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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 %
ST
1051
Spinnaker Trust
Maine
$370K +$77K +719 +26%
EWA
1052
EP Wealth Advisors
California
$369K +$369K +3,443 New
BCM
1053
BTR Capital Management
California
$368K +$368K +3,432 New
NFG
1054
Next Financial Group
Texas
$366K -$417K -3,884 -53%
FHA
1055
First Horizon Advisors
Tennessee
$366K – – –
MWM
1056
Mission Wealth Management
California
$365K -$10.6K -99 -3%
CCA
1057
Cobblestone Capital Advisors
New York
$365K – – –
BOS
1058
Bank of Stockton
California
$364K – – –
VDI
1059
Vaughan David Investments
Illinois
$361K -$23.6K -220 -6%
RIM
1060
Regent Investment Management
Kentucky
$361K – – –
CYG
1061
Clean Yield Group
Vermont
$357K +$85.9K +800 +32%
BTNA
1062
Bremer Trust National Association
Minnesota
$356K -$2.64M -24,624 -88%
JIC
1063
Joel Isaacson & Co
New York
$356K – – –
PAM
1064
Pegasus Asset Management
New York
$355K -$32.2K -300 -8%
AA
1065
AlphaMark Advisors
Kentucky
$355K – – –
TAM
1066
Taurus Asset Management
New York
$354K – – –
Lido Advisors
1067
Lido Advisors
California
$353K +$49K +457 +16%
AW
1068
Alpha Windward
Massachusetts
$350K -$10.6K -99 -3%
ST
1069
Smithfield Trust
Pennsylvania
$348K – – –
AFP
1070
Ausdal Financial Partners
Iowa
$347K +$7.4K +69 +2%
MHS
1071
M Holdings Securities
Oregon
$345K +$48.7K +454 +16%
PGCM
1072
Prescott Group Capital Management
Oklahoma
$343K – – –
SFA
1073
Sequoia Financial Advisors
Ohio
$342K -$43.3K -403 -11%
VRM
1074
Vectors Research Management
New York
$342K +$342K +3,980 New
OFW
1075
Omnia Family Wealth
Florida
$340K – – –
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43
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