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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 %
MCM
701
Monarch Capital Management
Indiana
$512K – – –
JIM
702
Jensen Investment Management
Oregon
$511K +$82.6K +1,620 +19%
HSA
703
Hussman Strategic Advisors
Maryland
$510K – – –
TNB
704
Thomasville National Bank
Georgia
$507K -$43.1K -846 -8%
MBT
705
Monroe Bank & Trust
Michigan
$506K -$57.1K -1,120 -10%
TCOV
706
Trust Company of Vermont
Vermont
$506K -$24K -470 -5%
BCM
707
Brookstone Capital Management
Illinois
$506K +$506K +9,915 New
DDC
708
DF Dent & Co
Maryland
$505K -$25.5K -500 -5%
CFS
709
Community Financial System
New York
$504K -$10.2K -200 -2%
FNB
710
First Niagara Bank
New York
$500K -$9.9K -194 -2%
NIM
711
Northeast Investment Management
Massachusetts
$495K -$4.33K -85 -0.9%
QLMGAA
712
QS Legg Mason Global Asset Allocation
New York
$495K +$41.1K +805 +9%
PL
713
Parthenon LLC
Kentucky
$493K -$20.4K -400 -4%
GP
714
Girard Partners
Pennsylvania
$491K +$491K +9,637 New
BIC
715
Bridges Investment Counsel
Nebraska
$489K -$56.1K -1,100 -10%
FFA
716
First Foundation Advisors
California
$488K +$6.63K +130 +1%
CIM
717
Calvert Investment Management
Maryland
$486K – – –
Capstone Investment Advisors
718
Capstone Investment Advisors
New York
$483K +$274K +5,374 +131%
FFSOTS
719
Fiduciary Financial Services of The Southwest
Texas
$476K -$17.1K -335 -3%
RFS
720
Rockefeller Financial Services
New York
$474K -$520K -10,189 -52%
IIM
721
Ipswich Investment Management
Massachusetts
$473K – – –
BBHC
722
Brown Brothers Harriman & Co
New York
$472K -$135K -2,650 -22%
HP
723
HT Partners
Connecticut
$468K -$64.4K -1,263 -12%
ATC
724
Adirondack Trust Company
New York
$466K +$15.1K +295 +3%
FSC
725
Fiduciary Services Corp
Georgia
$460K -$15.7K -309 -3%
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