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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 %
AWM
1401
Aries Wealth Management
Maine
$317K – – –
SL
1402
Stevard LLC
Illinois
$317K – – –
HIS
1403
Horizon Investment Services
Indiana
$317K +$54.1K +329 +21%
TIA
1404
Tiemann Investment Advisors
California
$317K +$54.1K +329 +21%
PWP
1405
Principle Wealth Partners
Connecticut
$316K – – –
GGI
1406
Godsey & Gibb Inc
Virginia
$316K +$820 +5 +0.3%
SBSB
1407
Sullivan, Bruyette, Speros & Blaney
Virginia
$315K -$203K -1,237 -39%
SWA
1408
SFMG Wealth Advisors
Texas
$315K – – –
WIC
1409
Whitegate Investment Counselors
New Hampshire
$315K +$8.06K +49 +3%
PP
1410
Paloma Partners
Connecticut
$313K -$211K -1,289 -40%
FNBOH
1411
First National Bank of Hutchinson
Kansas
$313K -$46.6K -284 -13%
RCA
1412
Rowland Carmichael Advisors
Arizona
$313K – – –
AIA
1413
Arbor Investment Advisors
North Carolina
$313K – – –
FMP
1414
Financial Management Professionals
Texas
$309K +$62.7K +382 +25%
SIC
1415
Sigma Investment Counselors
Michigan
$307K – – –
AFP
1416
Ausdal Financial Partners
Iowa
$307K – – –
LWS
1417
Lucia Wealth Services
California
$307K +$328 +2 +0.1%
LPIC
1418
LeJeune Puetz Investment Counsel
Michigan
$304K – – –
ZF
1419
Zhang Financial
Michigan
$304K +$8.22K +50 +3%
GWM
1420
Greenwich Wealth Management
Connecticut
$303K +$22.5K +137 +8%
CWM
1421
Cabot Wealth Management
Massachusetts
$302K – – –
FEG
1422
Financial Enhancement Group
Indiana
$301K +$60.7K +370 +25%
BRC
1423
Bell Rock Capital
Delaware
$300K +$1.15K +7 +0.4%
CW
1424
CreativeOne Wealth
Kansas
$300K +$32.1K +195 +12%
PMG
1425
ProVise Management Group
Florida
$299K +$299K +1,822 New
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