LLY icon

Eli Lilly
LLY

Overview Fund Activity

1,136 hedge funds and large institutions have $70.4B invested in Eli Lilly in 2015 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 305 increasing their positions, 522 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
+21
Holders Change %
+1.88%
% of All Funds
30.64%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
1.29%
New
95
Increased
305
Reduced
522
Closed
63
Calls
$843M
Puts
$496M
Net Calls
+$347M
Net Calls Change
+$150M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$646M
2
Capital International Investors
Capital International Investors
California
+$492M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$413M
4
MNA
Manning & Napier Advisors
New York
+$369M
5
TCIM
TIAA CREF Investment Management
New York
+$268M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$230M
2
State Street
State Street
Massachusetts
-$187M
3
Fidelity International
Fidelity International
Bermuda
-$143M
4
SCCM
Schafer Cullen Capital Management
New York
-$134M
5
Lilly Endowment
Lilly Endowment
Indiana
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
751
Plancorp LLC
Missouri
$628K +$584 +7 +0.1%
DBT
752
Dubuque Bank & Trust
Iowa
$628K +$55.1K +660 +10%
SCP
753
Seizert Capital Partners
Michigan
$627K -$34.6M -414,486 -98%
ALA
754
Atherton Lane Advisers
California
$627K -$6.18K -74 -1%
FNB
755
Farmers National Bank
Kentucky
$622K – – –
WIA
756
Westbourne Investment Advisors
Maryland
$620K +$620K +7,430 New
OWD
757
Osborn Williams & Donohoe
Ohio
$610K – – –
BC
758
Bartlett & Co
Ohio
$609K -$13.8K -165 -2%
IIC
759
Ironwood Investment Counsel
Arizona
$601K -$250 -3 -0%
NSIM
760
North Star Investment Management
Illinois
$601K – – –
RCAMU
761
Rothschild & Co Asset Management US
Connecticut
$599K -$582K -6,964 -49%
MAM
762
Mastrapasqua Asset Management
Tennessee
$599K +$599K +7,180 New
SCM
763
Salem Capital Management
Massachusetts
$597K – – –
BBA
764
BLB&B Advisors
Pennsylvania
$592K -$13K -155 -2%
RFS
765
Rockefeller Financial Services
New York
$588K – – –
SWP
766
Stratos Wealth Partners
Ohio
$586K -$764K -9,168 -57%
WCM
767
Wallace Capital Management
Texas
$574K – – –
WIC
768
Woodmont Investment Counsel
Tennessee
$569K -$8.34K -100 -1%
LJAC
769
L.J. Altfest & Co
New York
$568K -$23K -275 -4%
BTNA
770
Bremer Trust National Association
Minnesota
$567K +$47.3K +567 +9%
CFMC
771
Curbstone Financial Management Corp
New Hampshire
$561K +$79.2K +950 +16%
IAM
772
Impax Asset Management
New Hampshire
$559K +$209K +2,497 +60%
SCI
773
S&CO Inc
Massachusetts
$557K – – –
PAIA
774
Park Avenue Institutional Advisers
New York
$551K +$551K +6,594 New
MCM
775
Monarch Capital Management
Indiana
$549K -$58.5K -700 -10%
29 30
31
32 33