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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 %
NCM
1301
Next Capital Management
New York
$239K +$239K +2,067 New
MLFP
1302
MPS Loria Financial Planners
Illinois
$236K +$19.6K +170 +9%
FWM
1303
Focused Wealth Management
New York
$236K +$168K +1,450 +245%
FHA
1304
Flagship Harbor Advisors
Massachusetts
$234K -$15.6K -135 -6%
SWA
1305
Sutton Wealth Advisors
Florida
$233K +$5.21K +45 +2%
JAM
1306
Jolley Asset Management
North Carolina
$233K -$23.2K -200 -9%
TH
1307
TCTC Holdings
Texas
$233K +$17.4K +150 +8%
BCMO
1308
Buckingham Capital Management (Ohio)
Ohio
$233K +$233K +2,017 New
CWM
1309
Cabot Wealth Management
Massachusetts
$231K – – –
DMC
1310
Drexel Morgan & Co
Pennsylvania
$231K – – –
HIS
1311
Harvest Investment Services
Illinois
$231K +$231K +1,998 New
DSC
1312
Duncker Streett & Co
Missouri
$230K – – –
UR
1313
USCA RIA
Texas
$228K -$50.5K -437 -18%
QPWM
1314
Quadrant Private Wealth Management
Pennsylvania
$227K – – –
PWP
1315
Principle Wealth Partners
Connecticut
$227K +$227K +1,960 New
RBFC
1316
Roman Butler Fullerton & Co
Missouri
$227K +$227K +1,961 New
GFS
1317
GYL Financial Synergies
Connecticut
$225K +$225K +1,945 New
SCA
1318
Stonebridge Capital Advisors
Minnesota
$224K -$41.9K -362 -16%
SCM
1319
Silvant Capital Management
Georgia
$224K – – –
NFGCM
1320
Norman Fields Gottscho Capital Management
New York
$222K – – –
AIA
1321
Arbor Investment Advisors
North Carolina
$221K -$9.15K -79 -4%
EWM
1322
Executive Wealth Management
Michigan
$221K +$221K +1,912 New
GCMG
1323
Gyroscope Capital Management Group
Florida
$220K -$10.2M -87,946 -98%
NA
1324
Navellier & Associates
Nevada
$220K -$26.6K -230 -11%
ALAM
1325
Asahi Life Asset Management
Japan
$220K +$220K +1,900 New
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