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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 %
CIM
1151
Confluence Investment Management
Missouri
$262K -$643 -6 -0.2%
BCP
1152
Blue Chip Partners
Michigan
$262K +$107 +1 +0%
APG
1153
Abacus Planning Group
South Carolina
$262K +$262K +2,450 New
UBV
1154
United Bank (Virginia)
Virginia
$261K – – –
ACP
1155
Ashfield Capital Partners
California
$261K – – –
WAG
1156
Winthrop Advisory Group
Massachusetts
$261K +$214 +2 +0.1%
UR
1157
USCA RIA
Texas
$259K -$2.4M -22,332 -90%
LSAG
1158
Lake Street Advisors Group
New Hampshire
$258K -$152K -1,419 -37%
CAGAS
1159
Capital Advisory Group Advisory Services
Minnesota
$258K -$47.6K -450 -16%
CT
1160
CPF Texas
Texas
$258K – – –
MRCM
1161
M&R Capital Management
New Jersey
$256K – – –
EWM
1162
Empirical Wealth Management
Washington
$256K +$4.61K +43 +2%
FLPIM
1163
F.L. Putnam Investment Management
Massachusetts
$251K +$251K +2,335 New
MBT
1164
Monroe Bank & Trust
Michigan
$250K – – –
RP
1165
Rice Partnership
Hawaii
$250K +$250K +2,331 New
CANY
1166
Caxton Associates (New York)
New York
$250K +$250K +2,333 New
CAM
1167
Cozad Asset Management
Illinois
$250K +$250K +2,334 New
APSI
1168
Asset Planning Services Inc
Louisiana
$249K +$249K +2,325 New
PWM
1169
Paulson Wealth Management
Illinois
$249K +$249K +2,261 New
SCA
1170
Stonebridge Capital Advisors
Minnesota
$247K -$5.37K -50 -2%
CS
1171
Comerica Securities
Michigan
$247K +$247K +2,300 New
DDPIC
1172
Deroy & Devereaux Private Investment Counsel
Michigan
$247K +$247K +2,300 New
LCM
1173
Liberty Capital Management
Michigan
$247K +$247K +2,300 New
AWM
1174
Altium Wealth Management
New York
$247K +$247K +2,300 New
MSAM
1175
Moloney Securities Asset Management
Missouri
$246K -$20.8K -194 -8%
45 46
47
48 49