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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 %
FIA
1526
FNY Investment Advisers
New York
$12K -$56.4K -489 -82%
AWM
1527
AllSquare Wealth Management
New York
$12K – – –
QAM
1528
QCI Asset Management
New York
$12K – – –
TWMP
1529
Taylor Wealth Management Partners
Massachusetts
$12K – – –
LC
1530
Lavaca Capital
Texas
$12K +$12K +100 New
LPWM
1531
Lake Point Wealth Management
Texas
$12K +$12K +104 New
LWM
1532
Liberty Wealth Management
California
$12K +$12K +109 New
EI
1533
Ellevest Inc
New York
$10K +$10K +89 New
CCM
1534
Causeway Capital Management
California
$9K -$123M -1,107,491 -100%
JWA
1535
JFS Wealth Advisors
Pennsylvania
$9K -$79.7K -717 -90%
BWM
1536
Baystate Wealth Management
Massachusetts
$9K -$3.28K -27 -27%
BAMG
1537
Brand Asset Management Group
Missouri
$9K – – –
FPB
1538
First PREMIER Bank
South Dakota
$9K +$9K +80 New
AS
1539
Altshuler Shaham
Israel
$8K +$343 +3 +4%
LB
1540
Legacy Bridge
Iowa
$8K +$8K +65 New
WCM
1541
WealthBridge Capital Management
Ohio
$7K +$7K +59 New
SWP
1542
Strategic Wealth Partners
Ohio
$6K – – –
BL
1543
Balentine LLC
Georgia
$6K +$6K +53 New
AMCA
1544
Arthur M. Cohen & Associates
Illinois
$5.71K +$5 +45 +0.1%
MIM
1545
Macroview Investment Management
Maryland
$5K – – –
BSG
1546
Black Swift Group
Colorado
$5K – – –
UB
1547
UMB Bank
Missouri
$4.3K -$558 -4,818 -11%
LWM
1548
Lenox Wealth Management
Ohio
$4K +$4K +208 New
AAP
1549
Arax Advisory Partners
Colorado
$3K – – –
EWA
1550
ERTS Wealth Advisors
Michigan
$3K +$3K +29 New
60 61
62
63 64