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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 %
RDWM
1576
Red Door Wealth Management
Tennessee
$66K +$66K +481 New
EWP
1577
Engrave Wealth Partners
Texas
$64K – – –
CA
1578
Crewe Advisors
Utah
$61K – – –
IWP
1579
IAG Wealth Partners
Wisconsin
$60K – – –
EARNEST Partners
1580
EARNEST Partners
Georgia
$59K – – –
KTC
1581
Kistler-Tiffany Companies
Pennsylvania
$57K – – –
MWM
1582
MBE Wealth Management
Wisconsin
$57K +$57K +416 New
CIA
1583
Cascade Investment Advisors
Oregon
$55.5K – – –
WB
1584
West Bancorporation
Iowa
$54K -$24.9K -180 -32%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1585
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$52K -$116K -842 -69%
HCM
1586
Highlander Capital Management
New Jersey
$50K – – –
MCM
1587
MV Capital Management
Maryland
$50K +$7.99K +58 +19%
MHR
1588
Matthew Hamilton Rosenberg
$48K +$48K +343 New
KFI
1589
Key Financial Inc
Pennsylvania
$48K +$48K +350 New
MF
1590
Manchester Financial
California
$47K -$2.79K -20 -6%
AFM
1591
Abbot Financial Management
Massachusetts
$46K – – –
WQ
1592
Wealth Quarterback
New Jersey
$45.9K -$340K -2,450 -88%
SC
1593
Solstein Capital
California
$44K +$8.41K +61 +24%
DMK
1594
David M. Knott
$42K – – –
MWA
1595
Moser Wealth Advisors
Washington
$42K – – –
ARMC
1596
American Research & Management Company
Massachusetts
$42K – – –
AIS
1597
Accurate Investment Solutions
Pennsylvania
$42K +$139 +1 +0.3%
IA
1598
IndexIQ Advisors
New York
$41K -$140 -1 -0.3%
PK
1599
Pflug Koory
Nebraska
$41K – – –
EIM
1600
Essex Investment Management
Massachusetts
$41K – – –
62 63
64
65 66