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Eli Lilly
LLY

Overview Fund Activity

1,218 hedge funds and large institutions have $71B invested in Eli Lilly in 2015 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 414 increasing their positions, 447 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+73
Holders Change %
+6.38%
% of All Funds
31.99%
Holding in Top 10
40
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-28.57%
% of All Funds
1.05%
New
150
Increased
414
Reduced
447
Closed
64
Calls
$785M
Puts
$488M
Net Calls
+$297M
Net Calls Change
-$27.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$282M
2
Invesco
Invesco
Georgia
+$186M
3
Bank of America
Bank of America
North Carolina
+$177M
4
Ameriprise
Ameriprise
Minnesota
+$167M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$131M

Top Sellers

1
MNA
Manning & Napier Advisors
New York
-$343M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$286M
3
Citadel Advisors
Citadel Advisors
Florida
-$227M
4
Fidelity International
Fidelity International
Bermuda
-$150M
5
Lilly Endowment
Lilly Endowment
Indiana
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
501
Chesapeake Asset Management
New York
$2.5M -$19K -225 -0.8%
AB
502
Amalgamated Bank
New York
$2.5M -$634K -7,521 -20%
BRWA
503
B. Riley Wealth Advisors
Florida
$2.5M +$951K +11,281 +62%
GIM
504
Goelzer Investment Management
Indiana
$2.42M -$25.3K -300 -1%
BG
505
Bahl & Gaynor
Ohio
$2.42M +$129K +1,526 +6%
RJT
506
Raymond James Trust
Florida
$2.41M +$379K +4,497 +19%
JIC
507
Johnson Investment Counsel
Ohio
$2.4M -$207K -2,453 -8%
EWM
508
Evercore Wealth Management
New York
$2.39M +$151K +1,788 +7%
AP
509
AHL Partners
United Kingdom
$2.39M +$1.82M +21,652 +322%
SMM
510
Stadion Money Management
Georgia
$2.38M +$90K +1,068 +4%
MFS
511
MSI Financial Services
Massachusetts
$2.37M +$1.61M +19,101 +210%
BB
512
Busey Bank
Illinois
$2.36M -$5.48K -65 -0.2%
Thrivent Financial for Lutherans
513
Thrivent Financial for Lutherans
Minnesota
$2.35M +$108K +1,280 +5%
WIM
514
Waverton Investment Management
United Kingdom
$2.35M +$2.35M +27,900 New
CSS
515
Cubist Systematic Strategies
Connecticut
$2.35M +$1.61M +19,159 +220%
SAM
516
Strategy Asset Managers
California
$2.34M +$13K +154 +0.6%
FCH
517
Freestone Capital Holdings
Washington
$2.33M +$177K +2,099 +8%
OA
518
Oak Associates
Ohio
$2.32M – – –
FBNAT
519
FirstMerit Bank N.A. Trustee
Ohio
$2.31M -$137K -1,625 -6%
BO
520
BRR OpCo
Ohio
$2.29M +$10.2K +121 +0.4%
LI
521
Longer Investments
Arkansas
$2.29M +$2.29M +27,128 New
ICAS
522
Investors Capital Advisory Services
Massachusetts
$2.29M +$67.9K +806 +3%
ACM
523
Atika Capital Management
New York
$2.28M +$1.64M +19,500 +260%
Hotchkis & Wiley Capital Management
524
Hotchkis & Wiley Capital Management
California
$2.27M – – –
SSA
525
South Street Advisors
New York
$2.25M – – –
19 20
21
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