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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 %
MIC
1351
Means Investment Company
Maine
$347K -$451 -3 -0.1%
LWM
1352
Lyell Wealth Management
California
$346K -$16.4K -100 -5%
NA
1353
Navellier & Associates
Nevada
$345K -$16.4K -100 -5%
MWM
1354
Modera Wealth Management
New Jersey
$345K -$13.6K -83 -4%
CC
1355
Cannell & Co
New York
$345K – – –
MIM
1356
Marco Investment Management
Georgia
$345K – – –
JCM
1357
JS Capital Management
New York
$345K +$345K +2,100 New
PAA
1358
Peregrine Asset Advisers
Oregon
$343K -$350K -2,132 -50%
MRCM
1359
M&R Capital Management
New Jersey
$343K -$16.4K -100 -5%
TWP
1360
Tempus Wealth Planning
California
$343K – – –
SIG
1361
Sargent Investment Group
Maryland
$343K +$79.3K +485 +30%
PVWM
1362
Point View Wealth Management
New Jersey
$342K -$14.4K -88 -4%
RIA
1363
Realta Investment Advisors
Delaware
$342K +$342K +2,084 New
AAS
1364
Annex Advisory Services
Wisconsin
$341K +$328 +2 +0.1%
PWP
1365
Private Wealth Partners
California
$340K – – –
JF
1366
JSF Financial
California
$340K +$38.5K +234 +13%
LA
1367
LexAurum Advisors
Kansas
$339K -$20.7K -126 -6%
AIA
1368
Alera Investment Advisors
Illinois
$339K – – –
MLFP
1369
MPS Loria Financial Planners
Illinois
$338K +$329 +2 +0.1%
SB
1370
Strategic Blueprint
Georgia
$337K +$337K +2,053 New
EVM
1371
Evelyn V. Moreno
$336K – – –
SRC
1372
Sage Rhino Capital
California
$336K +$19.4K +118 +6%
CFA
1373
CWS Financial Advisors
Michigan
$336K +$68.7K +418 +26%
AIM
1374
Aspen Investment Management
Michigan
$333K +$333K +2,027 New
PWMAG
1375
Pinnacle Wealth Management Advisory Group
New Jersey
$332K – – –
53 54
55
56 57