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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 %
APWM
1626
Atlas Private Wealth Management
New York
$22K – – –
HFS
1627
HBC Financial Services
Washington
$22K – – –
PG
1628
Proffitt & Goodson
Tennessee
$22K – – –
BWM
1629
Baystate Wealth Management
Massachusetts
$22K +$136 +1 +0.6%
CAN
1630
Claraphi Advisory Network
United States
$22K +$22K +159 New
FBT
1631
First Bank & Trust
South Dakota
$22K +$22K +160 New
CQS
1632
Credential Qtrade Securities
$21.6K -$55.9K -403 -72%
SSWG
1633
Seven Springs Wealth Group
Tennessee
$21K – – –
FPB
1634
First PREMIER Bank
South Dakota
$21K – – –
BAMG
1635
Brand Asset Management Group
Missouri
$21K – – –
RCA
1636
Ranch Capital Advisors
Florida
$19K -$6.64K -50 -26%
ME
1637
McIlrath & Eck
Washington
$19K – – –
FCM
1638
Firestone Capital Management
Florida
$18K +$18K +127 New
AIC
1639
Archer Investment Corporation
Indiana
$17K – – –
FGAM
1640
Financial Gravity Asset Management
Texas
$15.9K +$6.1K +44 +62%
MLL
1641
Moody Lynn & Lieberson
Massachusetts
$15.7K +$15.7K +113,273 New
NC
1642
NewSquare Capital
Pennsylvania
$15K -$5K -35 -25%
PC
1643
Permanens Capital
New York
$14K -$36.8K -263 -72%
QAM
1644
QCI Asset Management
New York
$14K – – –
SC
1645
Steph & Co
Wisconsin
$14K – – –
AP
1646
Atwood & Palmer
Missouri
$14K – – –
LD
1647
Lipe & Dalton
New York
$14K – – –
WLPWM
1648
Walled Lake Planning & Wealth Management
Illinois
$14K +$2.1K +15 +18%
DCM
1649
Davis Capital Management
Florida
$14K +$14K +100 New
LSA
1650
Lion Street Advisors
Texas
$13K +$13K +92 New
64 65
66
67 68