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Eli Lilly
LLY

Overview Fund Activity

1,330 hedge funds and large institutions have $64.9B invested in Eli Lilly in 2018 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 434 increasing their positions, 563 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,330
Holders Change
-40
Holders Change %
-2.92%
% of All Funds
30.53%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.5%
New
94
Increased
434
Reduced
563
Closed
119
Calls
$316M
Puts
$386M
Net Calls
-$69.6M
Net Calls Change
-$58M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$311M
2
EVM
Eaton Vance Management
Massachusetts
+$255M
3
Ameriprise
Ameriprise
Minnesota
+$194M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$185M
5
Deutsche Bank
Deutsche Bank
Germany
+$156M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$368M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$245M
3
Bessemer Group
Bessemer Group
New Jersey
-$242M
4
LCOV
London Company of Virginia
Virginia
-$206M
5
O
OrbiMed
New York
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
1126
CAPTRUST Financial Advisors
North Carolina
$181K -$23.8K -315 -12%
MBT
1127
Monroe Bank & Trust
Michigan
$180K – – –
DWA
1128
Divergent Wealth Advisors
Utah
$180K +$180K +2,324 New
PWM
1129
Perigon Wealth Management
California
$177K -$5.81K -75 -3%
GLI
1130
Guardian Life Insurance
New York
$173K -$70.4K -907 -29%
JAM
1131
Jolley Asset Management
North Carolina
$171K – – –
PMFA
1132
Plante Moran Financial Advisors
Michigan
$165K -$1.55K -20 -0.9%
HIIFS
1133
Harel Insurance Investments & Financial Services
Israel
$163K – – –
TL
1134
TrueWealth LLC
Georgia
$159K -$12.2K -157 -7%
CCM
1135
Cribstone Capital Management
Maine
$155K -$5.56K -72 -3%
NL
1136
NVWM LLC
Pennsylvania
$154K -$55.7K -734 -27%
SWA
1137
Sutton Wealth Advisors
Florida
$153K -$28.2K -364 -16%
DSC
1138
Duncker Streett & Co
Missouri
$153K +$77 +1 +0.1%
MCWS
1139
McKinley Carter Wealth Services
West Virginia
$153K +$153K +1,983 New
CIP
1140
Convergence Investment Partners
Florida
$151K +$151K +1,957 New
SCM
1141
Silvant Capital Management
Georgia
$150K +$150K +1,935 New
OIA
1142
OneDigital Investment Advisors
Kansas
$149K +$541 +7 +0.4%
FC
1143
Ferris Capital
Massachusetts
$146K +$146K +1,889 New
AssetMark Inc
1144
AssetMark Inc
California
$143K -$481K -6,231 -77%
LPIC
1145
LeJeune Puetz Investment Counsel
Michigan
$143K -$1.16K -15 -0.8%
SFM
1146
Signet Financial Management
New Jersey
$140K +$140K +1,814 New
AOWM
1147
Alpha Omega Wealth Management
Virginia
$139K – – –
WB
1148
Webster Bank
Connecticut
$139K – – –
FIB
1149
First Interstate Bank
Montana
$137K -$539K -6,994 -80%
HT
1150
Heritage Trust
Oklahoma
$134K – – –
44 45
46
47 48