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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 %
NWP
901
Northstar Wealth Partners
Connecticut
$579K -$132K -1,231 -19%
NJBEST
902
New Jersey Better Educational Savings Trust
New Jersey
$579K -$64.3K -600 -10%
SCM
903
Salem Capital Management
Massachusetts
$579K -$18.7K -174 -3%
DAS
904
Dynamic Advisor Solutions
Arizona
$578K +$107 +1 +0%
AWM
905
Avior Wealth Management
Nebraska
$577K -$83.8K -780 -13%
AWA
906
ARS Wealth Advisors
Florida
$576K +$107 +1 +0%
CCM
907
Cribstone Capital Management
Maine
$573K -$139K -1,295 -20%
S
908
SignatureFD
Georgia
$573K +$27.2K +254 +5%
GP
909
Girard Partners
Pennsylvania
$572K -$242K -2,260 -30%
PFS
910
Prospera Financial Services
Texas
$569K -$22.2K -215 -4%
PP
911
Patten & Patten
Tennessee
$567K -$6.43K -60 -1%
ZIC
912
ZWJ Investment Counsel
Georgia
$566K – – –
IWA
913
Intercontinental Wealth Advisors
Texas
$565K -$215 -2 -0%
BLAM
914
Bourne Lent Asset Management
New York
$564K – – –
WP
915
WMS Partners
Maryland
$563K – – –
PWLP
916
Prio Wealth Limited Partnership
Massachusetts
$562K +$1.93K +18 +0.3%
LNB
917
Ledyard National Bank
$562K +$3.32K +31 +0.6%
ANBT
918
American National Bank & Trust
Texas
$561K +$26.3K +245 +5%
VCA
919
Verdence Capital Advisors
Maryland
$561K +$114K +1,058 +25%
Kovitz Investment Group Partners
920
Kovitz Investment Group Partners
Illinois
$558K -$87K -811 -13%
BFO
921
Biltmore Family Office
North Carolina
$558K – – –
CS
922
Cannell & Spears
New York
$558K – – –
BJL
923
Brighton Jones LLC
Washington
$557K -$2.15K -20 -0.4%
KP
924
Keel Point
Alabama
$557K +$55.2K +514 +11%
HTC
925
Haverford Trust Company
Pennsylvania
$554K +$17.7K +165 +3%
35 36
37
38 39