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Eli Lilly
LLY

Overview Fund Activity

1,330 hedge funds and large institutions have $64.9B invested in Eli Lilly in 2018 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 434 increasing their positions, 563 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,330
Holders Change
-40
Holders Change %
-2.92%
% of All Funds
30.53%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.5%
New
94
Increased
434
Reduced
563
Closed
119
Calls
$316M
Puts
$386M
Net Calls
-$69.6M
Net Calls Change
-$58M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$311M
2
EVM
Eaton Vance Management
Massachusetts
+$255M
3
Ameriprise
Ameriprise
Minnesota
+$194M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$185M
5
Deutsche Bank
Deutsche Bank
Germany
+$156M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$368M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$245M
3
Bessemer Group
Bessemer Group
New Jersey
-$242M
4
LCOV
London Company of Virginia
Virginia
-$206M
5
O
OrbiMed
New York
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
876
Cerity Partners
New York
$445K -$429K -5,543 -49%
OWD
877
Osborn Williams & Donohoe
Ohio
$444K – – –
Koshinski Asset Management
878
Koshinski Asset Management
Illinois
$443K -$148K -1,912 -25%
WAM
879
Wealthspire Advisors (Maryland)
Maryland
$442K -$294K -3,803 -40%
FIM
880
Freedom Investment Management
Connecticut
$436K -$353K -4,561 -45%
AFM
881
Andesa Financial Management
Pennsylvania
$432K – – –
SCM
882
Salem Capital Management
Massachusetts
$431K – – –
RWA
883
Ropes Wealth Advisors
Massachusetts
$431K – – –
BCCM
884
Bridge Creek Capital Management
Massachusetts
$430K – – –
HCM
885
Hodges Capital Management
Texas
$428K -$641K -8,300 -60%
PCA
886
Personal Capital Advisors
California
$428K +$186K +2,406 +77%
PCA
887
Peddock Capital Advisors
Massachusetts
$427K – – –
AF
888
Arrow Financial
New York
$426K – – –
LWAC
889
Laurel Wealth Advisors (California)
California
$425K -$22.2K -287 -5%
VFA
890
Voya Financial Advisors
Connecticut
$423K +$3.16K +41 +0.8%
CIC
891
Carnegie Investment Counsel
Ohio
$422K -$22.7K -275 -5%
SSWM
892
Smith Salley Wealth Management
North Carolina
$420K -$51.2K -661 -11%
PWAG
893
Polaris Wealth Advisory Group
California
$420K – – –
MJP
894
Michael J. Puzo
$418K -$66.2K -856 -14%
IWA
895
Intercontinental Wealth Advisors
Texas
$418K +$17.3K +224 +4%
FHC
896
First Heartland Consultants
Missouri
$413K -$20.7K -267 -5%
OA
897
Oxbow Advisors
Texas
$412K -$8.51K -110 -2%
DAS
898
Dynamic Advisor Solutions
Arizona
$411K -$47K -609 -10%
WAM
899
Wallington Asset Management
Indiana
$410K -$23.3K -300 -5%
CDH
900
Charles D. Hyman
$410K – – –
34 35
36
37 38