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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 %
RIG
1101
Roosevelt Investment Group
New York
$307K -$7.93K -74 -3%
SBSB
1102
Sullivan, Bruyette, Speros & Blaney
Virginia
$306K -$12.1K -113 -4%
DAM
1103
Doheny Asset Management
California
$306K – – –
WIC
1104
Wilkins Investment Counsel
Massachusetts
$305K – – –
WWM
1105
Wagner Wealth Management
South Carolina
$304K +$101K +945 +50%
LRPA
1106
L. Roy Papp & Associates
Arizona
$301K +$45.6K +425 +18%
AWM
1107
Altavista Wealth Management
North Carolina
$295K – – –
SIAP
1108
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$295K – – –
PWP
1109
Private Wealth Partners
California
$294K +$9.97K +93 +4%
EGA
1110
E&G Advisors
Texas
$290K -$236K -2,200 -45%
TSS
1111
Thomas Story & Son
Indiana
$290K – – –
DWM
1112
Dynasty Wealth Management
Florida
$290K +$290K +2,706 New
GLI
1113
Guardian Life Insurance
New York
$289K +$5.79K +54 +2%
WT
1114
Washington Trust
Rhode Island
$288K -$102K -947 -26%
SAM
1115
Strategy Asset Managers
California
$287K – – –
HCM
1116
Hengehold Capital Management
Ohio
$287K -$107K -1,000 -27%
MCM
1117
McRae Capital Management
New Jersey
$285K -$10.7K -100 -4%
IC
1118
Inverness Counsel
New York
$285K +$33.2K +309 +13%
KWMG
1119
King Wealth Management Group
Florida
$284K – – –
NERM
1120
New England Research & Management
Illinois
$284K – – –
AEPG
1121
American Economic Planning Group
New Jersey
$284K +$2.47K +23 +0.9%
ECM
1122
Evergreen Capital Management
Washington
$284K +$14.1K +131 +5%
CIR
1123
Clear Investment Research
Georgia
$283K -$65.7K -612 -19%
TBNY
1124
Trustco Bank (New York)
New York
$282K – – –
SLF
1125
Sun Life Financial
Ontario, Canada
$281K +$3.01K +28 +1%
43 44
45
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