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Eli Lilly
LLY

Overview Fund Activity

1,177 hedge funds and large institutions have $66B invested in Eli Lilly in 2016 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 435 increasing their positions, 428 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+29
Holders Change %
+2.53%
% of All Funds
31.45%
Holding in Top 10
36
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+50%
% of All Funds
0.96%
New
97
Increased
435
Reduced
428
Closed
57
Calls
$818M
Puts
$643M
Net Calls
+$175M
Net Calls Change
-$99.1M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$313M
2
EVM
Eaton Vance Management
Massachusetts
+$182M
3
JHIU
Janus Henderson Investors US
Colorado
+$108M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$106M
5
BGC
Beutel, Goodman & Co
Ontario, Canada
+$104M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.35B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$213M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$188M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$104M
5
Capital International Investors
Capital International Investors
California
-$98.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
701
Cannell & Co
New York
$786K -$7.87K -100 -1%
GP
702
Girard Partners
Pennsylvania
$786K +$18K +228 +2%
BAM
703
Burnham Asset Management
New York
$785K -$614K -7,800 -44%
AP
704
Appleton Partners
Massachusetts
$784K -$41K -520 -5%
BCM
705
Brookstone Capital Management
Illinois
$784K +$16.1K +205 +2%
PFM
706
Parsec Financial Management
North Carolina
$784K +$248K +3,145 +46%
HCA
707
Harbour Capital Advisors
Virginia
$783K -$111K -1,408 -12%
FWM
708
Frontier Wealth Management
Missouri
$782K +$3.94K +50 +0.5%
MI
709
Montage Investments
Kansas
$779K +$66K +839 +9%
PCMM
710
Private Capital Management (Minnesota)
Minnesota
$776K -$106K -1,350 -12%
WCBA
711
Weaver C. Barksdale & Associates
Tennessee
$776K – – –
PPSG
712
Princeton Portfolio Strategies Group
New Jersey
$768K – – –
NAMA
713
Nikko Asset Management Americas
New York
$766K – – –
BC
714
Bartlett & Co
Ohio
$762K +$164K +2,083 +27%
WA
715
WBH Advisory
Maryland
$761K +$2.28K +29 +0.3%
FFWA
716
FRG Family Wealth Advisors
Washington
$756K +$66.9K +850 +10%
NC
717
NewSquare Capital
Pennsylvania
$750K +$112K +1,419 +17%
JWS
718
Juncture Wealth Strategies
Arizona
$748K +$31.5K +400 +4%
SBH
719
Segall Bryant & Hamill
Illinois
$745K – – –
MWAC
720
Mariner Wealth Advisors (Cincinnati)
Ohio
$743K +$3.78K +48 +0.5%
SC
721
Schulhoff & Co
Ohio
$740K – – –
CT
722
Coastline Trust
Rhode Island
$738K +$15.7K +200 +2%
ECM
723
ETrade Capital Management
Virginia
$738K +$114K +1,443 +18%
BCB
724
Brian C. Broderick
$726K – – –
PWP
725
Private Wealth Partners
California
$723K – – –
27 28
29
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