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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 %
FC
1351
Ferris Capital
Massachusetts
$207K – – –
WIP
1352
Wellesley Investment Partners
Massachusetts
$206K +$206K +1,785 New
MPAM
1353
Murphy Pohlad Asset Management
Minnesota
$206K +$206K +1,786 New
B
1354
Bridgeworth
Alabama
$205K -$15.9K -196 -7%
ACA
1355
Anchor Capital Advisors
Massachusetts
$203K +$203K +1,750 New
ANB
1356
Amarillo National Bank
Texas
$203K +$203K +1,750 New
RFA
1357
Reilly Financial Advisors
California
$202K -$29K -250 -13%
CC
1358
Cedar Capital
Illinois
$201K +$201K +1,737 New
CAM
1359
Congress Asset Management
Massachusetts
$201K +$201K +1,740 New
PWPS
1360
Pinnacle Wealth Planning Services
Ohio
$200K +$200K +1,729 New
PG
1361
Patten Group
Tennessee
$197K +$23.2K +200 +13%
HT
1362
Heritage Trust
Oklahoma
$195K -$5.8K -50 -3%
SFG
1363
SevenBridge Financial Group
Pennsylvania
$195K -$2.9K -25 -1%
BWM
1364
BerganKDV Wealth Management
Minnesota
$195K – – –
WWM
1365
Willingdon Wealth Management
North Carolina
$195K – – –
FRA
1366
Front Row Advisors
California
$190K – – –
SIAS
1367
Shine Investment Advisory Services
Colorado
$190K +$30K +259 +19%
MWA
1368
Meridian Wealth Advisors
Texas
$190K +$190K +1,646 New
THWM
1369
Taylor Hoffman Wealth Management
Virginia
$189K +$69.6K +600 +58%
PCTC
1370
Perkins Coie Trust Company
Washington
$185K – – –
CCM
1371
Copeland Capital Management
Pennsylvania
$185K +$185K +1,600 New
LFA
1372
Legacy Financial Advisors
Kentucky
$181K +$45.1K +389 +33%
WPW
1373
Winthrop Partners - WNY
New York
$175K – – –
IWP
1374
Icon Wealth Partners
Texas
$175K -$57.8K -500 -25%
EFSCE
1375
Enterprise Financial Services Corp (EFSC)
Missouri
$175K -$5.2K -45 -3%
53 54
55
56 57