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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 %
AP
1326
Advisors Preferred
Maryland
$371K +$150K +1,016 +68%
WIC
1327
Wilkins Investment Counsel
Massachusetts
$370K – – –
HW
1328
Hedeker Wealth
Illinois
$370K – – –
CAM
1329
Close Asset Management
United Kingdom
$369K – – –
RHJA
1330
Rice Hall James & Associates
California
$369K – – –
CS
1331
Cannell & Spears
New York
$369K – – –
BHBT
1332
Burke & Herbert Bank & Trust
Virginia
$369K – – –
WAS
1333
Wesleyan Assurance Society
United Kingdom
$369K +$369K +2,500 New
GG
1334
Gleason Group
Kentucky
$368K -$30.5K -206 -8%
AII
1335
AGF Investments Inc
Ontario, Canada
$368K +$72.6K +490 +25%
BCM
1336
BTR Capital Management
California
$367K – – –
WA
1337
Wealth Alliance
New York
$363K +$14.2K +96 +4%
MCM
1338
McRae Capital Management
New Jersey
$359K – – –
JF
1339
JSF Financial
California
$359K +$52.5K +354 +17%
IIC
1340
Ironwood Investment Counsel
Arizona
$358K +$5.17K +35 +1%
FAM
1341
Formidable Asset Management
Ohio
$356K – – –
CIM
1342
Confluence Investment Management
Missouri
$355K – – –
IRAG
1343
Investment Research & Advisory Group
Georgia
$355K – – –
LWM
1344
Lyell Wealth Management
California
$355K +$42.4K +286 +14%
TH
1345
TCTC Holdings
Texas
$354K – – –
NSAM
1346
North Star Asset Management
Wisconsin
$352K – – –
CCA
1347
Cobblestone Capital Advisors
New York
$351K – – –
LCP
1348
Legacy Capital Partners
Wisconsin
$350K – – –
WAG
1349
Winthrop Advisory Group
Massachusetts
$349K +$295 +2 +0.1%
PIMG
1350
Patriot Investment Management Group
Tennessee
$349K +$13.6K +92 +4%
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