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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 %
BDWM
1451
Brewin Dolphin Wealth Management
Ireland
$69.4K – – –
RWA
1452
River Wealth Advisors
Pennsylvania
$69K -$66.1K -574 -49%
HR
1453
Howe & Rusling
New York
$69K -$2.19K -19 -3%
TJHA
1454
Thomas J. Herzfeld Advisors
Florida
$69K – – –
SA
1455
SRH Advisors
Kansas
$69K – – –
ACM
1456
AUA Capital Management
Pennsylvania
$69K – – –
CQS
1457
Credential Qtrade Securities
$66.5K -$344K -2,973 -84%
BCA
1458
Berman Capital Advisors
Georgia
$66K +$66K +579 New
AIM
1459
Advantage Investment Management
Iowa
$65K +$16.6K +143 +34%
KPCM
1460
Kings Point Capital Management
New York
$64K – – –
PWMG
1461
Prestige Wealth Management Group
New Jersey
$64K +$64K +551 New
WCM
1462
Whitener Capital Management
North Carolina
$63K – – –
PCIA
1463
Prime Capital Investment Advisors
Kansas
$62K +$50.5K +438 +438%
EWM
1464
Edge Wealth Management
New York
$61K – – –
BAM
1465
Bruderman Asset Management
New York
$61K +$57.1K +495 +1,456%
CWM
1466
Catamount Wealth Management
Connecticut
$60K – – –
ADL
1467
Asset Dedication LLC
California
$59K – – –
CFA
1468
Camarda Financial Advisors
Florida
$58K – – –
SAM
1469
Shamrock Asset Management
Texas
$57K – – –
PGWM
1470
Parisi Gray Wealth Management
New Jersey
$55K – – –
TIM
1471
Tortoise Investment Management
New York
$54K – – –
EARNEST Partners
1472
EARNEST Partners
Georgia
$54K – – –
PI
1473
PineBridge Investments
New York
$54K +$54K +470 New
AWM
1474
Aevitas Wealth Management
Massachusetts
$53K -$11.5K -99 -18%
RMC
1475
Resources Management Corp
Connecticut
$52K – – –
57 58
59
60 61