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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 %
BWP
1001
BSW Wealth Partners
Colorado
$558K – – –
CP
1002
Cumberland Partners
Ontario, Canada
$558K +$107K +920 +24%
CCM
1003
Cribstone Capital Management
Maine
$556K -$61.3K -530 -10%
BPWA
1004
Beacon Pointe Wealth Advisors
California
$555K +$555K +4,786 New
HFS
1005
Howard Financial Services
Texas
$555K +$555K +4,800 New
CAM
1006
Columbia Asset Management
Michigan
$554K -$5.55K -48 -1%
FNBTCON
1007
First National Bank & Trust Co of Newtown
Pennsylvania
$554K – – –
FWP
1008
FAS Wealth Partners
Kansas
$552K -$23.4K -202 -4%
CS
1009
Cannell & Spears
New York
$550K -$52.1K -450 -9%
MFG
1010
Magnus Financial Group
New York
$550K +$550K +4,750 New
MCM
1011
Monarch Capital Management
Indiana
$547K – – –
GC
1012
Gratus Capital
Georgia
$545K +$1.51K +13 +0.3%
FMT
1013
First Mercantile Trust
Tennessee
$544K -$139K -1,200 -20%
SAM
1014
Silvercrest Asset Management
New York
$539K -$288K -2,485 -35%
CAL
1015
Capital Advisors Ltd
Ohio
$539K – – –
QI
1016
Qtron Investments
Massachusetts
$539K +$539K +4,654 New
CFS
1017
CRA Financial Services
New Jersey
$533K +$533K +4,602 New
BI
1018
Ballast Inc
Kentucky
$530K -$1.04K -9 -0.2%
FMTC
1019
Farmers & Merchants Trust Company
California
$530K +$530K +4,584 New
CCG
1020
Chatham Capital Group
Georgia
$527K -$4.05K -35 -0.8%
FB
1021
Fulton Bank
Pennsylvania
$525K -$5.79K -50 -1%
DAS
1022
Dynamic Advisor Solutions
Arizona
$522K -$97.7K -850 -16%
GCA
1023
Guardian Capital Advisors
Ontario, Canada
$521K -$20.1K -175 -4%
SAM
1024
Sawgrass Asset Management
Florida
$521K – – –
BRM
1025
Boston Research & Management
Massachusetts
$520K – – –
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