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Eli Lilly
LLY

Overview Fund Activity

1,136 hedge funds and large institutions have $70.4B invested in Eli Lilly in 2015 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 305 increasing their positions, 522 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
+21
Holders Change %
+1.88%
% of All Funds
30.64%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
1.29%
New
95
Increased
305
Reduced
522
Closed
63
Calls
$843M
Puts
$496M
Net Calls
+$347M
Net Calls Change
+$150M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$646M
2
Capital International Investors
Capital International Investors
California
+$492M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$413M
4
MNA
Manning & Napier Advisors
New York
+$369M
5
TCIM
TIAA CREF Investment Management
New York
+$268M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$230M
2
State Street
State Street
Massachusetts
-$187M
3
Fidelity International
Fidelity International
Bermuda
-$143M
4
SCCM
Schafer Cullen Capital Management
New York
-$134M
5
Lilly Endowment
Lilly Endowment
Indiana
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
676
Trust Company of Vermont
Vermont
$869K – – –
PPSG
677
Princeton Portfolio Strategies Group
New Jersey
$867K +$867K +10,381 New
PIA
678
Peachtree Investment Advisors
Georgia
$865K – – –
BSA
679
Braun Stacey Associates
New York
$860K +$309K +3,700 +56%
PGIM
680
Pacific Global Investment Management
California
$858K -$141K -1,689 -14%
CLOS
681
Compagnie Lombard Odier SCmA
Switzerland
$848K -$63.5K -761 -7%
CNBT
682
Canandaigua National Bank & Trust
New York
$841K -$8.35K -100 -1%
WA
683
WBH Advisory
Maryland
$835K +$17.4K +209 +2%
PL
684
Parthenon LLC
Kentucky
$834K -$8.35K -100 -1%
SSWM
685
Smith Salley Wealth Management
North Carolina
$819K -$35.1K -421 -4%
WTB
686
Washington Trust Bank
Washington
$816K +$12.5K +150 +2%
DDC
687
DF Dent & Co
Maryland
$816K +$18.5K +222 +2%
FFA
688
First Foundation Advisors
California
$815K -$27.5K -330 -3%
CTA
689
Colonial Trust Advisors
South Carolina
$802K -$41.8K -500 -5%
DCM
690
Donaldson Capital Management
Indiana
$799K -$184K -2,200 -19%
AWA
691
AmeriServ Wealth Advisors
Pennsylvania
$796K -$342K -4,100 -30%
SBWM
692
Sunflower Bank Wealth Management
Arizona
$790K -$1.06M -12,718 -57%
SC
693
Schulhoff & Co
Ohio
$784K – – –
BAM
694
Bruderman Asset Management
New York
$773K -$1.97M -23,545 -72%
SBH
695
Segall Bryant & Hamill
Illinois
$773K -$8.35K -100 -1%
FWM
696
Frontier Wealth Management
Missouri
$767K +$165K +1,979 +27%
PP
697
Patten & Patten
Tennessee
$766K -$76.7K -918 -9%
LP
698
LMR Partners
United Kingdom
$766K +$766K +9,175 New
MAM
699
Mizuho Asset Management
Japan
$764K +$186K +2,230 +32%
CCT
700
Chemung Canal Trust
New York
$762K -$54.3K -650 -7%
26 27
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