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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 %
PWP
1326
Private Wealth Partners
California
$287K – – –
AAMA
1327
Advanced Asset Management Advisors
Ohio
$286K -$8.18K -59 -3%
AIA
1328
Alera Investment Advisors
Illinois
$286K +$8.87K +64 +3%
EVM
1329
Evelyn V. Moreno
$285K -$27.8K -200 -9%
SAM
1330
S.A. Mason
Michigan
$285K – – –
MLFP
1331
MPS Loria Financial Planners
Illinois
$285K +$278 +2 +0.1%
FPCP
1332
Fort Point Capital Partners
California
$283K +$13.9K +100 +5%
WCM
1333
Wedge Capital Management
North Carolina
$282K -$10.1K -73 -3%
FIM
1334
Frontier Investment Management
Texas
$281K +$55.5K +400 +25%
PWMAG
1335
Pinnacle Wealth Management Advisory Group
New Jersey
$280K -$10.7K -77 -4%
RP
1336
Rice Partnership
Hawaii
$280K – – –
NP
1337
NorthRock Partners
Minnesota
$278K -$376K -2,707 -57%
DMC
1338
Drexel Morgan & Co
Pennsylvania
$278K – – –
SLG
1339
Stanley-Laman Group
Pennsylvania
$278K +$278K +2,002 New
UIA
1340
UBP Investment Advisors
Switzerland
$277K +$277K +2,000 New
DSC
1341
Duncker Streett & Co
Missouri
$276K +$139 +1 +0.1%
HWA
1342
Heritage Wealth Advisors
Virginia
$276K – – –
CWM
1343
Cornerstone Wealth Management
Missouri
$275K +$139 +1 +0.1%
HR
1344
Hayden Royal
North Carolina
$274K +$274K +1,977 New
AWM
1345
Aries Wealth Management
Maine
$274K – – –
HFAS
1346
Hummer Financial Advisory Services
Illinois
$274K +$41.6K +300 +18%
HWM
1347
HighMark Wealth Management
Minnesota
$273K +$1.52K +11 +0.6%
CWS
1348
Cypress Wealth Services
California
$273K +$27.9K +201 +11%
FI
1349
Fosun International
China
$272K -$177K -1,280 -39%
CCT
1350
Country Club Trust
Missouri
$272K -$15.3K -111 -5%
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