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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 %
KA
1176
Kaizen Advisory
Illinois
$246K – – –
ATIA
1177
American Trust Investment Advisors
New Hampshire
$245K -$6.45K -60 -3%
CAI
1178
Capital Advisors Inc
Oklahoma
$244K -$107K -1,000 -31%
PWMAG
1179
Pinnacle Wealth Management Advisory Group
New Jersey
$244K +$244K +2,275 New
PFA
1180
Pinnacle Family Advisors
Missouri
$243K +$243K +2,261 New
PVWM
1181
Point View Wealth Management
New Jersey
$243K +$243K +2,268 New
HIC
1182
Holderness Investments Company
North Carolina
$241K +$241K +2,250 New
ACP
1183
Aveo Capital Partners
Colorado
$240K +$240K +2,142 New
SFSG
1184
Stearns Financial Services Group
North Carolina
$239K +$239K +2,228 New
JAM
1185
Jolley Asset Management
North Carolina
$237K – – –
WA
1186
Wealth Architects
California
$237K +$237K +2,211 New
TCM
1187
Telos Capital Management
California
$236K -$32.3K -300 -12%
TL
1188
TrueWealth LLC
Georgia
$236K +$16.1K +150 +7%
IIC
1189
Ironwood Investment Counsel
Arizona
$236K +$236K +2,200 New
NRS
1190
Neville Rodie & Shaw
New York
$236K +$236K +2,200 New
FIM
1191
Fruth Investment Management
Texas
$236K +$236K +2,203 New
CWA
1192
Clarus Wealth Advisors
Arizona
$235K +$1.29K +12 +0.6%
SAM
1193
SP Asset Management
California
$235K +$235K +2,190 New
FHA
1194
Flagship Harbor Advisors
Massachusetts
$232K +$430 +4 +0.2%
ESBC
1195
E.S. Barr & Co
Kentucky
$232K +$232K +2,162 New
CPA
1196
Court Place Advisors
Maryland
$232K +$232K +2,163 New
TIA
1197
Tiemann Investment Advisors
California
$231K +$231K +2,149 New
MIM
1198
Marco Investment Management
Georgia
$231K +$231K +2,154 New
NA
1199
Navellier & Associates
Nevada
$229K -$29K -270 -11%
CGA
1200
Crescent Grove Advisors
Illinois
$229K +$229K +2,135 New
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48
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