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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 %
PWP
1201
Private Wealth Partners
California
$307K -$10.8K -93 -3%
KWMG
1202
King Wealth Management Group
Florida
$307K – – –
MCM
1203
McRae Capital Management
New Jersey
$307K – – –
KA
1204
Kaizen Advisory
Illinois
$306K +$40.7K +352 +15%
CIR
1205
Clear Investment Research
Georgia
$305K – – –
SLF
1206
Sun Life Financial
Ontario, Canada
$305K +$1.97K +17 +0.6%
AEPG
1207
American Economic Planning Group
New Jersey
$304K -$2.43K -21 -0.8%
TBNY
1208
Trustco Bank (New York)
New York
$304K -$1.16K -10 -0.4%
JGGDR
1209
JGP Global Gestao de Recursos
Brazil
$304K +$304K +2,631 New
AFP
1210
Ausdal Financial Partners
Iowa
$303K -$71.2K -616 -19%
HCM
1211
Hengehold Capital Management
Ohio
$302K -$6.94K -60 -2%
BOPW
1212
Brandywine Oak Private Wealth
Pennsylvania
$301K +$301K +2,604 New
PFO
1213
Pathstone Family Office
New Jersey
$299K +$299K +2,584 New
ECM
1214
Evergreen Capital Management
Washington
$298K -$8.22K -71 -3%
GWM
1215
Graybill Wealth Management
Illinois
$297K – – –
AB
1216
Atlas Brown
Kentucky
$297K +$2.89K +25 +1%
FPCP
1217
Fort Point Capital Partners
California
$297K +$3.25K +28 +1%
FSA
1218
Franklin Street Advisors
North Carolina
$297K +$297K +2,563 New
XS
1219
XR Securities
Illinois
$297K +$297K +2,569 New
DPI
1220
Diversified Portfolios Inc
Michigan
$296K – – –
CGA
1221
Crescent Grove Advisors
Illinois
$296K +$49K +424 +20%
GLLW
1222
Graves Light Lenhart Wealth
Virginia
$296K +$296K +2,555 New
SMC
1223
Smith, Moore & Co
Missouri
$294K -$231 -2 -0.1%
CYG
1224
Clean Yield Group
Vermont
$292K -$92.6K -800 -24%
ACM
1225
Ashford Capital Management
Delaware
$290K – – –
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