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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 %
FA
1426
FC Advisory
Pennsylvania
$233K – – –
SIAP
1427
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$233K – – –
AIM
1428
Axiom Investment Management
New York
$231K -$12.9K -93 -5%
TCM
1429
Tradewinds Capital Management
Washington
$231K – – –
NPPM
1430
North Point Portfolio Managers
Ohio
$231K – – –
SLA
1431
Silver Lake Advisory
Utah
$231K +$416 +3 +0.2%
ZCA
1432
Zeke Capital Advisors
Pennsylvania
$229K -$1.52M -10,968 -87%
CCM
1433
Cox Capital Management
Massachusetts
$229K – – –
LRPA
1434
L. Roy Papp & Associates
Arizona
$228K -$13.8K -100 -6%
CW
1435
CreativeOne Wealth
Kansas
$226K -$4.16K -30 -2%
THWM
1436
Taylor Hoffman Wealth Management
Virginia
$226K – – –
WIP
1437
Wellesley Investment Partners
Massachusetts
$226K – – –
HT
1438
Heritage Trust
Oklahoma
$226K – – –
FPFS
1439
First Personal Financial Services
North Carolina
$225K -$20.8K -150 -8%
HHGA
1440
Halbert Hargrove Global Advisors
California
$225K -$3.05K -22 -1%
ABTD
1441
Arvest Bank Trust Division
Oklahoma
$225K +$225K +1,622 New
PMFA
1442
Plante Moran Financial Advisors
Michigan
$224K -$1.66K -12 -0.7%
SIG
1443
Sargent Investment Group
Maryland
$224K +$224K +1,614 New
WAAG
1444
Wealth Alliance Advisory Group
Kansas
$223K – – –
HIS
1445
Horizon Investment Services
Indiana
$222K -$55.5K -400 -20%
CPIA
1446
Cornell Pochily Investment Advisors
New York
$222K – – –
MIM
1447
Moseley Investment Management
Florida
$222K – – –
TIA
1448
Tiemann Investment Advisors
California
$222K – – –
Qube Research & Technologies (QRT)
1449
Qube Research & Technologies (QRT)
United Kingdom
$222K +$222K +1,603 New
SCM
1450
Silvant Capital Management
Georgia
$220K – – –
56 57
58
59 60