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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 %
LGWM
1751
Litman Gregory Wealth Management
California
$8K +$4.3K +29 +116%
ST
1752
Sageworth Trust
Pennsylvania
$7K -$140 -1 -2%
CPW
1753
Catalyst Private Wealth
California
$5K +$5K +34 New
TF
1754
TimeScale Financial
Massachusetts
$4K -$18K -135 -82%
SJIM
1755
St. Johns Investment Management
Florida
$4K – – –
HS
1756
Horan Securities
United States
$4K +$4K +30 New
JWM
1757
Janiczek Wealth Management
Colorado
$3K +$3K +18 New
TFA
1758
Transamerica Financial Advisors
Florida
$2K -$1.56M -10,928 -100%
IAS
1759
IMA Advisory Services
Colorado
$2K +$2K +13 New
TFM
1760
TFC Financial Management
Massachusetts
$2K +$2K +15 New
BHB
1761
Bank Hapoalim BM
Israel
$1.62K -$30 -200 -2%
BWL
1762
Bogart Wealth LLC
Virginia
$1K – – –
BCM
1763
Bourgeon Capital Management
Connecticut
$1K +$1K +5 New
SXL
1764
Summit X LLC
Missouri
$592 +$592 +425 New
Koshinski Asset Management
1765
Koshinski Asset Management
Illinois
$451 -$11 -68 -2%
CPA
1766
Clear Perspective Advisors
Illinois
$394 +$4 +46 +1%
FCA
1767
FinTrust Capital Advisors
South Carolina
$289 – – –
WIM
1768
Westside Investment Management
California
$82 – – –
CGM
1769
Capital Growth Management
Massachusetts
– -$11.5M -70,000 Closed
SCM
1770
Sio Capital Management
New York
– -$7.54M -45,901 Closed
HT
1771
HAP Trading
New York
– -$7.09M -43,191 Closed
IHAM
1772
Integral Health Asset Management
New York
– -$5.75M -35,000 Closed
IA
1773
Icon Advisers
Colorado
– -$5.19M -31,600 Closed
LP
1774
LMR Partners
United Kingdom
– -$5.07M -30,867 Closed
MPA
1775
Marvin & Palmer Associates
Delaware
– -$4.75M -28,918 Closed
69 70
71
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