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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 %
PGAM
1501
Princeton Global Asset Management
New Jersey
$163K +$10.7K +77 +7%
RMC
1502
Resources Management Corp
Connecticut
$160K – – –
TC
1503
Trust Company
Kansas
$158K – – –
LWM
1504
Liberty Wealth Management
California
$157K +$7.06K +51 +5%
TFO
1505
Tarbox Family Office
California
$157K +$10.4K +75 +7%
PO
1506
Private Ocean
California
$156K +$10.2K +74 +7%
CCM
1507
Cribstone Capital Management
Maine
$155K -$21.8K -157 -12%
SFSIG
1508
San Francisco Sentry Investment Group
California
$154K -$35K -252 -19%
CFO
1509
CVA Family Office
Colorado
$153K -$443K -3,200 -74%
CBT
1510
Central Bank & Trust
Kentucky
$152K -$6.24K -45 -4%
LFG
1511
Larson Financial Group
Missouri
$145K – – –
FCB
1512
First Command Bank
Texas
$144K – – –
FCFS
1513
First Command Financial Services
Texas
$144K – – –
GWMIA
1514
Global Wealth Management Investment Advisory
Florida
$143K +$14.3K +103 +11%
PCIA
1515
Prime Capital Investment Advisors
Kansas
$142K -$31.8K -229 -18%
MCA
1516
Mercer Capital Advisers
New Jersey
$139K – – –
CT
1517
Clearstead Trust
Maine
$139K – – –
BWP
1518
Baldwin Wealth Partners
Massachusetts
$138K -$56.6K -407 -29%
CAM
1519
Cacti Asset Management
Georgia
$138K – – –
GWS
1520
Glassman Wealth Services
Virginia
$136K +$10.6K +76 +8%
VCP
1521
Verus Capital Partners
Arizona
$135K -$79.7K -573 -37%
PCM
1522
Prelude Capital Management
New York
$130K -$1.47M -10,609 -92%
FWM
1523
FSA Wealth Management
Massachusetts
$130K -$37.3K -270 -22%
HI
1524
Hudock Inc
Pennsylvania
$130K +$138 +1 +0.1%
TFGT
1525
TS Financial Group (TSFG)
Illinois
$130K +$415 +3 +0.3%
59 60
61
62 63