LLY icon

Eli Lilly
LLY

Overview Fund Activity

1,766 hedge funds and large institutions have $109B invested in Eli Lilly in 2020 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 626 increasing their positions, 666 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,766
Holders Change
+9
Holders Change %
+0.51%
% of All Funds
35.73%
Holding in Top 10
49
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-28.99%
% of All Funds
0.99%
New
139
Increased
626
Reduced
666
Closed
112
Calls
$426M
Puts
$685M
Net Calls
-$259M
Net Calls Change
-$122M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$424M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$245M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$195M
4
PI
Putnam Investments
Massachusetts
+$112M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$87.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$747M
2
Jennison Associates
Jennison Associates
New York
-$516M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$361M
4
BlackRock
BlackRock
New York
-$349M
5
State Street
State Street
Massachusetts
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
1501
WealthShield Partners
North Carolina
$242K -$1.92K -13 -0.8%
WIP
1502
Wellesley Investment Partners
Massachusetts
$241K – – –
THWM
1503
Taylor Hoffman Wealth Management
Virginia
$241K – – –
FPFS
1504
First Personal Financial Services
North Carolina
$241K – – –
CG
1505
Corundum Group
Colorado
$241K +$8.75K +59 +4%
ADL
1506
Asset Dedication LLC
California
$241K +$30.5K +206 +14%
LOPW
1507
Live Oak Private Wealth
North Carolina
$240K -$8.89K -60 -4%
NDSI
1508
Newman Dignan & Sheerar Inc
Rhode Island
$240K +$240K +1,622 New
BOTW
1509
Bank of the West
California
$240K +$240K +1,623 New
PCTC
1510
Perkins Coie Trust Company
Washington
$239K -$59.1K -400 -20%
PCMC
1511
Paragon Capital Management (Colorado)
Colorado
$239K -$14.2K -96 -6%
SIC
1512
Sigma Investment Counselors
Michigan
$237K -$40.1K -271 -14%
WCM
1513
Wallace Capital Management
Texas
$237K -$24.7K -167 -9%
MIM
1514
Moseley Investment Management
Florida
$237K – – –
BAM
1515
Barrett Asset Management
New York
$237K – – –
HT
1516
Heritage Trust
Oklahoma
$237K – – –
WAAG
1517
Wealth Alliance Advisory Group
Kansas
$237K – – –
CCM
1518
Cox Capital Management
Massachusetts
$237K – – –
SCM
1519
Silvant Capital Management
Georgia
$235K – – –
KFGK
1520
Keystone Financial Group (Kentucky)
Kentucky
$235K +$44.6K +302 +23%
AIM
1521
Axiom Investment Management
New York
$234K -$13.7K -92 -6%
Financial Engines Advisors
1522
Financial Engines Advisors
California
$234K +$234K +1,580 New
APG
1523
Abacus Planning Group
South Carolina
$233K – – –
AC
1524
Asio Capital
Kentucky
$233K – – –
VFP
1525
Verus Financial Partners
Virginia
$233K +$233K +1,575 New
59 60
61
62 63