LLY icon

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 %
NL
1801
NWAM LLC
Washington
– -$625K -3,806 Closed
RWP
1802
RWA Wealth Partners
Massachusetts
– -$593K -3,610 Closed
MFW
1803
Meristem Family Wealth
Minnesota
– -$560K -3,410 Closed
SMFS
1804
Squar Milner Financial Services
California
– -$548K -3,340 Closed
SRAM
1805
Spouting Rock Asset Management
Pennsylvania
– -$545K -3,321 Closed
HAM
1806
Hammer Asset Management
California
– -$538K -3,280 Closed
JWM
1807
Jupiter Wealth Management
Colorado
– -$501K -3,000 Closed
CP
1808
Camelot Portfolios
Ohio
– -$444K -2,701 Closed
APSI
1809
Asset Planning Services Inc
Louisiana
– -$389K -2,370 Closed
AIA
1810
Armor Investment Advisors
North Carolina
– -$384K -2,337 Closed
WOSD
1811
WFA of San Diego
California
– -$287K -2,186 Closed
JCM
1812
JS Capital Management
New York
– -$345K -2,100 Closed
PAA
1813
Peregrine Asset Advisers
Oregon
– -$343K -2,090 Closed
CWS
1814
Cypress Wealth Services
California
– -$323K -1,968 Closed
CC
1815
Cedar Capital
Illinois
– -$294K -1,788 Closed
QSS
1816
Quantitative Systematic Strategies
Florida
– -$292K -1,780 Closed
ANB
1817
Amarillo National Bank
Texas
– -$287K -1,750 Closed
JCM
1818
Jag Capital Management
Missouri
– -$279K -1,701 Closed
MSU
1819
Mizuho Securities USA
New York
– -$279K -1,697 Closed
HFS
1820
HBC Financial Services
Washington
– -$51K -1,634 Closed
SFSG
1821
Stearns Financial Services Group
North Carolina
– -$265K -1,614 Closed
CPIA
1822
Cornell Pochily Investment Advisors
New York
– -$263K -1,600 Closed
JSL
1823
JT Stratford LLC
Georgia
– -$256K -1,559 Closed
AWM
1824
Affinity Wealth Management
Delaware
– -$217K -1,442 Closed
AIP
1825
Ahrens Investment Partners
Louisiana
– -$236K -1,438 Closed
71 72
73
74 75