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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 %
Walleye Trading
626
Walleye Trading
New York
$773K -$1.97M -38,556 -72%
GF
627
Gerstein Fisher
New York
$770K +$370K +7,258 +93%
DCM
628
Dinsmore Capital Management
New Jersey
$765K – – –
III
629
Independent Investors Inc
New York
$765K – – –
SCM
630
Sterling Capital Management
North Carolina
$764K +$14.8K +290 +2%
WA
631
WFG Advisors
Texas
$755K -$5.51K -108 -0.7%
UCFA
632
United Capital Financial Advisors
Texas
$749K -$5.09M -99,747 -87%
MFS
633
MSI Financial Services
Massachusetts
$746K +$23.2K +455 +3%
WSCM
634
Wellington Shields Capital Management
New York
$741K +$1.07K +21 +0.1%
AWA
635
AmeriServ Wealth Advisors
Pennsylvania
$738K -$18.8K -368 -2%
OCG
636
Opus Capital Group
Ohio
$730K +$365K +7,160 +100%
Mackenzie Financial
637
Mackenzie Financial
Ontario, Canada
$729K +$188K +3,682 +35%
MMG
638
Monetary Management Group
Missouri
$725K -$1.53M -30,000 -68%
ABC
639
Associated Banc-Corp
Wisconsin
$724K -$69.3K -1,359 -9%
PP
640
Patten & Patten
Tennessee
$723K -$84.9K -1,666 -11%
CCM
641
Covington Capital Management
California
$723K – – –
HB
642
Homrich & Berg
Georgia
$718K +$86.6K +1,699 +14%
BAC
643
Boys Arnold & Co
North Carolina
$716K +$30.6K +600 +4%
TYCC
644
Texas Yale Capital Corp
Florida
$716K +$130K +2,550 +22%
KFS
645
Kurt F. Somerville
$715K – – –
BFC
646
Blue Fin Capital
Rhode Island
$710K +$710K +13,925 New
PGIM
647
Pacific Global Investment Management
California
$702K +$1.02K +20 +0.1%
RJFSA
648
Raymond James Financial Services Advisors
Florida
$689K -$210K -4,127 -23%
CCM
649
Catawba Capital Management
Virginia
$684K – – –
Jones Financial Companies
650
Jones Financial Companies
Missouri
$683K +$21.9K +430 +3%
24 25
26
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