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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 %
CCT
1201
Country Club Trust
Missouri
$228K +$228K +2,121 New
AF
1202
Advisornet Financial
Minnesota
$227K +$1.5K +14 +0.7%
BW
1203
Biegel & Waller
Maryland
$227K +$227K +2,113 New
HIIFS
1204
Harel Insurance Investments & Financial Services
Israel
$226K – – –
ISB
1205
Iowa State Bank
Iowa
$225K +$225K +2,101 New
ATFA
1206
All Terrain Financial Advisors
Minnesota
$224K +$224K +2,087 New
PWM
1207
Perigon Wealth Management
California
$224K +$224K +2,087 New
BCM
1208
Becker Capital Management
Oregon
$224K +$224K +2,092 New
BPCE
1209
Bank Pictet & Cie (Europe)
Germany
$223K -$9.41M -87,520 -98%
LA
1210
LexAurum Advisors
Kansas
$223K +$223K +2,079 New
SFSIG
1211
San Francisco Sentry Investment Group
California
$221K -$1.93K -18 -0.9%
CWM
1212
Calamos Wealth Management
Illinois
$219K +$219K +2,039 New
IWP
1213
Icon Wealth Partners
Texas
$216K +$201K +1,869 +1,298%
EDRH
1214
Edmond de Rothschild Holding
Switzerland
$215K – – –
DMC
1215
Drexel Morgan & Co
Pennsylvania
$215K +$215K +2,000 New
CWM
1216
Cabot Wealth Management
Massachusetts
$215K +$215K +2,000 New
RFA
1217
Reilly Financial Advisors
California
$214K +$33.8K +315 +19%
DSC
1218
Duncker Streett & Co
Missouri
$213K +$107 +1 +0.1%
AIA
1219
Arbor Investment Advisors
North Carolina
$213K +$213K +1,987 New
B
1220
Bridgeworth
Alabama
$212K +$58.8K +757 +38%
SWA
1221
Sutton Wealth Advisors
Florida
$212K – – –
QPWM
1222
Quadrant Private Wealth Management
Pennsylvania
$210K +$210K +1,959 New
KWM
1223
Kingsview Wealth Management
Oregon
$209K +$209K +1,947 New
EWM
1224
Evermay Wealth Management
Virginia
$209K +$209K +1,950 New
SCM
1225
Silvant Capital Management
Georgia
$208K – – –
47 48
49
50 51