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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 %
FCA
1451
FLC Capital Advisors
California
$219K +$219K +1,540 New
AC
1452
Asio Capital
Kentucky
$219K +$219K +1,576 New
ACA
1453
Anchor Capital Advisors
Massachusetts
$218K -$4.17K -30 -2%
APG
1454
Abacus Planning Group
South Carolina
$218K – – –
MIM
1455
Miller Investment Management
Pennsylvania
$217K – – –
IA
1456
Independence Advisors
Pennsylvania
$216K – – –
FPS
1457
Fieldpoint Private Securities
Connecticut
$216K +$7.77K +56 +4%
WWM
1458
Willingdon Wealth Management
North Carolina
$215K -$17.4K -125 -7%
FNBSF
1459
First National Bank Sioux Falls
South Dakota
$215K – – –
MW
1460
Marcum Wealth
Ohio
$215K +$1.39K +10 +0.6%
ADL
1461
Asset Dedication LLC
California
$215K +$95.4K +681 +80%
CWM
1462
Calamos Wealth Management
Illinois
$215K +$215K +1,551 New
AA
1463
Advisory Alpha
Michigan
$214K +$22.6K +141 +12%
CAGAS
1464
Capital Advisory Group Advisory Services
Minnesota
$214K -$27.9K -200 -12%
CFA
1465
CWS Financial Advisors
Michigan
$214K – – –
ICM
1466
IMS Capital Management
Oregon
$214K +$214K +1,541 New
HIA
1467
Harbor Investment Advisory
Maryland
$213K – – –
PP
1468
PDS Planning
Ohio
$213K +$7.22K +52 +4%
DAC
1469
Dividend Assets Capital
South Carolina
$212K – – –
BCP
1470
Blue Chip Partners
Michigan
$209K -$146K -1,052 -41%
NDSI
1471
Newman Dignan & Sheerar Inc
Rhode Island
$209K +$209K +1,380 New
AWM
1472
Alterna Wealth Management
Texas
$209K +$209K +1,509 New
PI
1473
PineBridge Investments
New York
$208K -$20.7M -149,184 -99%
NF
1474
Nikulski Financial
Iowa
$208K – – –
FMP
1475
Financial Management Professionals
Texas
$208K – – –
57 58
59
60 61