LLY icon

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 %
KMC
726
Kirr Marbach & Co
Indiana
$453K – – –
CS
727
Cannell & Spears
New York
$448K – – –
VLKIM
728
Van Lanschot Kempen Investment Management
Netherlands
$448K +$448K +8,800 New
DIP
729
DT Investment Partners
Pennsylvania
$447K +$16.7K +327 +4%
CAM
730
Columbia Asset Management
Michigan
$447K +$447K +8,766 New
DCM
731
Donaldson Capital Management
Indiana
$441K +$122K +2,400 +38%
CK
732
Carnick & Kubik
Colorado
$435K +$26.8K +525 +7%
AI
733
Atria Investments
North Carolina
$435K -$5.51K -108 -1%
ACI
734
Advance Capital I
Michigan
$435K +$39.3K +770 +10%
Pacer Advisors
735
Pacer Advisors
Pennsylvania
$433K +$433K +6,283 New
SHA
736
Smith Hayes Advisers
Nebraska
$432K +$306 +6 +0.1%
PL
737
Plancorp LLC
Missouri
$428K +$428K +8,387 New
WIC
738
Woodmont Investment Counsel
Tennessee
$419K +$111K +2,175 +36%
SGC
739
South Georgia Capital
Illinois
$418K +$418K +8,200 New
IRS
740
Invictus RG (Singapore)
Singapore
$414K +$242K +4,750 +141%
SC
741
Schulhoff & Co
Ohio
$413K – – –
BC
742
Bartlett & Co
Ohio
$413K – – –
FHA
743
First Horizon Advisors
Tennessee
$411K +$59.9K +1,354 +17%
MS
744
Marshall & Sullivan
Washington
$408K – – –
RW
745
Rand Wealth
Maryland
$408K – – –
AF
746
Arrow Financial
New York
$405K -$1.27K -25 -0.3%
GIS
747
Guardian Investor Services
New York
$405K – – –
T
748
TradeWorx
New Jersey
$399K -$218K -4,277 -35%
MG
749
MDE Group
New Jersey
$399K -$6.11K -120 -2%
PFS
750
Prospera Financial Services
Texas
$396K -$33.2K -652 -8%
28 29
30
31 32