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Eli Lilly
LLY

Overview Fund Activity

1,521 hedge funds and large institutions have $83.1B invested in Eli Lilly in 2019 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 511 increasing their positions, 625 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
+8
Holders Change %
+0.53%
% of All Funds
33.41%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.44%
New
92
Increased
511
Reduced
625
Closed
73
Calls
$457M
Puts
$482M
Net Calls
-$25.8M
Net Calls Change
+$74M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$878M
2
Capital International Investors
Capital International Investors
California
+$581M
3
CG
Carmignac Gestion
France
+$113M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$101M
5
Franklin Resources
Franklin Resources
California
+$85.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$419M
2
Renaissance Technologies
Renaissance Technologies
New York
-$240M
3
APG Asset Management
APG Asset Management
Netherlands
-$208M
4
Ameriprise
Ameriprise
Minnesota
-$191M
5
DZ Bank
DZ Bank
Germany
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
APSI
1226
Asset Planning Services Inc
Louisiana
$265K – – –
BAM
1227
Belpointe Asset Management
Nevada
$264K +$13.6K +122 +5%
JA
1228
JOYN Advisors
Georgia
$263K -$8.97K -80 -3%
EAM
1229
Evanson Asset Management
California
$263K -$3.25K -29 -1%
TH
1230
TCTC Holdings
Texas
$262K +$36.4K +325 +16%
MIC
1231
Means Investment Company
Maine
$261K -$45.1K -398 -15%
AIA
1232
Armor Investment Advisors
North Carolina
$261K – – –
DK
1233
Darrell & King
Virginia
$260K -$89.4K -800 -26%
CGA
1234
Crescent Grove Advisors
Illinois
$260K – – –
DWA
1235
Divergent Wealth Advisors
Utah
$260K – – –
LCM
1236
Liberty Capital Management
Michigan
$257K – – –
RVPG
1237
Relative Value Partners Group
$257K +$15.6K +140 +6%
AEPG
1238
American Economic Planning Group
New Jersey
$256K -$12K -107 -4%
PFA
1239
Pinnacle Family Advisors
Missouri
$256K +$1.23K +11 +0.5%
LCP
1240
Legacy Capital Partners
Wisconsin
$255K -$11.2K -100 -4%
DDPIC
1241
Deroy & Devereaux Private Investment Counsel
Michigan
$254K – – –
CWAG
1242
Compton Wealth Advisory Group
Virginia
$252K -$6.72K -60 -3%
EVM
1243
Evelyn V. Moreno
$252K – – –
LP
1244
LGL Partners
Pennsylvania
$252K – – –
RTC
1245
Riverview Trust Company
Washington
$251K – – –
EF
1246
Empirical Finance
Pennsylvania
$251K +$4.14K +37 +2%
SAM
1247
SP Asset Management
California
$250K +$250K +2,237 New
HIC
1248
Holderness Investments Company
North Carolina
$248K – – –
GFS
1249
GYL Financial Synergies
Connecticut
$248K +$30.3K +271 +14%
MCM
1250
Manchester Capital Management
Vermont
$247K -$29.1K -260 -11%
48 49
50
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