LLY icon

Eli Lilly
LLY

Overview Fund Activity

1,766 hedge funds and large institutions have $109B invested in Eli Lilly in 2020 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 626 increasing their positions, 666 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,766
Holders Change
+9
Holders Change %
+0.51%
% of All Funds
35.73%
Holding in Top 10
49
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-28.99%
% of All Funds
0.99%
New
139
Increased
626
Reduced
666
Closed
112
Calls
$426M
Puts
$685M
Net Calls
-$259M
Net Calls Change
-$122M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$424M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$245M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$195M
4
PI
Putnam Investments
Massachusetts
+$112M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$87.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$747M
2
Jennison Associates
Jennison Associates
New York
-$516M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$361M
4
BlackRock
BlackRock
New York
-$349M
5
State Street
State Street
Massachusetts
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
1401
Evelyn V. Moreno
$303K – – –
DSC
1402
Duncker Streett & Co
Missouri
$302K +$44.5K +300 +17%
LA
1403
LexAurum Advisors
Kansas
$301K -$4.89K -33 -2%
BOS
1404
Bank of Stockton
California
$299K -$262K -1,775 -47%
PVWM
1405
Point View Wealth Management
New Jersey
$299K -$9.93K -67 -3%
PWMAG
1406
Pinnacle Wealth Management Advisory Group
New Jersey
$299K – – –
DMC
1407
Drexel Morgan & Co
Pennsylvania
$297K – – –
UTC
1408
Unified Trust Company
Kentucky
$296K -$59.2K -400 -17%
UIA
1409
UBP Investment Advisors
Switzerland
$296K – – –
VCM
1410
Vivaldi Capital Management
Illinois
$295K -$76.7K -539 -21%
HWM
1411
HighMark Wealth Management
Minnesota
$295K +$1.48K +10 +0.5%
HWA
1412
Heritage Wealth Advisors
Virginia
$294K – – –
MA
1413
MANA Advisors
New York
$293K +$293K +1,980 New
PFA
1414
Pinnacle Family Advisors
Missouri
$292K -$194K -1,312 -40%
CIP
1415
Convergence Investment Partners
Florida
$292K -$59.8K -404 -17%
SRC
1416
Sage Rhino Capital
California
$292K -$11.1K -75 -4%
HFAS
1417
Hummer Financial Advisory Services
Illinois
$292K – – –
BP
1418
BBR Partners
New York
$292K +$292K +1,975 New
CCT
1419
Country Club Trust
Missouri
$291K – – –
IC
1420
Inverness Counsel
New York
$290K – – –
CA
1421
Cornerstone Advisory
Maryland
$289K – – –
RTC
1422
Riverview Trust Company
Washington
$288K -$51.8K -350 -15%
FI
1423
Fosun International
China
$287K – – –
SL
1424
Stevard LLC
Illinois
$286K – – –
AWM
1425
Aries Wealth Management
Maine
$286K – – –
55 56
57
58 59