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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 %
TH
1301
TCTC Holdings
Texas
$392K – – –
IIC
1302
Ironwood Investment Counsel
Arizona
$392K +$4.27K +26 +1%
NSAM
1303
North Star Asset Management
Wisconsin
$391K +$3.29K +20 +0.8%
CIP
1304
Convergence Investment Partners
Florida
$390K +$11.7K +71 +3%
APSI
1305
Asset Planning Services Inc
Louisiana
$389K – – –
TBNY
1306
Trustco Bank (New York)
New York
$389K – – –
GWM
1307
Graybill Wealth Management
Illinois
$389K – – –
IRAG
1308
Investment Research & Advisory Group
Georgia
$389K – – –
LCP
1309
Legacy Capital Partners
Wisconsin
$389K +$5.59K +34 +1%
CCA
1310
Cobblestone Capital Advisors
New York
$389K +$16.4K +100 +4%
RCG
1311
Rock Creek Group
District of Columbia
$389K +$389K +2,371 New
FPCG
1312
Fort Pitt Capital Group
Pennsylvania
$387K -$31.3K -191 -7%
WA
1313
Wealth Alliance
New York
$387K +$80.7K +492 +26%
RCA
1314
Resonant Capital Advisors
Wisconsin
$386K – – –
WAG
1315
Winthrop Advisory Group
Massachusetts
$386K +$490 +3 +0.1%
TAM
1316
Trust Asset Management
Texas
$385K +$385K +2,345 New
SWA
1317
Sutton Wealth Advisors
Florida
$385K +$93.6K +570 +32%
AIA
1318
Armor Investment Advisors
North Carolina
$384K – – –
PCP
1319
Proficio Capital Partners
Massachusetts
$383K +$55.8K +340 +17%
Bank Julius Baer & Co
1320
Bank Julius Baer & Co
Switzerland
$382K -$1.99M -12,137 -84%
DWA
1321
Divergent Wealth Advisors
Utah
$382K – – –
CFSG
1322
Clark Financial Services Group
Missouri
$382K +$382K +1,178 New
FMT
1323
First Mercantile Trust
Tennessee
$379K -$159K -970 -30%
SIC
1324
Samalin Investment Counsel
New York
$379K -$82.4K -502 -18%
CANY
1325
Caxton Associates (New York)
New York
$378K -$16.4K -100 -4%
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