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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 %
RWB
1576
RMR Wealth Builders
New Jersey
$207K +$207K +1,399 New
KP
1577
Keel Point
Alabama
$207K +$207K +1,399 New
CCM
1578
Copeland Capital Management
Pennsylvania
$205K – – –
CBFP
1579
Cedar Brook Financial Partners
Ohio
$205K +$205K +1,383 New
CPA
1580
Court Place Advisors
Maryland
$202K – – –
PWAG
1581
Polaris Wealth Advisory Group
California
$202K – – –
SAM
1582
Summit Asset Management
Tennessee
$202K +$202K +1,363 New
WCFA
1583
Walkner Condon Financial Advisors
Wisconsin
$202K +$202K +1,364 New
WPP
1584
Whalerock Point Partners
Rhode Island
$202K -$1.16M -1,162 -85%
CB
1585
Cadence Bank
Mississippi
$201K -$2.37K -16 -1%
WA1
1586
Wimmer Associates 1
California
$201K +$201K +1,355 New
HCP
1587
Hexagon Capital Partners
Arkansas
$201K +$201K +1,530 New
GCM
1588
Gables Capital Management
Florida
$200K – – –
APW
1589
Acima Private Wealth
Virginia
$194K – – –
MSFP
1590
Mark Sheptoff Financial Planning
Connecticut
$192K -$14.8K -100 -7%
SMG
1591
Spectrum Management Group
Indiana
$190K +$61.3K +414 +48%
PMFA
1592
Plante Moran Financial Advisors
Michigan
$186K – – –
AF
1593
Allworth Financial
California
$174K -$36.9K -249 -17%
CCM
1594
CAAS Capital Management
New York
$174K +$174K +1,176 New
TFO
1595
Tarbox Family Office
California
$173K +$148 +1 +0.1%
PO
1596
Private Ocean
California
$172K +$4.44K +30 +3%
EI
1597
Ellevest Inc
New York
$172K +$8.01K +54 +5%
LWM
1598
Liberty Wealth Management
California
$168K -$444 -3 -0.3%
TC
1599
Trust Company
Kansas
$168K – – –
KTC
1600
Kistler-Tiffany Companies
Pennsylvania
$168K – – –
62 63
64
65 66