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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 %
PFA
1076
Pure Financial Advisors
California
$340K +$340K +3,166 New
RA
1077
RFG Advisory
Alabama
$337K +$337K +3,145 New
KC
1078
Kingfisher Capital
North Carolina
$336K -$93.4K -871 -22%
CAG
1079
Crestwood Advisors Group
Massachusetts
$336K +$10.7K +100 +3%
RC
1080
RegentAtlantic Capital
New Jersey
$336K +$34.4K +320 +11%
SGCA
1081
Steel Grove Capital Advisors
Tennessee
$334K +$14.3K +133 +4%
ARMT
1082
Amica Retiree Medical Trust
Rhode Island
$333K – – –
TTWM
1083
TCV Trust & Wealth Management
Virginia
$333K – – –
RIA
1084
Regal Investment Advisors
Michigan
$331K +$331K +3,084 New
DWM
1085
Doyle Wealth Management
Florida
$330K +$16.8K +157 +5%
BCM
1086
Baltimore Capital Management
Maryland
$329K -$32.2K -300 -9%
LW
1087
Linscomb Wealth
Texas
$327K -$47.3K -440 -13%
FFA
1088
First Foundation Advisors
California
$324K -$30.6K -285 -9%
JMH
1089
J.M. Hartwell
New York
$324K – – –
SGK
1090
Steigerwald Gordon & Koch
Virginia
$322K – – –
GC
1091
Garde Capital
Washington
$321K – – –
FI
1092
FormulaFolio Investments
Michigan
$321K +$33.6K +313 +12%
CFGS
1093
Concourse Financial Group Securities
Alabama
$320K +$320K +2,979 New
CHA
1094
Carmichael Hill & Associates
Maryland
$319K – – –
AI
1095
Accredited Investors
Minnesota
$318K +$1.07K +10 +0.3%
GIP
1096
Greatmark Investment Partners
Georgia
$312K – – –
SSWM
1097
Sheets Smith Wealth Management
North Carolina
$312K +$107 +1 +0%
MGIA
1098
Moneta Group Investment Advisors
Missouri
$312K +$108K +1,006 +53%
AIS
1099
American Investment Services
Massachusetts
$311K – – –
CP
1100
Camelot Portfolios
Ohio
$311K – – –
42 43
44
45 46