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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 %
AAP
1526
Arax Advisory Partners
Colorado
$235K +$658 +4 +0.3%
PWW
1527
Pettyjohn Wood & White
Virginia
$235K +$235K +1,432 New
FCFC
1528
First Commonwealth Financial Corp
Pennsylvania
$235K +$235K +1,433 New
AF
1529
Allworth Financial
California
$234K – – –
RA
1530
Riverstone Advisors
Texas
$234K +$234K +1,424 New
MC
1531
Montag & Caldwell
Georgia
$233K -$78.8K -480 -25%
ADL
1532
Asset Dedication LLC
California
$233K -$18.7K -114 -7%
ATWA
1533
Arbor Trust Wealth Advisors
Michigan
$233K +$233K +1,417 New
DJSG
1534
D.J. St. Germain
Massachusetts
$232K +$232K +1,416 New
EWA
1535
Exencial Wealth Advisors
Oklahoma
$231K +$231K +1,404 New
OC
1536
Oarsman Capital
Wisconsin
$231K +$231K +1,410 New
MSFP
1537
Mark Sheptoff Financial Planning
Connecticut
$230K +$230K +1,400 New
CMI
1538
Clare Market Investments
Texas
$229K +$229K +1,396 New
GLA
1539
Good Life Advisors
Pennsylvania
$228K -$55.8K -343 -20%
CCM
1540
Copeland Capital Management
Pennsylvania
$227K – – –
TL
1541
TrueWealth LLC
Georgia
$226K – – –
CB
1542
Cadence Bank
Mississippi
$226K +$226K +1,375 New
CL
1543
Choreo LLC
Illinois
$225K -$70.4K -428 -24%
PWAG
1544
Polaris Wealth Advisory Group
California
$225K -$16.3K -100 -7%
CPA
1545
Court Place Advisors
Maryland
$224K -$131K -800 -37%
WPP
1546
Whalerock Point Partners
Rhode Island
$224K +$224K +1,364 New
ACM
1547
Ashford Capital Management
Delaware
$224K +$224K +1,366 New
RI
1548
Rudd International
Florida
$224K +$224K +1,370 New
ESCM
1549
Echo Street Capital Management
New York
$223K +$223K +1,359 New
GCM
1550
Gables Capital Management
Florida
$222K +$5.25K +32 +2%
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