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Eli Lilly
LLY

Overview Fund Activity

1,521 hedge funds and large institutions have $83.1B invested in Eli Lilly in 2019 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 511 increasing their positions, 625 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
+8
Holders Change %
+0.53%
% of All Funds
33.41%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.44%
New
92
Increased
511
Reduced
625
Closed
73
Calls
$457M
Puts
$482M
Net Calls
-$25.8M
Net Calls Change
+$74M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$878M
2
Capital International Investors
Capital International Investors
California
+$581M
3
CG
Carmignac Gestion
France
+$113M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$101M
5
Franklin Resources
Franklin Resources
California
+$85.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$419M
2
Renaissance Technologies
Renaissance Technologies
New York
-$240M
3
APG Asset Management
APG Asset Management
Netherlands
-$208M
4
Ameriprise
Ameriprise
Minnesota
-$191M
5
DZ Bank
DZ Bank
Germany
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
926
Appleton Partners
Massachusetts
$595K – – –
B
927
Bellecapital
Switzerland
$593K -$7.83K -70 -1%
ZIC
928
ZWJ Investment Counsel
Georgia
$590K – – –
BCCM
929
Bridge Creek Capital Management
Massachusetts
$587K -$5.59K -50 -0.9%
BLAM
930
Bourne Lent Asset Management
New York
$587K – – –
WIC
931
Woodmont Investment Counsel
Tennessee
$585K -$22.4K -200 -4%
RIM
932
Regent Investment Management
Kentucky
$585K – – –
CIC
933
Carnegie Investment Counsel
Ohio
$585K +$10.9K +97 +2%
APP
934
Avantax Planning Partners
Iowa
$584K -$155K -1,386 -21%
RC
935
Roundview Capital
New Jersey
$584K – – –
CSIC
936
Clifford Swan Investment Counsel
California
$584K – – –
MPM
937
Meritage Portfolio Management
Kansas
$582K – – –
P
938
Pitcairn
Pennsylvania
$580K -$544K -4,855 -48%
PFS
939
Prospera Financial Services
Texas
$578K -$4.58K -41 -0.8%
PPSG
940
Princeton Portfolio Strategies Group
New Jersey
$578K – – –
PTC
941
Private Trust Company
Ohio
$576K -$130K -1,159 -18%
CWM
942
Cedar Wealth Management
California
$575K -$49.2K -440 -8%
LIM
943
Leavell Investment Management
Alabama
$575K +$53.4K +477 +10%
RWA
944
Ropes Wealth Advisors
Massachusetts
$574K -$1.68K -15 -0.3%
EHWM
945
Eads & Heald Wealth Management
Georgia
$573K +$5.37K +48 +0.9%
HDIM
946
Hanson & Doremus Investment Management
Vermont
$566K -$1.12K -10 -0.2%
GC
947
Gratus Capital
Georgia
$564K +$1.79K +16 +0.3%
BBNA
948
Bremer Bank National Association
Minnesota
$564K +$183K +1,637 +48%
NWP
949
Northstar Wealth Partners
Connecticut
$561K -$11K -98 -2%
FFN
950
Focus Financial Network
Minnesota
$554K +$3.47K +31 +0.6%
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