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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 %
AC
1651
AlphaCore Capital
California
$13K +$13K +95 New
NICM
1652
Neo Ivy Capital Management
New York
$13K +$13K +96 New
WAS
1653
Winch Advisory Services
Wisconsin
$11K – – –
OAM
1654
Optimal Asset Management
California
$10.7K +$5.95K +42,869 +124%
CWM
1655
Cranbrook Wealth Management
Michigan
$10K -$10.1K -70 -50%
TFS
1656
TrustCore Financial Services
Tennessee
$10K – – –
BEI
1657
Benjamin Edwards Inc
Missouri
$10K +$10K +69 New
TF
1658
TimeScale Financial
Massachusetts
$9K -$181K -1,306 -95%
LB
1659
Legacy Bridge
Iowa
$9K – – –
ST
1660
Sageworth Trust
Pennsylvania
$7K – – –
EWA
1661
Evolution Wealth Advisors
Florida
$6K -$7.57K -53 -56%
MIM
1662
Macroview Investment Management
Maryland
$6K – – –
SJIM
1663
St. Johns Investment Management
Florida
$4K +$4K +30 New
AIM
1664
Artemis Investment Management
United Kingdom
$3.73K +$3.73K +26,918 New
FCH
1665
Freestone Capital Holdings
Washington
$3.01K -$172 -1,241 -5%
LGWM
1666
Litman Gregory Wealth Management
California
$3K – – –
SFA
1667
Semmax Financial Advisors
North Carolina
$3K +$3K +25 New
LWM
1668
Lenox Wealth Management
Ohio
$3K +$3K +27 New
TFA
1669
Transamerica Financial Advisors
Florida
$2K -$182 -1 -8%
GC
1670
Globeflex Capital
California
$2K – – –
WAMC
1671
Western Asset Management Company
California
$2K +$2K +10 New
WA
1672
WBH Advisory
Maryland
$2K +$7 +48 +0.3%
APC
1673
Aspire Private Capital
North Carolina
$1K -$45.8K -458 -98%
BWL
1674
Bogart Wealth LLC
Virginia
$1K – – –
Marshall Wace
1675
Marshall Wace
United Kingdom
$1K +$444 +4 +80%
65 66
67
68 69