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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 %
MC
1826
Montag & Caldwell
Georgia
– -$233K -1,420 Closed
CMI
1827
Clare Market Investments
Texas
– -$229K -1,396 Closed
CL
1828
Choreo LLC
Illinois
– -$225K -1,368 Closed
ACM
1829
Ashford Capital Management
Delaware
– -$224K -1,366 Closed
ESCM
1830
Echo Street Capital Management
New York
– -$223K -1,359 Closed
RIM
1831
Redwood Investment Management
Arizona
– -$221K -1,349 Closed
WF
1832
WoodTrust Financial
Wisconsin
– -$221K -1,347 Closed
AWM
1833
Aberdeen Wealth Management
Illinois
– -$220K -1,343 Closed
CWM
1834
Cahaba Wealth Management
Georgia
– -$216K -1,339 Closed
RMAM
1835
Raab & Moskowitz Asset Management
New Jersey
– -$219K -1,337 Closed
TC
1836
Tatro Capital
Kentucky
– -$219K -1,334 Closed
PP
1837
Professional Planning
California
– -$218K -1,330 Closed
PCM
1838
Pennsylvania Capital Management
Pennsylvania
– -$218K -1,330 Closed
HWA
1839
HCR Wealth Advisors
California
– -$217K -1,329 Closed
SIC
1840
Shoker Investment Counsel
Ohio
– -$217K -1,326 Closed
MVA
1841
Mount Vernon Associates
Maryland
– -$217K -1,324 Closed
CCM
1842
Canal Capital Management
Virginia
– -$216K -1,318 Closed
IA
1843
IFG Advisory
Georgia
– -$216K -1,317 Closed
NAM
1844
North American Management
Massachusetts
– -$215K -1,310 Closed
SFWA
1845
Summit Financial Wealth Advisors
Louisiana
– -$221K -1,305 Closed
WWM
1846
WT Wealth Management
Arizona
– -$213K -1,300 Closed
FUBT
1847
First United Bank & Trust
Maryland
– -$213K -1,300 Closed
CWM
1848
Circle Wealth Management
New Jersey
– -$213K -1,299 Closed
RC
1849
Roundview Capital
New Jersey
– -$211K -1,287 Closed
LF
1850
Lantz Financial
Illinois
– -$211K -1,286 Closed
72 73
74
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