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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 %
BWA
1026
Burt Wealth Advisors
Maryland
$400K -$26.8K -250 -6%
SIM
1027
Sonora Investment Management
Arizona
$400K +$177K +1,652 +80%
CCMG
1028
Clark Capital Management Group
Pennsylvania
$398K – – –
BSW
1029
Buckingham Strategic Wealth
Missouri
$397K -$252K -2,341 -39%
HCM
1030
Hodges Capital Management
Texas
$395K -$134K -1,250 -25%
WI
1031
Wintrust Investments
Illinois
$395K +$47.7K +444 +14%
NSAM
1032
North Star Asset Management
Wisconsin
$394K -$6.98K -65 -2%
SFG
1033
StrategIQ Financial Group
Indiana
$394K -$2.47K -23 -0.6%
CL
1034
Choreo LLC
Illinois
$393K +$9.76K +91 +3%
SWM
1035
SVA Wealth Management
Wisconsin
$392K +$57K +532 +17%
BDF
1036
Balasa Dinverno & Foltz
$389K +$53.5K +499 +16%
WHG
1037
Westwood Holdings Group
Texas
$388K +$16.8K +157 +5%
NQWM
1038
Northwest Quadrant Wealth Management
Oregon
$387K +$1.76K +16 +0.5%
WC
1039
Woodstock Corp
Massachusetts
$386K -$21.4K -200 -5%
OPCM
1040
Osborne Partners Capital Management
California
$386K – – –
LWM
1041
Lyell Wealth Management
California
$384K -$26.9K -250 -7%
PBO
1042
Peoples Bank (Ohio)
Ohio
$384K -$21.5K -200 -5%
CWM
1043
Confluence Wealth Management
Oregon
$381K – – –
SHCM
1044
Stokes & Hubbell Capital Management
Louisiana
$381K +$1.29K +12 +0.3%
CPO
1045
Cerity Partners OCIO
New York
$381K +$19.2K +179 +5%
CQS
1046
Credential Qtrade Securities
$381K +$381K +3,548 New
AB
1047
AT Bancorp
Iowa
$380K – – –
FBA
1048
Front Barnett Associates
Illinois
$379K – – –
QCG
1049
Quadrant Capital Group
Ohio
$377K +$7.5K +72 +2%
DWA
1050
Douglass Winthrop Advisors
New York
$373K +$373K +3,475 New
40 41
42
43 44