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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 %
BOS
1126
Bank of Stockton
California
$392K – – –
IWC
1127
Integrated Wealth Concepts
Massachusetts
$392K +$104K +898 +36%
BP
1128
Ballentine Partners
Massachusetts
$387K -$161K -1,391 -29%
PSG
1129
Planning Solutions Group
Maryland
$386K +$386K +3,338 New
NPPM
1130
North Point Portfolio Managers
Ohio
$385K -$104K -900 -21%
EWA
1131
EP Wealth Advisors
California
$385K -$13.1K -113 -3%
PCM
1132
Prelude Capital Management
New York
$385K +$385K +3,329 New
NL
1133
NWAM LLC
Washington
$385K +$385K +3,331 New
CWM
1134
Confluence Wealth Management
Oregon
$384K -$27.2K -235 -7%
VDI
1135
Vaughan David Investments
Illinois
$383K -$5.79K -50 -1%
PAM
1136
Pegasus Asset Management
New York
$383K – – –
TAM
1137
Taurus Asset Management
New York
$381K – – –
QCG
1138
Quadrant Capital Group
Ohio
$380K -$24.3K -218 -6%
AAMA
1139
Advanced Asset Management Advisors
Ohio
$378K +$378K +3,266 New
DIM
1140
DC Investments Management
Virginia
$374K +$374K +3,234 New
MHS
1141
M Holdings Securities
Oregon
$372K +$116 +1 +0%
PGCM
1142
Prescott Group Capital Management
Oklahoma
$370K – – –
PCG
1143
Private Capital Group
Connecticut
$369K -$109K -943 -23%
CL
1144
Choreo LLC
Illinois
$369K -$55.2K -477 -13%
SFA
1145
Sequoia Financial Advisors
Ohio
$369K +$116 +1 +0%
RC
1146
RegentAtlantic Capital
New Jersey
$365K +$2.43K +21 +0.7%
LW
1147
Linscomb Wealth
Texas
$363K +$11.1K +96 +3%
DK
1148
Darrell & King
Virginia
$362K -$123K -1,065 -25%
CAG
1149
Crestwood Advisors Group
Massachusetts
$362K – – –
FFG
1150
Frisch Financial Group
New York
$361K +$361K +3,117 New
44 45
46
47 48