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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 %
CA
1526
Centerpoint Advisors
Massachusetts
$129K – – –
WAP
1527
Wealthcare Advisory Partners
Pennsylvania
$128K +$31.1K +224 +32%
SMG
1528
Spectrum Management Group
Indiana
$122K +$5.82K +42 +5%
TAIM
1529
TD Ameritrade Investment Management
Nebraska
$119K -$38.6K -278 -24%
CFD
1530
Creative Financial Designs
Indiana
$114K -$48.4K -348 -30%
AW
1531
Avion Wealth
Texas
$114K +$114K +824 New
GFPC
1532
Global Financial Private Client
Florida
$114K – – –
GEA
1533
Glen Eagle Advisors
New Jersey
$112K +$3.33K +24 +3%
TRCT
1534
Tower Research Capital (TRC)
New York
$111K -$99.8K -719 -47%
HRC
1535
Hoertkorn Richard Charles
$111K – – –
SAS
1536
Stelac Advisory Services
New York
$110K +$110K +791 New
CDIA
1537
Capital Directions Investment Advisors
Georgia
$109K – – –
KFS
1538
Kelly Financial Services
Massachusetts
$108K – – –
DAM
1539
Delta Asset Management
Tennessee
$104K +$5.42K +39 +6%
LF
1540
Lee Financial
Texas
$103K -$90.6K -650 -47%
PCM
1541
Penserra Capital Management
California
$103K -$20.9K -137 -17%
EIP
1542
Ellis Investment Partners
Pennsylvania
$101K +$18.3K +135 +22%
JFA
1543
JNBA Financial Advisors
Minnesota
$98K -$11.5K -83 -10%
RFM
1544
Royal Fund Management
Florida
$98K -$5.13K -37 -5%
DOA
1545
D'Orazio & Associates
Virginia
$98K +$139 +1 +0.1%
DI
1546
Disciplined Investments
Oklahoma
$97K – – –
EI
1547
Ellevest Inc
New York
$95K +$29.2K +211 +44%
FMTCOCP
1548
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$94K -$22.1K -159 -19%
SBL
1549
Sargent Bickham Lagudis
Colorado
$92K -$30.5K -219 -25%
WCG
1550
Weaver Consulting Group
California
$88K – – –
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