LLY icon

Eli Lilly
LLY

Overview Fund Activity

1,521 hedge funds and large institutions have $83.1B invested in Eli Lilly in 2019 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 511 increasing their positions, 625 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
+8
Holders Change %
+0.53%
% of All Funds
33.41%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.44%
New
92
Increased
511
Reduced
625
Closed
73
Calls
$457M
Puts
$482M
Net Calls
-$25.8M
Net Calls Change
+$74M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$878M
2
Capital International Investors
Capital International Investors
California
+$581M
3
CG
Carmignac Gestion
France
+$113M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$101M
5
Franklin Resources
Franklin Resources
California
+$85.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$419M
2
Renaissance Technologies
Renaissance Technologies
New York
-$240M
3
APG Asset Management
APG Asset Management
Netherlands
-$208M
4
Ameriprise
Ameriprise
Minnesota
-$191M
5
DZ Bank
DZ Bank
Germany
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPS
1351
Fieldpoint Private Securities
Connecticut
$186K -$7.6K -68 -4%
SWA
1352
Sutton Wealth Advisors
Florida
$185K +$1.23K +11 +0.7%
NB
1353
Nicolet Bankshares
Wisconsin
$184K +$184K +1,646 New
THWM
1354
Taylor Hoffman Wealth Management
Virginia
$182K – – –
SCM
1355
Silvant Capital Management
Georgia
$177K -$38.9K -349 -18%
SIAS
1356
Shine Investment Advisory Services
Colorado
$172K +$14.1K +126 +9%
LC
1357
Lindbrook Capital
California
$170K +$7.6K +68 +5%
FQ
1358
First Quadrant
California
$168K – – –
FMP
1359
Financial Management Professionals
Texas
$168K – – –
OFS
1360
Orrstown Financial Services
Pennsylvania
$167K – – –
PP
1361
PDS Planning
Ohio
$165K -$559 -5 -0.3%
FEG
1362
Financial Enhancement Group
Indiana
$164K +$14K +125 +9%
TL
1363
TrueWealth LLC
Georgia
$163K – – –
HMS
1364
Hanseatic Management Services
New Mexico
$160K -$777K -6,931 -83%
BWP
1365
Baldwin Wealth Partners
Massachusetts
$157K – – –
LF
1366
Lee Financial
Texas
$155K – – –
CCM
1367
Copeland Capital Management
Pennsylvania
$155K – – –
SFSIG
1368
San Francisco Sentry Investment Group
California
$153K -$1.35K -12 -0.9%
TF
1369
TimeScale Financial
Massachusetts
$153K +$7.25K +65 +5%
TCM
1370
Tradewinds Capital Management
Washington
$150K – – –
WPW
1371
Winthrop Partners - WNY
New York
$146K – – –
AF
1372
Allworth Financial
California
$146K +$8.41K +75 +6%
CAW
1373
Cornerstone Advisors (Washington)
Washington
$143K +$1.56K +14 +1%
TFO
1374
Tarbox Family Office
California
$141K – – –
PCIA
1375
Prime Capital Investment Advisors
Kansas
$141K +$141K +1,258 New
53 54
55
56 57