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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 %
FPS
1451
Fieldpoint Private Securities
Connecticut
$283K +$27.6K +168 +11%
OFW
1452
Omnia Family Wealth
Florida
$282K – – –
PCMC
1453
Paragon Capital Management (Colorado)
Colorado
$281K +$493 +3 +0.2%
HHGA
1454
Halbert Hargrove Global Advisors
California
$281K +$15.1K +92 +6%
CAM
1455
Cubic Asset Management
Massachusetts
$280K -$5.74K -35 -2%
MAG
1456
Mayfair Advisory Group
Alabama
$280K +$280K +1,706 New
JCM
1457
Jag Capital Management
Missouri
$279K – – –
PBC
1458
Pavion Blue Capital
California
$279K – – –
MSU
1459
Mizuho Securities USA
New York
$279K +$279K +1,697 New
KF
1460
Krilogy Financial
Missouri
$279K +$279K +1,698 New
HCM
1461
Hollencrest Capital Management
California
$277K +$277K +1,685 New
SFG
1462
SevenBridge Financial Group
Pennsylvania
$276K – – –
FA
1463
FC Advisory
Pennsylvania
$276K – – –
CAM
1464
Cozad Asset Management
Illinois
$276K – – –
LOPW
1465
Live Oak Private Wealth
North Carolina
$276K +$276K +1,679 New
SIAP
1466
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$275K – – –
BSA
1467
Braun Stacey Associates
New York
$275K +$275K +1,675 New
AIM
1468
Axiom Investment Management
New York
$274K – – –
NPPM
1469
North Point Portfolio Managers
Ohio
$274K – – –
SLA
1470
Silver Lake Advisory
Utah
$274K +$492 +3 +0.2%
TCM
1471
Tradewinds Capital Management
Washington
$273K – – –
PCS
1472
Personal CFO Solutions
New Jersey
$271K +$271K +1,648 New
WP
1473
WealthShield Partners
North Carolina
$271K +$271K +1,649 New
HIA
1474
Harbor Investment Advisory
Maryland
$269K +$17.6K +107 +7%
BIAS
1475
Beacon Investment Advisory Services
New Jersey
$268K -$195K -1,191 -42%
57 58
59
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