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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 %
LC
1551
Lindbrook Capital
California
$222K +$16.7K +102 +8%
SFWA
1552
Summit Financial Wealth Advisors
Louisiana
$221K -$24.6K -145 -10%
WF
1553
WoodTrust Financial
Wisconsin
$221K +$221K +1,347 New
RIM
1554
Redwood Investment Management
Arizona
$221K +$221K +1,349 New
BL
1555
Balentine LLC
Georgia
$220K -$8.05K -49 -4%
AWM
1556
Aberdeen Wealth Management
Illinois
$220K +$220K +1,343 New
TC
1557
Tatro Capital
Kentucky
$219K +$219K +1,334 New
RMAM
1558
Raab & Moskowitz Asset Management
New Jersey
$219K +$219K +1,337 New
WQ
1559
Wealth Quarterback
New Jersey
$218K +$164K +999 +302%
PP
1560
Professional Planning
California
$218K +$218K +1,330 New
PCM
1561
Pennsylvania Capital Management
Pennsylvania
$218K +$218K +1,330 New
MVA
1562
Mount Vernon Associates
Maryland
$217K -$81.9K -500 -27%
SIC
1563
Shoker Investment Counsel
Ohio
$217K +$217K +1,326 New
HWA
1564
HCR Wealth Advisors
California
$217K +$217K +1,329 New
AWM
1565
Affinity Wealth Management
Delaware
$217K +$217K +1,442 New
IA
1566
IFG Advisory
Georgia
$216K -$29.7K -181 -12%
APW
1567
Acima Private Wealth
Virginia
$216K – – –
CCM
1568
Canal Capital Management
Virginia
$216K +$216K +1,318 New
CWM
1569
Cahaba Wealth Management
Georgia
$216K +$216K +1,339 New
NAM
1570
North American Management
Massachusetts
$215K +$215K +1,310 New
HPWM
1571
Highland Private Wealth Management
Washington
$215K +$215K +1,315 New
CAI
1572
Capital Advisors Inc
Oklahoma
$214K +$214K +1,403 New
CWM
1573
Circle Wealth Management
New Jersey
$213K +$213K +1,299 New
WWM
1574
WT Wealth Management
Arizona
$213K +$213K +1,300 New
FUBT
1575
First United Bank & Trust
Maryland
$213K +$213K +1,300 New
61 62
63
64 65