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Eli Lilly
LLY

Overview Fund Activity

1,557 hedge funds and large institutions have $94.2B invested in Eli Lilly in 2018 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 452 increasing their positions, 595 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,557
Holders Change
+129
Holders Change %
+9.03%
% of All Funds
34.75%
Holding in Top 10
62
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+72.22%
% of All Funds
1.38%
New
229
Increased
452
Reduced
595
Closed
86
Calls
$739M
Puts
$797M
Net Calls
-$58.2M
Net Calls Change
+$119M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.64B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$722M
3
BlackRock
BlackRock
New York
+$235M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$184M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$179M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$1.22B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$843M
3
Dodge & Cox
Dodge & Cox
California
-$832M
4
Primecap Management
Primecap Management
California
-$485M
5
Lilly Endowment
Lilly Endowment
Indiana
-$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
801
WhitTier Trust Company
Nevada
$1.03M +$71.6K +619 +8%
TCM
802
Tradition Capital Management
New Jersey
$1.02M – – –
1NWS
803
1 North Wealth Services
Maryland
$1.02M +$1.02M +8,794 New
MC
804
Menta Capital
California
$1.01M +$1.01M +8,760 New
TC
805
Toews Corporation
New Jersey
$1.01M +$1.01M +8,700 New
HAM
806
Highstreet Asset Management
Ontario, Canada
$1M -$838K -7,244 -46%
BFEC
807
Benjamin F. Edwards & Company
Missouri
$1M +$116 +1 +0%
SP
808
Symmetry Partners
Connecticut
$1M +$1M +8,638 New
CL
809
CPWM LLC
Washington
$994K -$8.45K -73 -0.8%
O
810
Ossiam
France
$994K +$994K +8,586 New
BCA
811
Bray Capital Advisors
Florida
$984K – – –
CMBA
812
C.M. Bidwell & Associates
Hawaii
$977K +$191K +1,650 +24%
MSS
813
Mitchell Sinkler & Starr
Pennsylvania
$973K -$308K -2,658 -24%
SIM
814
Sadoff Investment Management
Wisconsin
$971K – – –
MAFM
815
Mid Atlantic Financial Management
Pennsylvania
$967K +$967K +8,356 New
MWM
816
MinichMacGregor Wealth Management
New York
$964K +$958K +11,200 +14,933%
RMCM
817
Reynders McVeigh Capital Management
Massachusetts
$948K – – –
SMH
818
Sanders Morris Harris
Texas
$943K +$3.24K +28 +0.3%
SFP
819
Shepherd Financial Partners
Massachusetts
$938K -$186K -1,609 -17%
ACS
820
Archford Capital Strategies
Illinois
$938K -$3.47K -30 -0.4%
PL
821
Perpetual Ltd
Australia
$936K – – –
PGIM
822
Pacific Global Investment Management
California
$929K +$28.9K +250 +3%
MS
823
Marshall & Sullivan
Washington
$926K – – –
MWP
824
MYCIO Wealth Partners
Pennsylvania
$923K +$45K +389 +5%
IFS
825
Ifrah Financial Services
Arkansas
$920K -$7.29K -63 -0.8%
31 32
33
34 35