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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 %
RMC
1476
Resources Management Corp
Connecticut
$52K – – –
CFA
1477
Clarfeld Financial Advisors
New York
$52K +$52K +448 New
YWP
1478
YorkBridge Wealth Partners
New York
$51K – – –
CA
1479
Crewe Advisors
Utah
$51K – – –
SPL
1480
Smart Portfolios LLC
Washington
$50K – – –
FGC
1481
Financial Gravity Companies
Texas
$49K +$49K +404 New
AC
1482
Avestar Capital
New York
$48K +$526 +5 +1%
CIA
1483
Cascade Investment Advisors
Oregon
$46.3K – – –
LYV
1484
Live Your Vision
Pennsylvania
$46K – – –
RIA
1485
RPG Investment Advisory
California
$45K -$2.2K -19 -5%
AIC
1486
Archer Investment Corporation
Indiana
$44K +$44K +382 New
QCIG
1487
Quad-Cities Investment Group
Iowa
$40K +$117 +1 +0.3%
CCA
1488
Catalyst Capital Advisors
New York
$39K +$39K +339 New
GWS
1489
Glassman Wealth Services
Virginia
$38K – – –
DMK
1490
David M. Knott
$35K – – –
ARMC
1491
American Research & Management Company
Massachusetts
$35K – – –
HWM
1492
Holloway Wealth Management
Florida
$34K -$21K – –
PK
1493
Pflug Koory
Nebraska
$34K – – –
EIM
1494
Essex Investment Management
Massachusetts
$34K +$34K +292 New
CAL
1495
Capital Analysts LLC
Pennsylvania
$33K -$2.42K -21 -7%
APW
1496
Acima Private Wealth
Virginia
$33K +$33K +285 New
BC
1497
Barnett & Company
Tennessee
$32K – – –
IF
1498
Ironwood Financial
Arizona
$30K +$30K +262 New
LFG
1499
Larson Financial Group
Missouri
$29K +$29K +248 New
JIR
1500
James Investment Research
Ohio
$28K – – –
58 59
60
61 62