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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 %
HCM
926
Howland Capital Management
Massachusetts
$544K -$13K -121 -2%
GCA
927
Guardian Capital Advisors
Ontario, Canada
$544K – – –
HIM
928
Hillsdale Investment Management
Ontario, Canada
$543K – – –
MPM
929
Meritage Portfolio Management
Kansas
$538K -$1.29K -12 -0.2%
MJP
930
Michael J. Puzo
$537K -$22.8K -212 -4%
MBTD
931
Mechanics Bank - Trust Department
California
$537K – – –
FWP
932
FAS Wealth Partners
Kansas
$534K +$215 +2 +0%
Rockefeller Capital Management
933
Rockefeller Capital Management
New York
$532K – – –
SCM
934
SKBA Capital Management
California
$531K – – –
SRSA
935
S.R. Schill & Associates
Washington
$530K – – –
AWM
936
AE Wealth Management
Kansas
$530K +$530K +4,943 New
LIM
937
Leavell Investment Management
Alabama
$527K – – –
CPIG
938
Chicago Partners Investment Group
Illinois
$527K +$63.5K +591 +14%
CDH
939
Charles D. Hyman
$526K -$42.9K -400 -8%
PNAA
940
Pictet North America Advisors
Switzerland
$526K +$526K +4,900 New
DLA
941
Douglas Lane & Associates
New York
$525K -$201K -1,871 -28%
FHC
942
First Heartland Consultants
Missouri
$525K -$20.5K -191 -4%
WAM
943
Wallington Asset Management
Indiana
$524K – – –
BIC
944
Beach Investment Counsel
Pennsylvania
$522K – – –
GFPC
945
Global Financial Private Capital
Florida
$520K -$200K -1,868 -28%
CPA
946
Clear Perspective Advisors
Illinois
$519K – – –
CAM
947
Columbia Asset Management
Michigan
$519K +$5.15K +48 +1%
JFGIW
948
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$518K -$3.43K -32 -0.7%
BWP
949
BSW Wealth Partners
Colorado
$518K – – –
FNFDCM
950
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$517K – – –
36 37
38
39 40