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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 %
BWM
1001
Buckley Wealth Management
Nevada
$433K – – –
HDIM
1002
Hanson & Doremus Investment Management
Vermont
$430K -$4.83K -45 -1%
CCM
1003
Chickasaw Capital Management
Tennessee
$429K – – –
FWM
1004
Frontier Wealth Management
Missouri
$428K +$6.66K +62 +2%
CT
1005
Chicago Trust
Illinois
$426K +$2.68K +25 +0.6%
PFBT
1006
Parkside Financial Bank & Trust
Missouri
$424K -$9.32K -87 -2%
GRP
1007
Global Retirement Partners
California
$424K +$7.62K +71 +2%
BMC
1008
Beaton Management Company
Massachusetts
$423K +$19.8K +185 +5%
CTA
1009
Chesley Taft & Associates
Illinois
$421K -$37.6K -350 -8%
CP
1010
Cumberland Partners
Ontario, Canada
$419K – – –
CFN
1011
Cordasco Financial Network
Florida
$419K – – –
TSW
1012
Thompson Siegel & Walmsley
Virginia
$418K – – –
WSC
1013
Wellington Shields & Co
New York
$416K +$1.72K +16 +0.4%
CRC
1014
Curi RMB Capital
Illinois
$412K – – –
FPFS
1015
First Personal Financial Services
North Carolina
$412K +$11.2K +104 +3%
UCMOK
1016
United Capital Management of KS
Kansas
$410K +$410K +3,876 New
BIAS
1017
Beacon Investment Advisory Services
New Jersey
$407K – – –
DP
1018
Dearborn Partners
Illinois
$406K +$95.2K +888 +31%
RCM
1019
RB Capital Management
Nevada
$405K -$13.3K -124 -3%
HP
1020
HT Partners
Connecticut
$404K – – –
MA
1021
MCF Advisors
Kentucky
$404K +$322 +3 +0.1%
JGIA
1022
Jackson Grant Investment Advisers
Connecticut
$404K +$2.15K +20 +0.5%
JGUA
1023
John G. Ullman & Associates
New York
$403K – – –
FPCG
1024
Fort Pitt Capital Group
Pennsylvania
$401K – – –
OI
1025
Oakbrook Investments
Illinois
$400K -$3.62M -33,700 -90%
39 40
41
42 43