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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 %
PPW
1376
Parcion Private Wealth
Washington
$258K +$4.16K +30 +2%
LPIC
1377
LeJeune Puetz Investment Counsel
Michigan
$257K – – –
SCA
1378
Stonebridge Capital Advisors
Minnesota
$256K -$6.12K -44 -2%
CWM
1379
Cabot Wealth Management
Massachusetts
$255K – – –
PG
1380
Patten Group
Tennessee
$255K +$33.3K +240 +15%
JF
1381
JSF Financial
California
$255K +$255K +1,835 New
MVA
1382
Mount Vernon Associates
Maryland
$253K – – –
BRC
1383
Bell Rock Capital
Delaware
$252K +$970 +7 +0.4%
BIA
1384
BHK Investment Advisors
Alabama
$251K +$834 +6 +0.3%
TTWM
1385
TCV Trust & Wealth Management
Virginia
$250K -$122K -875 -33%
FCA
1386
FinTrust Capital Advisors
South Carolina
$250K – – –
AF
1387
Affiance Financial
Minnesota
$250K – – –
GC
1388
Gilbert & Cook
Iowa
$250K +$7.62K +55 +3%
BDF
1389
Black Diamond Financial
Maryland
$250K +$250K +1,799 New
ZF
1390
Zhang Financial
Michigan
$250K +$250K +1,800 New
GIA
1391
Guyasuta Investment Advisors
Pennsylvania
$250K +$250K +1,800 New
C
1392
Certuity
Florida
$249K -$44.4K -321 -15%
CL
1393
Choreo LLC
Illinois
$249K -$33K -238 -12%
VWA
1394
V Wealth Advisors
Kansas
$248K -$12.1K -87 -5%
CG
1395
Corundum Group
Colorado
$247K -$19.3K -139 -7%
SWA
1396
Sutton Wealth Advisors
Florida
$246K +$18.5K +133 +8%
GFS
1397
GYL Financial Synergies
Connecticut
$246K -$1.52K -11 -0.6%
WCM
1398
Wallace Capital Management
Texas
$245K – – –
IRC
1399
Investors Research Corp
Georgia
$245K – – –
WIA
1400
Westbourne Investment Advisors
Maryland
$244K – – –
54 55
56
57 58