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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 %
CCM
851
Carlson Capital Management
Minnesota
$707K -$8.48K -79 -1%
FRM
852
Fox Run Management
Connecticut
$700K +$700K +6,526 New
GD
853
Grandfield & Dodd
New York
$690K – – –
GHAM
854
Gilman Hill Asset Management
Connecticut
$683K – – –
FP
855
Factorial Partners
New York
$676K -$3.06M -28,500 -82%
DCM
856
Donaldson Capital Management
Indiana
$674K -$11.5K -107 -2%
WOC
857
West Oak Capital
California
$669K -$9.66K -90 -1%
BCP
858
Blackhawk Capital Partners
Wisconsin
$666K – – –
SSP
859
Sapphire Star Partners
Washington
$665K -$53.6K -500 -7%
RMSCM
860
R.M. Sincerbeaux Capital Management
New York
$665K – – –
LA
861
Lynch & Associates
Indiana
$664K -$10.7K -100 -2%
AA
862
Ancora Advisors
Ohio
$663K +$324K +3,022 +96%
KFS
863
Kurt F. Somerville
$661K -$34.9K -325 -5%
FLI
864
Family Legacy Inc
South Carolina
$655K +$7.51K +70 +1%
H
865
HoyleCohen
California
$653K +$9.23K +86 +1%
BMM
866
Buffington Mohr McNeal
Idaho
$649K +$11.8K +110 +2%
EHWM
867
Eads & Heald Wealth Management
Georgia
$646K -$39.2K -365 -6%
YMRC
868
Yorktown Management & Research Company
Virginia
$644K – – –
VFPI
869
Vantage Financial Partners (Illinois)
Illinois
$644K – – –
KA
870
KLCM Advisors
Wisconsin
$641K – – –
LK
871
Lumbard & Kellner
New Hampshire
$639K – – –
AF
872
Aldebaran Financial
$638K – – –
WIC
873
Woodmont Investment Counsel
Tennessee
$635K -$8.05K -75 -1%
ONST
874
Old North State Trust
North Carolina
$635K +$635K +5,916 New
PTC
875
Private Trust Company
Ohio
$633K -$315K -2,941 -33%
33 34
35
36 37