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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 %
CIP
1251
Convergence Investment Partners
Florida
$275K -$640K -5,536 -70%
APSI
1252
Asset Planning Services Inc
Louisiana
$274K +$5.2K +45 +2%
ACM
1253
Advisors Capital Management
New Jersey
$273K +$273K +2,362 New
AIA
1254
Armor Investment Advisors
North Carolina
$270K -$29.9K -259 -10%
RP
1255
Rice Partnership
Hawaii
$270K – – –
MBT
1256
Monroe Bank & Trust
Michigan
$270K – – –
DWA
1257
Divergent Wealth Advisors
Utah
$269K – – –
RA
1258
RFG Advisory
Alabama
$268K -$96.6K -833 -26%
CGL
1259
Clarius Group LLC
Washington
$268K +$268K +2,317 New
EAM
1260
Evanson Asset Management
California
$268K +$268K +2,317 New
CWAG
1261
Compton Wealth Advisory Group
Virginia
$267K +$267K +2,310 New
DDPIC
1262
Deroy & Devereaux Private Investment Counsel
Michigan
$266K – – –
LCM
1263
Liberty Capital Management
Michigan
$266K – – –
SWRP
1264
Summit Wealth & Retirement Planning
California
$264K +$264K +2,282 New
PFA
1265
Pinnacle Family Advisors
Missouri
$263K +$1.04K +9 +0.4%
PVWM
1266
Point View Wealth Management
New Jersey
$262K – – –
IIA
1267
IPG Investment Advisors
California
$262K +$262K +2,260 New
HIC
1268
Holderness Investments Company
North Carolina
$260K – – –
RTC
1269
Riverview Trust Company
Washington
$260K +$260K +2,245 New
SFSG
1270
Stearns Financial Services Group
North Carolina
$258K +$116 +1 +0%
BWA
1271
BDO Wealth Advisors
Florida
$258K +$58.6K +506 +29%
BCM
1272
Becker Capital Management
Oregon
$257K +$14.9K +129 +6%
CWM
1273
Cornerstone Wealth Management
Missouri
$255K -$38.4M -332,774 -99%
NRS
1274
Neville Rodie & Shaw
New York
$255K – – –
ATIA
1275
American Trust Investment Advisors
New Hampshire
$254K -$9.84K -85 -4%
49 50
51
52 53