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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 %
RG
1701
Retirement Group
California
$43K +$43K +262 New
KC
1702
Knuff & Co
California
$41K – – –
MF
1703
Manchester Financial
California
$39K -$16.5K -100 -30%
CAL
1704
Capital Analysts LLC
Pennsylvania
$39K – – –
SWM
1705
Selective Wealth Management
Virginia
$37K – – –
CAC
1706
Certified Advisory Corp
Florida
$37K +$164 +1 +0.4%
TIM
1707
Tortoise Investment Management
New York
$36K -$60.1K -367 -63%
RIA
1708
RPG Investment Advisory
California
$36K – – –
MPWT
1709
MassMutual Private Wealth & Trust
Connecticut
$35K -$12.7K -77 -27%
AWM
1710
Apollon Wealth Management
South Carolina
$35K +$35K +213 New
CFFP
1711
Center for Financial Planning
Michigan
$33K -$14.7K -89 -31%
MWP
1712
Meridian Wealth Partners
Pennsylvania
$33K -$163 -1 -0.5%
SWM
1713
Sugarloaf Wealth Management
Georgia
$33K – – –
AIM
1714
Arcadia Investment Management
Michigan
$33K – – –
HWM
1715
Holloway Wealth Management
Florida
$33K -$28K – –
HFA
1716
Hoover Financial Advisors
Pennsylvania
$33K +$33K +200 New
Fidelity International
1717
Fidelity International
Bermuda
$32K -$821 -5 -3%
CWC
1718
Carolinas Wealth Consulting
North Carolina
$31K +$31K +187 New
PA
1719
Perennial Advisors
New York
$30K +$30K +185 New
SFPG
1720
Stonebridge Financial Planning Group
Florida
$28K – – –
TF
1721
TimeScale Financial
Massachusetts
$27K +$16.4K +100 +154%
PG
1722
Proffitt & Goodson
Tennessee
$26K – – –
ME
1723
McIlrath & Eck
Washington
$26K +$3.6K +22 +16%
CQS
1724
Credential Qtrade Securities
$25.6K – – –
IFA
1725
Interactive Financial Advisors
Illinois
$25K – – –
67 68
69
70 71