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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 %
PFA
1151
Pure Financial Advisors
California
$360K -$6.13K -53 -2%
ARMT
1152
Amica Retiree Medical Trust
Rhode Island
$359K – – –
DWM
1153
Doyle Wealth Management
Florida
$357K +$695 +6 +0.2%
FFA
1154
First Foundation Advisors
California
$356K +$7.4K +64 +2%
EWM
1155
Evermay Wealth Management
Virginia
$355K +$129K +1,116 +57%
TTWM
1156
TCV Trust & Wealth Management
Virginia
$354K -$5.21K -45 -1%
FNBOSM
1157
First National Bank of South Miami
Florida
$352K +$352K +2,935 New
PFS
1158
Physicians Financial Services
North Carolina
$352K +$352K +3,038 New
JMH
1159
J.M. Hartwell
New York
$349K – – –
F
1160
F3Logic
Minnesota
$349K +$349K +3,011 New
BOS
1161
Bingham Osborn & Scarborough
California
$349K +$349K +3,020 New
SGK
1162
Steigerwald Gordon & Koch
Virginia
$347K – – –
SGCA
1163
Steel Grove Capital Advisors
Tennessee
$344K -$15.4K -133 -4%
CHA
1164
Carmichael Hill & Associates
Maryland
$344K – – –
BRWM
1165
B. Riley Wealth Management
Tennessee
$340K +$41.2K +356 +14%
MIC
1166
Means Investment Company
Maine
$339K +$339K +2,932 New
AIS
1167
American Investment Services
Massachusetts
$336K – – –
GIP
1168
Greatmark Investment Partners
Georgia
$336K – – –
SSWM
1169
Sheets Smith Wealth Management
North Carolina
$336K – – –
CP
1170
Camelot Portfolios
Ohio
$335K – – –
SWA
1171
Stratos Wealth Advisors
Ohio
$335K +$335K +2,895 New
MGIA
1172
Moneta Group Investment Advisors
Missouri
$333K -$3.93K -34 -1%
GC
1173
Garde Capital
Washington
$331K – – –
BCB
1174
Brian C. Broderick
$330K -$151K -1,300 -31%
DAM
1175
Doheny Asset Management
California
$330K – – –
45 46
47
48 49