Capital Management
Oregon
$414K +$2.51K +17 +0.6%
LB
1279
Leo Brokerage
Texas
$412K +$412K +2,511 New
BAS
1280
Brown Advisory Securities
Maryland
$411K – – –
LW
1281
Linscomb Wealth
Texas
$411K +$21.5K +145 +6%
PFS
1282
Physicians Financial Services
North Carolina
$410K – – –
CWM
1283
Confluence Wealth Management
Oregon
$409K -$10.3K -92 -2%
GC
1284
Gilbert & Cook
Iowa
$408K +$16.7K +113 +4%
AWM
1285
Altavista Wealth Management
North Carolina
$407K – – –
AF
1286
Advisornet Financial
Minnesota
$406K +$1.48K +10 +0.4%
PMG
1287
ProVise Management Group
Florida
$406K +$136K +922 +51%
TNB
1288
Thomasville National Bank
Georgia
$404K -$123K -830 -23%
FFG
1289
Frisch Financial Group
New York
$403K -$6.97K -47 -2%
TAM
1290
Taurus Asset Management
New York
$403K – – –
BCM
1291
Buckhead Capital Management
Georgia
$401K +$39.2K +265 +11%
TSS
1292
Thomas Story & Son
Indiana
$400K – – –
PFO
1293
Pathstone Family Office
New Jersey
$399K – – –
CGA
1294
Crescent Grove Advisors
Illinois
$398K – – –
RIA
1295
Realta Investment Advisors
Delaware
$398K +$89.9K +608 +29%
SIA
1296
Strategic Investment Advisors
Michigan
$397K +$177K +1,202 +80%
RBFC
1297
Roman Butler Fullerton & Co
Missouri
$395K +$296 +2 +0.1%
MPW
1298
Monterey Private Wealth
California
$394K – – –
DW
1299
Domani Wealth
Pennsylvania
$393K +$133K +900 +51%
PCM
1300
Pointe Capital Management
Michigan
$391K – – –
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