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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 %
ATIA
1301
American Trust Investment Advisors
New Hampshire
$221K +$2.23K +20 +1%
QPWM
1302
Quadrant Private Wealth Management
Pennsylvania
$219K +$112 +1 +0.1%
BFA
1303
Brendel Financial Advisors
New Hampshire
$218K – – –
GGI
1304
Godsey & Gibb Inc
Virginia
$218K +$218K +1,946 New
Acadian Asset Management
1305
Acadian Asset Management
Massachusetts
$217K -$373K -3,341 -63%
RIA
1306
Realta Investment Advisors
Delaware
$216K -$19.7K -177 -8%
IWA
1307
Intercontinental Wealth Advisors
Texas
$216K -$1.56K -14 -0.7%
CWS
1308
Cypress Wealth Services
California
$216K +$11.5K +103 +6%
VWM
1309
Valley Wealth Managers
New Jersey
$215K – – –
CWA
1310
Clarus Wealth Advisors
Arizona
$214K -$14.2K -127 -6%
AIA
1311
Arbor Investment Advisors
North Carolina
$213K – – –
WB
1312
Webster Bank
Connecticut
$213K – – –
RCA
1313
Rowland Carmichael Advisors
Arizona
$213K +$213K +1,908 New
PMFA
1314
Plante Moran Financial Advisors
Michigan
$212K -$13.2K -118 -6%
FPCG
1315
Fort Pitt Capital Group
Pennsylvania
$212K +$212K +1,898 New
TIA
1316
Tiemann Investment Advisors
California
$210K -$30.8K -275 -13%
SIC
1317
Sigma Investment Counselors
Michigan
$210K -$3.57K -32 -2%
VWA
1318
V Wealth Advisors
Kansas
$210K +$1.35K +12 +0.6%
CBFP
1319
Cedar Brook Financial Partners
Ohio
$210K +$210K +1,874 New
AWM
1320
Alterna Wealth Management
Texas
$210K +$210K +1,881 New
WIC
1321
Whitegate Investment Counselors
New Hampshire
$209K – – –
NIM
1322
NuWave Investment Management
New Jersey
$207K -$441K -3,976 -68%
LPIC
1323
LeJeune Puetz Investment Counsel
Michigan
$207K – – –
CWM
1324
Cabot Wealth Management
Massachusetts
$206K – – –
SFSG
1325
Stearns Financial Services Group
North Carolina
$206K +$224 +2 +0.1%
51 52
53
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