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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 %
CBN
751
Cadence Bank NA
Texas
$396K +$27.5K +538 +7%
OWD
752
Osborn Williams & Donohoe
Ohio
$395K -$5.1K -100 -1%
FTC
753
Farmers Trust Company
Ohio
$394K +$18.2K +357 +5%
MCWS
754
McKinley Carter Wealth Services
West Virginia
$391K -$524K -10,277 -57%
KT
755
Kanaly Trust
Texas
$391K +$391K +7,664 New
DWA
756
Douglass Winthrop Advisors
New York
$388K -$53.8K -1,055 -12%
DBIA
757
Dumont & Blake Investment Advisors
New Jersey
$385K – – –
BAM
758
Brave Asset Management
New Jersey
$385K +$385K +7,550 New
IIC
759
Ironwood Investment Counsel
Arizona
$384K -$145K -2,830 -27%
GAM
760
Garrison Asset Management
Arkansas
$384K +$33.7K +661 +10%
MAM
761
Mastrapasqua Asset Management
Tennessee
$379K +$6.13K +120 +2%
FMW
762
Farr Miller & Washington
District of Columbia
$377K – – –
GD
763
Grandfield & Dodd
New York
$372K – – –
WAM
764
Wallington Asset Management
Indiana
$372K +$27.2K +533 +8%
FIG
765
Fusion Investment Group
Pennsylvania
$370K +$370K +7,261 New
WIC
766
Wilkins Investment Counsel
Massachusetts
$369K – – –
NC
767
NewSquare Capital
Pennsylvania
$368K +$43.2K +847 +13%
NSIM
768
North Star Investment Management
Illinois
$367K +$61.2K +1,200 +20%
WT
769
Whittier Trust
California
$365K -$99.5K -1,950 -21%
SCM
770
Salem Capital Management
Massachusetts
$365K – – –
EA
771
Emerald Advisers
Pennsylvania
$365K +$26.1K +512 +8%
HW
772
Hancock Whitney
Mississippi
$365K +$49.2K +966 +16%
AW
773
ACG Wealth
Georgia
$365K +$365K +7,154 New
CWM
774
Concert Wealth Management
California
$364K -$23.1K -454 -6%
WT
775
Washington Trust
Rhode Island
$364K +$51K +1,000 +16%
29 30
31
32 33