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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 %
SC
826
Schulhoff & Co
Ohio
$767K – – –
SAM
827
Silvercrest Asset Management
New York
$767K +$12K +112 +2%
ST
828
Sabal Trust
Florida
$764K +$19.9K +185 +3%
RPC
829
Rossmore Private Capital
Connecticut
$764K +$241K +2,245 +46%
TI
830
Trexquant Investment
Connecticut
$759K +$759K +7,074 New
OC
831
Oakworth Capital
Alabama
$758K +$1.18K +11 +0.2%
KMC
832
Kirr Marbach & Co
Indiana
$755K – – –
VCM
833
Vision Capital Management
Oregon
$751K – – –
AFC
834
AFT Forsyth & Company
Florida
$751K – – –
IC
835
Intersect Capital
California
$749K – – –
PL
836
Parthenon LLC
Kentucky
$746K -$226K -2,106 -23%
LFAS
837
Level Four Advisory Services
Texas
$746K +$21.7K +202 +3%
CFA
838
Carroll Financial Associates
North Carolina
$744K +$536 +5 +0.1%
CWM
839
Cedar Wealth Management
California
$739K -$75.1K -700 -9%
CSIC
840
Clifford Swan Investment Counsel
California
$735K -$55.8K -520 -7%
ATC
841
Adirondack Trust Company
New York
$734K -$9.13K -85 -1%
MIFH
842
Migdal Insurance & Financial Holdings
Israel
$732K +$433K +4,035 +145%
CMBA
843
C.M. Bidwell & Associates
Hawaii
$729K +$246K +2,290 +51%
HFM
844
Harvest Fund Management
China
$729K +$729K +6,790 New
WS
845
Wedbush Securities
California
$726K -$142K -1,319 -16%
DWM
846
Destination Wealth Management
California
$719K -$215K -2,004 -23%
PAS
847
Partnervest Advisory Services
California
$718K +$54.5K +508 +8%
BI
848
Bredin Investment
Delaware
$717K – – –
AW
849
ACG Wealth
Georgia
$713K +$1.5K +14 +0.2%
DWM
850
Dakota Wealth Management
Florida
$712K +$203K +1,891 +40%
32 33
34
35 36