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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 %
FMT
876
First Mercantile Trust
Tennessee
$633K -$150K -1,400 -19%
1IA
877
1834 Investment Advisors
Wisconsin
$633K -$19.9K -185 -3%
VCAM
878
Van Cleef Asset Management
Ohio
$630K +$107 +1 +0%
MIP
879
Marietta Investment Partners
Wisconsin
$628K +$628K +5,850 New
WCM
880
Wallace Capital Management
Texas
$622K – – –
OWD
881
Osborn Williams & Donohoe
Ohio
$616K – – –
MCM
882
MAI Capital Management
Ohio
$611K -$29.7K -277 -5%
AP
883
Appleton Partners
Massachusetts
$605K -$48K -447 -7%
BTW
884
Boston Trust Walden
Massachusetts
$604K – – –
AFM
885
Andesa Financial Management
Pennsylvania
$599K – – –
AF
886
Arrow Financial
New York
$599K +$4.29K +40 +0.7%
RWA
887
Ropes Wealth Advisors
Massachusetts
$598K – – –
PCM
888
Pointe Capital Management
Michigan
$596K +$36K +336 +6%
BRA
889
Bender Robert & Associates
California
$595K -$17.2K -160 -3%
NSB
890
Norway Savings Bank
Maine
$595K -$15K -140 -2%
BCCM
891
Bridge Creek Capital Management
Massachusetts
$593K -$2.68K -25 -0.4%
PCA
892
Peddock Capital Advisors
Massachusetts
$592K – – –
FAIM
893
Financial Advocates Investment Management
Washington
$591K +$64.3K +599 +12%
RC
894
Roundview Capital
New Jersey
$590K – – –
LWAC
895
Laurel Wealth Advisors (California)
California
$587K +$2.79K +26 +0.5%
TFA
896
Transamerica Financial Advisors
Florida
$586K +$23.2K +216 +4%
WAM
897
Wealthspire Advisors (Maryland)
Maryland
$585K +$3K +28 +0.5%
TMAM
898
Tokio Marine Asset Management
Japan
$584K -$131K -1,225 -18%
GBT
899
Grove Bank & Trust
Florida
$584K -$1.5K -14 -0.3%
PWAG
900
Polaris Wealth Advisory Group
California
$582K +$582K +5,422 New
34 35
36
37 38