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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 %
BWM
701
Bernicke Wealth Management
Wisconsin
$945K – – –
SG
702
Somerset Group
Minnesota
$939K +$467K +5,540 +99%
HAIM
703
Hunter Associates Investment Management
Pennsylvania
$938K -$37.9K -450 -4%
MMPW
704
Mitchell McLeod Pugh & Williams
Alabama
$929K – – –
CA
705
Cornerstone Advisors
North Carolina
$927K +$927K +11,000 New
SCM
706
Shelton Capital Management
Colorado
$918K +$266K +3,150 +41%
DIP
707
DT Investment Partners
Pennsylvania
$917K +$5.14K +61 +0.6%
CCP
708
Clarkston Capital Partners
Michigan
$906K – – –
HC
709
HHG & Company
Connecticut
$904K -$8.85K -105 -1%
ABC
710
Associated Banc-Corp
Wisconsin
$903K +$13.1K +156 +1%
LIC
711
Lodestar Investment Counsel
Illinois
$900K – – –
GCA
712
Guardian Capital Advisors
Ontario, Canada
$893K -$11.8K -140 -1%
GW
713
GW & Wade
Massachusetts
$890K -$8.09K -96 -0.9%
AAC
714
Asset Advisors Corp
Georgia
$885K – – –
BFO
715
Boston Family Office
Massachusetts
$881K – – –
DIA
716
Denver Investment Advisors
Colorado
$880K -$110K -1,304 -11%
PWAG
717
Polaris Wealth Advisory Group
California
$880K +$880K +10,444 New
CCM
718
Catawba Capital Management
Virginia
$875K – – –
CLOS
719
Compagnie Lombard Odier SCmA
Switzerland
$875K +$12.6K +150 +1%
PIA
720
Peachtree Investment Advisors
Georgia
$873K – – –
FHC
721
First Houston Capital
Texas
$868K -$126K -1,500 -13%
FFC
722
First Financial Corp
Indiana
$854K -$5.39K -64 -0.6%
TCOV
723
Trust Company of Vermont
Vermont
$850K -$35.6K -422 -4%
NJBEST
724
New Jersey Better Educational Savings Trust
New Jersey
$843K -$169K -2,000 -17%
EIM
725
Essex Investment Management
Massachusetts
$839K +$839K +9,963 New
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