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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 %
DBT
726
Dubuque Bank & Trust
Iowa
$835K -$38.1K -452 -4%
WCBA
727
Weaver C. Barksdale & Associates
Tennessee
$833K – – –
FWM
728
Frontier Wealth Management
Missouri
$833K – – –
WT
729
Whittier Trust
California
$832K -$84.9K -1,007 -9%
FFA
730
First Foundation Advisors
California
$828K +$19.7K +234 +2%
Cetera Investment Advisers
731
Cetera Investment Advisers
Illinois
$814K +$814K +9,679 New
BCM
732
Brookstone Capital Management
Illinois
$813K -$9.1K -108 -1%
PL
733
Parthenon LLC
Kentucky
$806K – – –
CW
734
Cobiz Wealth
Colorado
$801K +$801K +9,508 New
JWS
735
Juncture Wealth Strategies
Arizona
$800K -$84.2K -1,000 -10%
SSWM
736
Smith Salley Wealth Management
North Carolina
$798K -$21.1K -250 -3%
PPSG
737
Princeton Portfolio Strategies Group
New Jersey
$797K -$245K -2,906 -24%
SBH
738
Segall Bryant & Hamill
Illinois
$797K +$16.9K +200 +2%
PP
739
Patten & Patten
Tennessee
$793K +$7.59K +90 +1%
OIA
740
Optimum Investment Advisors
Illinois
$792K -$31.2K -370 -4%
SC
741
Schulhoff & Co
Ohio
$792K – – –
CT
742
Coastline Trust
Rhode Island
$786K +$30.3K +360 +4%
HCM
743
Highbridge Capital Management
New York
$785K -$110K -1,312 -12%
PGIM
744
Pacific Global Investment Management
California
$781K -$32.8K -389 -4%
CNBT
745
Canandaigua National Bank & Trust
New York
$779K – – –
SBWM
746
Sunflower Bank Wealth Management
Arizona
$769K -$9.27K -110 -1%
ITIM
747
Indiana Trust & Investment Management
Indiana
$764K +$20.7K +300 +3%
MWAC
748
Mariner Wealth Advisors (Cincinnati)
Ohio
$764K +$764K +9,064 New
ANBTV
749
American National Bank & Trust (Virginia)
Virginia
$759K – – –
TCM
750
Tributary Capital Management
Nebraska
$758K +$758K +9,000 New
28 29
30
31 32