LLY icon

Eli Lilly
LLY

Overview Fund Activity

1,003 hedge funds and large institutions have $42.1B invested in Eli Lilly in 2013 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 341 increasing their positions, 405 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,003
Holders Change
+30
Holders Change %
+3.08%
% of All Funds
29.13%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.55%
New
111
Increased
341
Reduced
405
Closed
69
Calls
$460M
Puts
$416M
Net Calls
+$44.3M
Net Calls Change
-$109M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$724M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$524M
3
AIG
American International Group
New York
+$259M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$98M
5
State Street
State Street
Massachusetts
+$80.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$143M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$135M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$135M
4
Principal Financial Group
Principal Financial Group
Iowa
-$134M
5
JHIU
Janus Henderson Investors US
Colorado
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMU
601
Signet Management USA
Virginia
$891K +$891K +17,464 New
HIC
602
Harvey Investment Company
Kentucky
$887K – – –
PIP
603
Palisades Investment Partners
California
$869K -$271K -5,300 -24%
GA
604
Geneva Advisors
Illinois
$868K -$168K -3,298 -16%
ICOA
605
Investment Centers of America
North Dakota
$859K -$570K -11,252 -40%
CLOS
606
Compagnie Lombard Odier SCmA
Switzerland
$842K +$842K +16,491 New
LIA
607
LS Investment Advisors
Michigan
$840K +$424K +8,318 +102%
OCM
608
Osterweis Capital Management
California
$839K -$9.18K -180 -1%
HTC
609
Haverford Trust Company
Pennsylvania
$830K -$12.8K -250 -2%
TCM
610
Tradition Capital Management
New Jersey
$827K -$81.5K -1,600 -9%
VWM
611
Valley Wealth Managers
New Jersey
$820K +$137K +2,690 +20%
DSAM
612
Dock Street Asset Management
Florida
$816K – – –
TU
613
TDAM USA
Ontario, Canada
$814K +$390K +7,654 +92%
BVDMP
614
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$805K – – –
MYLI
615
Meiji Yasuda Life Insurance
Japan
$804K +$120K +2,354 +18%
Mariner
616
Mariner
Kansas
$801K -$32.7K -641 -4%
SPC
617
Stewart & Patten Company
California
$801K – – –
SA
618
Strategic Advisors
New York
$800K +$76.5K +1,500 +11%
SBWM
619
Sunflower Bank Wealth Management
Arizona
$796K -$19.4K -380 -2%
NGA
620
Naples Global Advisors
Florida
$796K +$796K +15,615 New
IPRC
621
Indices-Pac Research Corporation
New Jersey
$787K -$187K -3,660 -19%
ICAS
622
Investors Capital Advisory Services
Massachusetts
$784K +$20.1K +394 +3%
BO
623
Bank OZK
Arkansas
$784K +$31.3K +615 +4%
WTC
624
WhitTier Trust Company
Nevada
$779K – – –
NB
625
NBT Bank
New York
$776K -$44.3K -870 -5%
23 24
25
26 27