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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 %
RMSCM
901
R.M. Sincerbeaux Capital Management
New York
$717K – – –
KFS
902
Kurt F. Somerville
$712K – – –
DCM
903
Donaldson Capital Management
Indiana
$710K -$17.4K -150 -2%
WOC
904
West Oak Capital
California
$710K -$11.6K -100 -2%
MCM
905
MAI Capital Management
Ohio
$701K +$42.6K +368 +6%
HCM
906
Hollencrest Capital Management
California
$700K – – –
LA
907
Lynch & Associates
Indiana
$699K -$17.4K -150 -2%
TA
908
TCG Advisors
Texas
$697K +$697K +6,022 New
AAMU
909
Amundi Asset Management US
Massachusetts
$696K +$434K +3,747,482 +165%
NSB
910
Norway Savings Bank
Maine
$695K +$53.2K +460 +8%
AAIM
911
Asset Advisors Investment Management
Georgia
$694K -$521K -4,500 -43%
YMRC
912
Yorktown Management & Research Company
Virginia
$694K – – –
VFPI
913
Vantage Financial Partners (Illinois)
Illinois
$694K – – –
CG
914
Corundum Group
Colorado
$692K +$692K +5,976 New
KA
915
KLCM Advisors
Wisconsin
$691K – – –
PTC
916
Private Trust Company
Ohio
$690K +$7.06K +61 +1%
LK
917
Lumbard & Kellner
New Hampshire
$689K – – –
HFM
918
Harvest Fund Management
China
$688K -$98.2K -848 -12%
WS
919
Wedbush Securities
California
$687K -$95.9K -829 -12%
BDF
920
Balasa Dinverno & Foltz
$686K +$266K +2,296 +63%
BMA
921
Brooks Moore & Associates
Tennessee
$685K +$685K +5,916 New
ONST
922
Old North State Trust
North Carolina
$684K – – –
RC
923
Roundview Capital
New Jersey
$683K +$46.4K +401 +7%
WIC
924
Woodmont Investment Counsel
Tennessee
$678K -$6.95K -60 -1%
AF
925
Aldebaran Financial
$677K -$11.6K -100 -2%
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37
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