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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 %
PFA
1351
Pinnacle Family Advisors
Missouri
$271K -$48K -346 -15%
CWA
1352
Clarus Wealth Advisors
Arizona
$271K +$4.74K +34 +2%
CC
1353
Cedar Capital
Illinois
$271K +$38K +274 +16%
IMRF
1354
Illinois Municipal Retirement Fund
Illinois
$270K -$317K -2,281 -54%
JGGDR
1355
JGP Global Gestao de Recursos
Brazil
$268K -$298K -2,150 -53%
BCB
1356
Brian C. Broderick
$268K -$17.3K -125 -6%
NCM
1357
Next Capital Management
New York
$268K – – –
SL
1358
Stevard LLC
Illinois
$268K – – –
PWP
1359
Principle Wealth Partners
Connecticut
$267K – – –
ACP
1360
Ashfield Capital Partners
California
$267K – – –
SRC
1361
Sage Rhino Capital
California
$267K +$3.19K +23 +1%
GGI
1362
Godsey & Gibb Inc
Virginia
$266K -$3.46K -25 -1%
FRA
1363
Front Row Advisors
California
$266K +$8.03K +52 +3%
SWA
1364
SFMG Wealth Advisors
Texas
$266K +$266K +1,920 New
RCA
1365
Rowland Carmichael Advisors
Arizona
$265K – – –
AIA
1366
Arbor Investment Advisors
North Carolina
$265K +$139 +1 +0.1%
MC
1367
Montag & Caldwell
Georgia
$264K +$264K +1,900 New
WB
1368
Webster Bank
Connecticut
$263K – – –
FSC
1369
Full Sail Capital
Oklahoma
$261K -$12.7K -83 -5%
OA
1370
Oxbow Advisors
Texas
$261K – – –
PCM
1371
Princeton Capital Management
New Jersey
$261K +$35.7K +228 +16%
SIC
1372
Sigma Investment Counselors
Michigan
$260K – – –
WIC
1373
Whitegate Investment Counselors
New Hampshire
$259K – – –
LWS
1374
Lucia Wealth Services
California
$259K +$93.3K +673 +56%
WA
1375
Wealth Alliance
New York
$259K +$259K +1,867 New
53 54
55
56 57