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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 %
KWM
1326
Kingsview Wealth Management
Oregon
$219K -$6.25K -54 -3%
FPCG
1327
Fort Pitt Capital Group
Pennsylvania
$218K -$215K -1,859 -50%
SIC
1328
Sigma Investment Counselors
Michigan
$218K +$1.74K +15 +0.8%
CAN
1329
Claraphi Advisory Network
United States
$218K +$218K +1,884 New
AF
1330
Advisornet Financial
Minnesota
$217K -$27.8K -240 -11%
PMFA
1331
Plante Moran Financial Advisors
Michigan
$217K -$1.74K -15 -0.8%
GCM
1332
Gunderson Capital Management
South Carolina
$216K +$216K +1,863 New
WIC
1333
Whitegate Investment Counselors
New Hampshire
$216K +$216K +1,867 New
NL
1334
NVWM LLC
Pennsylvania
$215K +$39.7K +344 +23%
ISB
1335
Iowa State Bank
Iowa
$214K -$29.4K -254 -12%
LPIC
1336
LeJeune Puetz Investment Counsel
Michigan
$214K – – –
BWM
1337
BT Wealth Management
Georgia
$214K +$214K +1,776 New
HBT
1338
Hills Bank & Trust
Iowa
$212K +$212K +1,826 New
MCM
1339
Manchester Capital Management
Vermont
$211K – – –
CAG
1340
Csenge Advisory Group
Florida
$211K +$150K +1,300 +246%
ARG
1341
Advisory Resource Group
Oklahoma
$211K +$211K +1,824 New
MVA
1342
Mount Vernon Associates
Maryland
$211K +$211K +1,824 New
BW
1343
Biegel & Waller
Maryland
$210K -$34.9K -301 -14%
WIA
1344
Westbourne Investment Advisors
Maryland
$210K – – –
WB
1345
Webster Bank
Connecticut
$209K – – –
CCM
1346
Compton Capital Management
Rhode Island
$209K +$209K +1,803 New
SCP
1347
Silverleafe Capital Partners
Tennessee
$209K +$209K +1,810 New
AOWM
1348
Alpha Omega Wealth Management
Virginia
$208K – – –
RCA
1349
Rowland Carmichael Advisors
Arizona
$208K +$208K +1,800 New
AF
1350
Affiance Financial
Minnesota
$208K +$208K +1,800 New
52 53
54
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