LLY icon

Eli Lilly
LLY

Overview Fund Activity

1,601 hedge funds and large institutions have $101B invested in Eli Lilly in 2019 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 441 increasing their positions, 755 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,601
Holders Change
+44
Holders Change %
+2.83%
% of All Funds
34.71%
Holding in Top 10
49
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-20.97%
% of All Funds
1.06%
New
159
Increased
441
Reduced
755
Closed
102
Calls
$1.62B
Puts
$1.23B
Net Calls
+$391M
Net Calls Change
+$449M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$558M
2
Citadel Advisors
Citadel Advisors
Florida
+$429M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$360M
4
Bank of America
Bank of America
North Carolina
+$281M
5
APG Asset Management
APG Asset Management
Netherlands
+$238M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.25B
2
BlackRock
BlackRock
New York
-$1.02B
3
Primecap Management
Primecap Management
California
-$956M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$662M
5
Franklin Resources
Franklin Resources
California
-$637M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLFP
1301
MPS Loria Financial Planners
Illinois
$266K +$260 +2 +0.1%
CW
1302
CreativeOne Wealth
Kansas
$266K +$266K +2,052 New
FWM
1303
Focused Wealth Management
New York
$265K – – –
HIS
1304
Harvest Investment Services
Illinois
$264K +$6.45K +50 +3%
MRCM
1305
M&R Capital Management
New Jersey
$262K -$23.9K -200 -8%
TH
1306
TCTC Holdings
Texas
$261K – – –
DMC
1307
Drexel Morgan & Co
Pennsylvania
$260K – – –
FCA
1308
FinTrust Capital Advisors
South Carolina
$256K -$65.5K -503 -20%
LRPA
1309
L. Roy Papp & Associates
Arizona
$255K -$64K -493 -20%
ATIA
1310
American Trust Investment Advisors
New Hampshire
$254K -$30.5K -235 -11%
QPWM
1311
Quadrant Private Wealth Management
Pennsylvania
$254K -$650 -5 -0.3%
IWA
1312
Intercontinental Wealth Advisors
Texas
$253K -$232K -1,788 -48%
GFS
1313
GYL Financial Synergies
Connecticut
$253K +$260 +2 +0.1%
CAM
1314
Close Asset Management
United Kingdom
$252K -$2.92M -22,489 -92%
SCM
1315
Silvant Capital Management
Georgia
$251K – – –
CB
1316
Cadence Bank
Mississippi
$250K -$35.1K -270 -12%
AIA
1317
Arbor Investment Advisors
North Carolina
$248K – – –
FPCG
1318
Fort Pitt Capital Group
Pennsylvania
$246K +$1.95K +15 +0.8%
JCM
1319
Janney Capital Management
Pennsylvania
$246K +$246K +1,894 New
GLA
1320
Good Life Advisors
Pennsylvania
$245K +$245K +1,903 New
SIC
1321
Sigma Investment Counselors
Michigan
$244K – – –
WIP
1322
Wellesley Investment Partners
Massachusetts
$244K +$12.6K +97 +5%
PMFA
1323
Plante Moran Financial Advisors
Michigan
$243K – – –
GCM
1324
Gunderson Capital Management
South Carolina
$243K +$1.04K +8 +0.4%
WIC
1325
Whitegate Investment Counselors
New Hampshire
$242K – – –
51 52
53
54 55