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Eli Lilly
LLY

Overview Fund Activity

1,428 hedge funds and large institutions have $88.7B invested in Eli Lilly in 2018 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 425 increasing their positions, 539 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,428
Holders Change
+63
Holders Change %
+4.62%
% of All Funds
32.7%
Holding in Top 10
36
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+56.52%
% of All Funds
0.82%
New
147
Increased
425
Reduced
539
Closed
71
Calls
$703M
Puts
$880M
Net Calls
-$177M
Net Calls Change
-$153M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$671M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$301M
3
TCIM
TIAA CREF Investment Management
New York
+$177M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$132M
5
AAMU
Amundi Asset Management US
Massachusetts
+$102M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$629M
2
Dodge & Cox
Dodge & Cox
California
-$464M
3
Lilly Endowment
Lilly Endowment
Indiana
-$284M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$274M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
776
Bray Capital Advisors
Florida
$912K – – –
FHB
777
First Hawaiian Bank
Hawaii
$912K +$912K +8,505 New
CIC
778
Carnegie Investment Counsel
Ohio
$907K +$324K +2,842 +55%
RW
779
Rand Wealth
Maryland
$901K – – –
SIM
780
Sadoff Investment Management
Wisconsin
$900K -$107K -1,000 -11%
WEC
781
Winslow Evans & Crocker
Massachusetts
$892K – – –
HAG
782
HighPoint Advisor Group
Illinois
$892K +$16K +143 +2%
FNBOMD
783
First National Bank of Mount Dora
Florida
$887K -$115K -1,073 -11%
WTC
784
WhitTier Trust Company
Nevada
$884K – – –
VIA
785
Vident Investment Advisory
Georgia
$883K -$269K -2,511 -23%
PPCM
786
Pillar Pacific Capital Management
California
$881K +$145K +1,350 +20%
PL
787
Perpetual Ltd
Australia
$880K -$354K -3,300 -29%
RMCM
788
Reynders McVeigh Capital Management
Massachusetts
$879K -$16.1K -150 -2%
EB
789
Eastern Bank
Massachusetts
$876K -$429K -4,000 -33%
ACS
790
Archford Capital Strategies
Illinois
$873K -$128K -1,192 -13%
WSCM
791
Wellington Shields Capital Management
New York
$873K – – –
SMH
792
Sanders Morris Harris
Texas
$871K -$42.3K -394 -5%
Carson Wealth (CWM LLC)
793
Carson Wealth (CWM LLC)
Nebraska
$866K +$741K +6,904 +590%
IFS
794
Ifrah Financial Services
Arkansas
$860K -$19.1K -178 -2%
MS
795
Marshall & Sullivan
Washington
$858K – – –
BAM
796
Belpointe Asset Management
Nevada
$853K +$853K +7,950 New
ATC
797
Argent Trust Co
Tennessee
$850K – – –
CIP
798
Convergence Investment Partners
Florida
$849K -$4.37M -40,771 -84%
AWA
799
AmeriServ Wealth Advisors
Pennsylvania
$844K +$38.1K +355 +5%
Fiera Capital (Canada)
800
Fiera Capital (Canada)
Quebec, Canada
$842K -$52.2K -486 -6%
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