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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 %
Credit Agricole
1501
Credit Agricole
France
$27K – – –
UOTTAIMCU
1502
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$27K +$27K +230 New
WAM
1503
Wakefield Asset Management
Colorado
$27K +$27K +230 New
SIS
1504
Sound Income Strategies
Florida
$26K – – –
CB
1505
CNB Bank
Pennsylvania
$26K – – –
WA
1506
WealthTrust-Arizona
Arizona
$26K +$117 +1 +0.5%
FTI
1507
Fiduciary Trust International
Massachusetts
$26K +$26K +228 New
NIM
1508
NuWave Investment Management
New Jersey
$24K -$5.41K -46 -18%
IFA
1509
Interactive Financial Advisors
Illinois
$24K – – –
FFW
1510
Fusion Family Wealth
New York
$24K +$114 +1 +0.5%
CAC
1511
Certified Advisory Corp
Florida
$23K – – –
MCM
1512
MV Capital Management
Maryland
$22K – – –
BWL
1513
Bogart Wealth LLC
Virginia
$21K +$21K +190 New
WAS
1514
Winch Advisory Services
Wisconsin
$19K – – –
BGIM
1515
Brandywine Global Investment Management
Pennsylvania
$19K +$19K +161 New
TVWM
1516
Tower View Wealth Management
Wisconsin
$18K – – –
PFGIA
1517
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$911 +8 +5%
MFBTD
1518
MB Financial Bank - Trust Department
Illinois
$17K – – –
LWS
1519
Lucia Wealth Services
California
$17K +$17K +150 New
NSG
1520
Nalls Sherbakoff Group
Tennessee
$17K +$17K +150 New
CWM
1521
Cranbrook Wealth Management
Michigan
$16K – – –
ME
1522
McIlrath & Eck
Washington
$16K – – –
PG
1523
Proffitt & Goodson
Tennessee
$16K – – –
PWM
1524
PRW Wealth Management
Massachusetts
$14K +$14K +132 New
CFD
1525
Creative Financial Designs
Indiana
$13K – – –
59 60
61
62 63