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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 %
AWM
876
Altium Wealth Management
New York
$784K +$518K +4,475 +195%
CWM
877
Cedar Wealth Management
California
$782K -$14.5K -125 -2%
Twin Tree Management
878
Twin Tree Management
Texas
$781K -$15.8M -136,849 -95%
PWM
879
Perigon Wealth Management
California
$776K +$536K +4,665 +224%
BI
880
Bredin Investment
Delaware
$773K – – –
CMANY
881
Capital Management Associates (New York)
New York
$764K +$764K +6,600 New
ATC
882
Adirondack Trust Company
New York
$763K -$27.8K -240 -4%
TNBTD
883
Trustmark National Bank Trust Department
Mississippi
$759K -$266K -2,300 -26%
AW
884
ACG Wealth
Georgia
$759K -$10.2K -88 -1%
TC
885
Telemus Capital
Michigan
$759K +$759K +6,557 New
SWA
886
SFMG Wealth Advisors
Texas
$758K +$215K +1,855 +39%
AWM
887
Alterna Wealth Management
Texas
$758K +$758K +9,214 New
FLI
888
Family Legacy Inc
South Carolina
$757K +$50.3K +435 +7%
AQA
889
Alpha Quant Advisors
Texas
$746K +$746K +6,449 New
IC
890
Intersect Capital
California
$744K -$63.3K -547 -8%
GD
891
Grandfield & Dodd
New York
$744K – – –
OC
892
Oakworth Capital
Alabama
$742K -$75.3K -651 -9%
H
893
HoyleCohen
California
$736K +$31.7K +274 +5%
FP
894
Factorial Partners
New York
$729K – – –
IP
895
Investment Partners
Ohio
$729K +$694 +6 +0.1%
Fiera Capital (Canada)
896
Fiera Capital (Canada)
Quebec, Canada
$723K -$185K -1,600 -20%
KLCM
897
KG&L Capital Management
Louisiana
$722K +$722K +6,237 New
CBB
898
Citizens Business Bank
California
$719K -$803K -6,944 -53%
BCP
899
Blackhawk Capital Partners
Wisconsin
$719K – – –
W
900
Wealthquest
Ohio
$719K +$719K +6,213 New
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36
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