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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 %
TL
1276
TrueWealth LLC
Georgia
$254K – – –
IIC
1277
Ironwood Investment Counsel
Arizona
$254K – – –
FIM
1278
Fruth Investment Management
Texas
$254K – – –
CWA
1279
Clarus Wealth Advisors
Arizona
$254K +$579 +5 +0.2%
SAM
1280
SP Asset Management
California
$254K +$1.27K +11 +0.5%
LA
1281
LexAurum Advisors
Kansas
$254K +$13.5K +117 +6%
CB
1282
Cadence Bank
Mississippi
$254K +$32.4K +280 +15%
HWA
1283
HHM Wealth Advisors
Tennessee
$254K +$254K +2,195 New
LCP
1284
Legacy Capital Partners
Wisconsin
$253K +$253K +2,183 New
LSAG
1285
Lake Street Advisors Group
New Hampshire
$250K -$28.1K -243 -10%
ESBC
1286
E.S. Barr & Co
Kentucky
$250K – – –
CPA
1287
Court Place Advisors
Maryland
$250K – – –
TIA
1288
Tiemann Investment Advisors
California
$249K – – –
BBA
1289
Braun-Bostich & Associates
Pennsylvania
$248K -$658K -5,675 -73%
MIM
1290
Marco Investment Management
Georgia
$247K -$2.2K -19 -0.9%
CAGAS
1291
Capital Advisory Group Advisory Services
Minnesota
$246K -$35.1K -305 -13%
HIIFS
1292
Harel Insurance Investments & Financial Services
Israel
$244K – – –
ECM
1293
ExodusPoint Capital Management
New York
$244K +$244K +2,106 New
NC
1294
NewSquare Capital
Pennsylvania
$243K +$243K +2,100 New
BFA
1295
Brendel Financial Advisors
New Hampshire
$243K +$243K +2,100 New
PWMAG
1296
Pinnacle Wealth Management Advisory Group
New Jersey
$242K -$20.8K -180 -8%
ACP
1297
Aveo Capital Partners
Colorado
$241K -$7.06K -61 -3%
ATFA
1298
All Terrain Financial Advisors
Minnesota
$241K – – –
SFSIG
1299
San Francisco Sentry Investment Group
California
$241K +$1.97K +17 +0.8%
VA
1300
Valmark Advisers
Ohio
$240K +$240K +2,072 New
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52
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