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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 %
CCM
951
Carlson Capital Management
Minnesota
$626K -$137K -1,181 -18%
BCCM
952
Bridge Creek Capital Management
Massachusetts
$624K -$16.8K -145 -3%
NWP
953
Northstar Wealth Partners
Connecticut
$624K +$116 +1 +0%
WWM
954
Western Wealth Management
Colorado
$622K +$622K +5,370 New
AWA
955
ARS Wealth Advisors
Florida
$621K +$231 +2 +0%
RWA
956
Ropes Wealth Advisors
Massachusetts
$618K -$27.7K -239 -4%
BJL
957
Brighton Jones LLC
Washington
$617K +$16.1K +139 +3%
MPM
958
Meritage Portfolio Management
Kansas
$615K +$35.3K +305 +6%
PP
959
Patten & Patten
Tennessee
$612K – – –
WP
960
WMS Partners
Maryland
$612K +$4.98K +43 +0.8%
ZIC
961
ZWJ Investment Counsel
Georgia
$611K +$694 +6 +0.1%
WPW
962
Waldron Private Wealth
Pennsylvania
$609K +$82.9K +717 +16%
BLAM
963
Bourne Lent Asset Management
New York
$608K – – –
LNB
964
Ledyard National Bank
$607K – – –
CCM
965
Coldstream Capital Management
Washington
$607K +$135K +1,165 +29%
CIC
966
Carnegie Investment Counsel
Ohio
$606K -$316K -2,731 -34%
AP
967
Appleton Partners
Massachusetts
$606K -$45.9K -397 -7%
TMAM
968
Tokio Marine Asset Management
Japan
$606K -$24.1K -208 -4%
PWLP
969
Prio Wealth Limited Partnership
Massachusetts
$606K – – –
VCA
970
Verdence Capital Advisors
Maryland
$606K +$926 +8 +0.2%
ANBT
971
American National Bank & Trust
Texas
$605K – – –
NFG
972
Next Financial Group
Texas
$604K +$209K +1,809 +53%
KP
973
Keel Point
Alabama
$601K – – –
HCM
974
Howland Capital Management
Massachusetts
$600K +$13.2K +114 +2%
BPA
975
Beacon Pointe Advisors
California
$600K +$600K +5,177 New
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