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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 %
LA
1301
LexAurum Advisors
Kansas
$304K – – –
CAW
1302
Cornerstone Advisors (Washington)
Washington
$304K +$124K +894 +69%
MRCM
1303
M&R Capital Management
New Jersey
$303K – – –
FAM
1304
Formidable Asset Management
Ohio
$303K – – –
MWM
1305
Modera Wealth Management
New Jersey
$303K +$3.75K +27 +1%
PVWM
1306
Point View Wealth Management
New Jersey
$301K -$146K -1,053 -33%
KWM
1307
Keebeck Wealth Management
Illinois
$301K -$3.18K -23 -1%
CPA
1308
Court Place Advisors
Maryland
$300K – – –
PAS
1309
Partnervest Advisory Services
California
$300K +$300K +2,165 New
ACP
1310
Aveo Capital Partners
Colorado
$298K -$38.4K -277 -11%
HZ
1311
Hixon Zuercher
Ohio
$298K – – –
NIM
1312
NuWave Investment Management
New Jersey
$298K +$295K +2,122 +9,226%
XS
1313
XR Securities
Illinois
$297K +$297K +2,138 New
AFP
1314
Ausdal Financial Partners
Iowa
$295K -$59.2K -375 -17%
BAM
1315
Brave Asset Management
New Jersey
$295K – – –
IC
1316
Inverness Counsel
New York
$295K – – –
FP
1317
Financial Perspectives
Minnesota
$295K – – –
CC
1318
Cannell & Co
New York
$291K – – –
MIM
1319
Marco Investment Management
Georgia
$291K – – –
AAMC
1320
Asset Allocation & Management Company
Illinois
$291K +$79.3K +572 +37%
TWP
1321
Tempus Wealth Planning
California
$290K -$2.78K -20 -0.9%
PHK
1322
Point72 Hong Kong
Hong Kong
$290K +$18.2K +131 +7%
NFG
1323
Next Financial Group
Texas
$289K -$502K -3,615 -63%
ATFA
1324
All Terrain Financial Advisors
Minnesota
$289K – – –
AAS
1325
Annex Advisory Services
Wisconsin
$288K +$2.5K +18 +0.9%
51 52
53
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