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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 %
KA
976
Kovack Advisors
Florida
$598K +$104K +896 +21%
SCM
977
Salem Capital Management
Massachusetts
$597K -$26.8K -232 -4%
BAM
978
Belpointe Asset Management
Nevada
$591K -$329K -2,842 -36%
APP
979
Avantax Planning Partners
Iowa
$590K +$61.6K +532 +12%
OCG
980
Opus Capital Group
Ohio
$590K +$590K +5,090 New
Kovitz Investment Group Partners
981
Kovitz Investment Group Partners
Illinois
$584K -$17.3K -150 -3%
BIC
982
Beach Investment Counsel
Pennsylvania
$583K – – –
CNB
983
Camden National Bank
Maine
$581K +$49.3K +427 +9%
NJBEST
984
New Jersey Better Educational Savings Trust
New Jersey
$579K -$46.3K -400 -7%
MBTD
985
Mechanics Bank - Trust Department
California
$579K – – –
SCP
986
Stamos Capital Partners
California
$579K +$579K +5,000 New
VCM
987
Vigilant Capital Management
Maine
$574K -$1.24M -10,683 -68%
SCM
988
SKBA Capital Management
California
$573K – – –
SRSA
989
S.R. Schill & Associates
Washington
$571K – – –
AC
990
Abbrea Capital
California
$571K +$26K +225 +5%
DT
991
Diversified Trust
Tennessee
$571K +$571K +4,934 New
PNAA
992
Pictet North America Advisors
Switzerland
$567K – – –
CDH
993
Charles D. Hyman
$567K – – –
AWM
994
AE Wealth Management
Kansas
$565K -$7.29K -63 -1%
LIM
995
Leavell Investment Management
Alabama
$565K -$3.59K -31 -0.6%
WAM
996
Wallington Asset Management
Indiana
$565K – – –
CIC
997
Cornercap Investment Counsel
Georgia
$562K -$5M -43,192 -90%
HIM
998
Hillsdale Investment Management
Ontario, Canada
$562K -$23.1K -200 -4%
CPA
999
Clear Perspective Advisors
Illinois
$559K – – –
FNFDCM
1000
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$558K – – –
38 39
40
41 42