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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 %
Schroder Investment Management Group
1101
Schroder Investment Management Group
United Kingdom
$418K -$9.93K -85,776 -2%
OPCM
1102
Osborne Partners Capital Management
California
$417K – – –
WC
1103
Woodstock Corp
Massachusetts
$417K – – –
FHC
1104
First Heartland Consultants
Missouri
$413K -$153K -1,323 -27%
SHCM
1105
Stokes & Hubbell Capital Management
Louisiana
$412K +$1.27K +11 +0.3%
BTNA
1106
Bremer Trust National Association
Minnesota
$410K +$26.6K +230 +7%
JCM
1107
Jacobi Capital Management
Pennsylvania
$410K +$194K +1,678 +90%
RCM
1108
RB Capital Management
Nevada
$409K -$27.1K -234 -6%
FBA
1109
Front Barnett Associates
Illinois
$408K – – –
FAN
1110
Financial Advisors Network
California
$408K +$408K +3,529 New
LWM
1111
Lyell Wealth Management
California
$407K -$6.95K -60 -2%
NQWM
1112
Northwest Quadrant Wealth Management
Oregon
$406K +$1.73K +15 +0.4%
CPO
1113
Cerity Partners OCIO
New York
$405K -$5.32K -46 -1%
EGA
1114
E&G Advisors
Texas
$405K +$92.6K +800 +30%
CAMG
1115
CWA Asset Management Group
Florida
$404K +$404K +3,489 New
PI
1116
Pathlight Investors
Arizona
$403K +$403K +3,441 New
DWA
1117
Douglass Winthrop Advisors
New York
$402K – – –
FFBTD
1118
First Financial Bank - Trust Division
Ohio
$400K -$140K -1,213 -26%
PAM
1119
Private Asset Management
California
$399K +$399K +3,443 New
BIAS
1120
Beacon Investment Advisory Services
New Jersey
$397K -$41.9K -362 -10%
SWM
1121
SVA Wealth Management
Wisconsin
$397K -$25.7K -222 -6%
BCM
1122
BTR Capital Management
California
$397K – – –
JGIA
1123
Jackson Grant Investment Advisers
Connecticut
$395K -$40K -346 -9%
JWS
1124
Juncture Wealth Strategies
Arizona
$393K -$162K -1,400 -29%
CCA
1125
Cobblestone Capital Advisors
New York
$393K – – –
43 44
45
46 47