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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 %
CAM
1401
Cacti Asset Management
Georgia
$116K – – –
WC
1402
Whitnell & Co
Illinois
$116K – – –
PO
1403
Private Ocean
California
$116K – – –
CT
1404
Clearstead Trust
Maine
$116K – – –
WAP
1405
Wealthcare Advisory Partners
Pennsylvania
$112K -$8.89K -77 -7%
AF
1406
Allworth Financial
California
$111K +$89.4K +776 +415%
IUHSA
1407
Itau Unibanco Holding S.A.
Brazil
$110K +$110K +962 New
NWM
1408
Northwest Wealth Management
Iowa
$108K – – –
CA
1409
Centerpoint Advisors
Massachusetts
$108K – – –
GWMIA
1410
Global Wealth Management Investment Advisory
Florida
$107K +$107K +928 New
CAW
1411
Cornerstone Advisors (Washington)
Washington
$106K +$16.3K +141 +18%
HWA
1412
Heritage Wealth Advisors
Virginia
$104K – – –
LC
1413
Lindbrook Capital
California
$104K +$104K +904 New
M
1414
Mirova
France
$103K +$103K +892 New
HI
1415
Hudock Inc
Pennsylvania
$101K – – –
SMFS
1416
Squar Milner Financial Services
California
$101K – – –
WANY
1417
Wealthspire Advisors (New York)
New York
$100K +$100K +865 New
FCFS
1418
First Command Financial Services
Texas
$96K +$22.9K +199 +31%
FCB
1419
First Command Bank
Texas
$96K +$22.9K +199 +31%
PAMU
1420
Pictet Asset Management (UK)
United Kingdom
$94.8K -$12.1K -104,280 -11%
MUS
1421
Mitsubishi UFJ Securities
Japan
$94K +$3.48K +30 +4%
CFG
1422
CKW Financial Group
Hawaii
$93K -$23.3K -200 -20%
HRC
1423
Hoertkorn Richard Charles
$93K -$11.6K -100 -11%
CLOS
1424
Compagnie Lombard Odier SCmA
Switzerland
$93K – – –
BRC
1425
Bell Rock Capital
Delaware
$93K +$116 +1 +0.1%
55 56
57
58 59