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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 %
SLA
1226
Silver Lake Advisory
Utah
$290K +$579 +5 +0.2%
HW
1227
Hedeker Wealth
Illinois
$289K – – –
RVPG
1228
Relative Value Partners Group
$289K – – –
UTC
1229
Unified Trust Company
Kentucky
$289K +$289K +2,500 New
WPA
1230
West Paces Advisors
Georgia
$288K -$4.28K -37 -1%
RHJA
1231
Rice Hall James & Associates
California
$288K – – –
CAM
1232
Cozad Asset Management
Illinois
$288K +$18.4K +159 +7%
CCT
1233
Country Club Trust
Missouri
$287K +$41.8K +362 +17%
JMFC
1234
J.M. Forbes & Co
Massachusetts
$286K – – –
JA
1235
JOYN Advisors
Georgia
$286K +$112K +965 +64%
FCA
1236
FinTrust Capital Advisors
South Carolina
$286K +$286K +2,470 New
LRPA
1237
L. Roy Papp & Associates
Arizona
$284K -$40.5K -350 -12%
APG
1238
Abacus Planning Group
South Carolina
$284K – – –
BCP
1239
Blue Chip Partners
Michigan
$284K +$1.39K +12 +0.5%
CI
1240
CX Institutional
Indiana
$283K +$283K +2,444 New
SIM
1241
Sonora Investment Management
Arizona
$282K -$149K -1,285 -34%
WAG
1242
Winthrop Advisory Group
Massachusetts
$282K +$347 +3 +0.1%
ACP
1243
Ashfield Capital Partners
California
$282K +$1.16K +10 +0.4%
AWM
1244
Aries Wealth Management
Maine
$281K -$15K -130 -5%
CIM
1245
Confluence Investment Management
Missouri
$280K -$2.9K -25 -1%
UBV
1246
United Bank (Virginia)
Virginia
$280K – – –
AIA
1247
Alera Investment Advisors
Illinois
$279K +$279K +2,410 New
RIA
1248
Regal Investment Advisors
Michigan
$278K -$78.3K -678 -22%
MRCM
1249
M&R Capital Management
New Jersey
$276K – – –
TCM
1250
Telos Capital Management
California
$276K +$22.1K +191 +9%
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50
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