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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 %
CAM
1226
Close Asset Management
United Kingdom
$208K +$149K +1,392 +253%
PIA
1227
Peachtree Investment Advisors
Georgia
$207K +$207K +1,930 New
CB
1228
Cadence Bank
Mississippi
$206K +$206K +1,913 New
Rafferty Asset Management
1229
Rafferty Asset Management
New York
$206K +$206K +1,919 New
NFGCM
1230
Norman Fields Gottscho Capital Management
New York
$206K +$206K +1,920 New
EF
1231
Empirical Finance
Pennsylvania
$206K +$206K +1,921 New
PMFA
1232
Plante Moran Financial Advisors
Michigan
$203K -$18.6K -173 -8%
PCMC
1233
Paragon Capital Management (Colorado)
Colorado
$203K +$203K +1,888 New
MLFP
1234
MPS Loria Financial Planners
Illinois
$201K +$201K +1,876 New
JCM
1235
Jacobi Capital Management
Pennsylvania
$200K +$11.3K +105 +6%
TH
1236
TCTC Holdings
Texas
$200K +$200K +1,864 New
SIC
1237
Sigma Investment Counselors
Michigan
$200K +$200K +1,867 New
LPIC
1238
LeJeune Puetz Investment Counsel
Michigan
$199K – – –
WIA
1239
Westbourne Investment Advisors
Maryland
$194K +$194K +1,811 New
AOWM
1240
Alpha Omega Wealth Management
Virginia
$193K – – –
WB
1241
Webster Bank
Connecticut
$193K – – –
JFA
1242
JNBA Financial Advisors
Minnesota
$193K +$118K +1,100 +157%
FC
1243
Ferris Capital
Massachusetts
$192K -$11.7K -109 -6%
HT
1244
Heritage Trust
Oklahoma
$186K – – –
BWA
1245
BDO Wealth Advisors
Florida
$185K +$9.13K +85 +5%
SFG
1246
SevenBridge Financial Group
Pennsylvania
$183K – – –
KJWM
1247
Kiley Juergens Wealth Management
Washington
$181K +$3.97K +37 +2%
WWM
1248
Willingdon Wealth Management
North Carolina
$181K +$72.1K +672 +66%
BWM
1249
BerganKDV Wealth Management
Minnesota
$180K -$1.29K -12 -0.7%
TFO
1250
Tarbox Family Office
California
$178K – – –
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