LLY icon

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 %
REMPR
1476
Roof Eidam Maycock Peralta (REMP)
California
$208K +$208K +1,500 New
NFG
1477
Nadler Financial Group
Illinois
$208K +$208K +1,500 New
SS
1478
Sunbelt Securities
Texas
$207K -$1.74M -12,541 -89%
IA
1479
IFG Advisory
Georgia
$207K +$207K +1,498 New
MPAM
1480
Murphy Pohlad Asset Management
Minnesota
$206K +$206K +1,486 New
UF
1481
Univest Financial
Pennsylvania
$206K +$206K +1,490 New
PWAG
1482
Polaris Wealth Advisory Group
California
$205K -$27.8K -200 -12%
SFWA
1483
Summit Financial Wealth Advisors
Louisiana
$205K – – –
OFS
1484
Orrstown Financial Services
Pennsylvania
$204K – – –
FEG
1485
Financial Enhancement Group
Indiana
$203K – – –
NFGCM
1486
Norman Fields Gottscho Capital Management
New York
$203K +$203K +1,460 New
NCM
1487
Noesis Capital Mangement
Florida
$203K -$27.7K -200 -12%
MSA
1488
Marino Stram & Associates
Massachusetts
$201K -$12.1K -87 -6%
GCMG
1489
Gyroscope Capital Management Group
Florida
$198K -$52.7K -379 -21%
BCA
1490
Berman Capital Advisors
Georgia
$198K +$65.5K +477 +49%
AAP
1491
Arax Advisory Partners
Colorado
$198K +$115K +826 +138%
AF
1492
Allworth Financial
California
$197K -$5.54K -40 -3%
BL
1493
Balentine LLC
Georgia
$193K +$50.9K +366 +36%
CCM
1494
Copeland Capital Management
Pennsylvania
$192K – – –
TL
1495
TrueWealth LLC
Georgia
$191K -$10.8K -78 -5%
EW
1496
Evoke Wealth
California
$182K -$109K -789 -38%
APW
1497
Acima Private Wealth
Virginia
$182K – – –
GCM
1498
Gables Capital Management
Florida
$182K +$12.8K +93 +8%
DWM
1499
Darwin Wealth Management
Florida
$178K +$178K +1,292 New
LC
1500
Lindbrook Capital
California
$174K -$36.5K -263 -17%
58 59
60
61 62