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Eli Lilly
LLY

Overview Fund Activity

1,428 hedge funds and large institutions have $88.7B invested in Eli Lilly in 2018 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 425 increasing their positions, 539 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,428
Holders Change
+63
Holders Change %
+4.62%
% of All Funds
32.7%
Holding in Top 10
36
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+56.52%
% of All Funds
0.82%
New
147
Increased
425
Reduced
539
Closed
71
Calls
$703M
Puts
$880M
Net Calls
-$177M
Net Calls Change
-$153M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$671M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$301M
3
TCIM
TIAA CREF Investment Management
New York
+$177M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$132M
5
AAMU
Amundi Asset Management US
Massachusetts
+$102M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$629M
2
Dodge & Cox
Dodge & Cox
California
-$464M
3
Lilly Endowment
Lilly Endowment
Indiana
-$284M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$274M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
1326
Howe & Rusling
New York
$66K -$3.42K -32 -5%
GEA
1327
Glen Eagle Advisors
New Jersey
$64.9K -$10.7K -100 -14%
MPWT
1328
MassMutual Private Wealth & Trust
Connecticut
$64.5K -$3.65K -34 -5%
BDWM
1329
Brewin Dolphin Wealth Management
Ireland
$64.4K – – –
ACM
1330
AUA Capital Management
Pennsylvania
$64K – – –
TJHA
1331
Thomas J. Herzfeld Advisors
Florida
$64K – – –
SA
1332
SRH Advisors
Kansas
$64K – – –
FWM
1333
Focused Wealth Management
New York
$63K -$10.7K -100 -14%
PCP
1334
Proficio Capital Partners
Massachusetts
$63K +$2.8K +26 +5%
FIA
1335
FNY Investment Advisers
New York
$63K +$48.9K +460 +346%
KPCM
1336
Kings Point Capital Management
New York
$59K – – –
AWM
1337
Aevitas Wealth Management
Massachusetts
$59K +$106 +1 +0.2%
WCM
1338
Whitener Capital Management
North Carolina
$59K +$59K +550 New
CAG
1339
Csenge Advisory Group
Florida
$58K +$58K +529 New
EWM
1340
Edge Wealth Management
New York
$57K – – –
SCM
1341
Southport Capital Management
Tennessee
$57K +$57K +528 New
ADL
1342
Asset Dedication LLC
California
$55K – – –
CWM
1343
Catamount Wealth Management
Connecticut
$54K – – –
CFA
1344
Camarda Financial Advisors
Florida
$53K – – –
SAM
1345
Shamrock Asset Management
Texas
$53K – – –
PGWM
1346
Parisi Gray Wealth Management
New Jersey
$52K – – –
TC
1347
Truvestments Capital
Florida
$52K +$52K +484 New
TIM
1348
Tortoise Investment Management
New York
$50K – – –
EARNEST Partners
1349
EARNEST Partners
Georgia
$50K – – –
NCM
1350
Nelson Capital Management
California
$48K – – –
52 53
54
55 56