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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 %
AAIM
776
American Assets Investment Management
California
$357K – – –
MIG
777
Mariner Investment Group
New York
$357K +$357K +7,000 New
LJAC
778
L.J. Altfest & Co
New York
$354K +$354K +6,941 New
WIL
779
Winifred I. Li
$352K -$11.3K -222 -3%
CTA
780
Chesley Taft & Associates
Illinois
$350K – – –
MBTD
781
Mechanics Bank - Trust Department
California
$347K – – –
BMO
782
Beck Mack & Oliver
New York
$347K +$29.8K +583 +9%
WIC
783
Wood Investment Counsel
Colorado
$346K -$38.2K -750 -10%
BBA
784
BLB&B Advisors
Pennsylvania
$346K -$2.04K -40 -0.6%
MIH
785
Madison Investment Holdings
Wisconsin
$343K +$17K +333 +5%
HVIA
786
Hudson Valley Investment Advisors
New York
$342K +$27.6K +542 +9%
ST
787
Sabal Trust
Florida
$340K -$37.7K -740 -10%
PWLP
788
Prio Wealth Limited Partnership
Massachusetts
$340K – – –
SSWM
789
Sheets Smith Wealth Management
North Carolina
$339K – – –
KA
790
KLCM Advisors
Wisconsin
$337K – – –
Jane Street
791
Jane Street
New York
$337K +$337K +6,601 New
OIA
792
Optimum Investment Advisors
Illinois
$332K +$12K +236 +4%
PFBT
793
Parkside Financial Bank & Trust
Missouri
$332K +$19.3K +378 +6%
RMSCM
794
R.M. Sincerbeaux Capital Management
New York
$332K +$332K +6,502 New
CCT
795
Country Club Trust
Missouri
$331K -$99.6K -1,952 -23%
SAM
796
Sawgrass Asset Management
Florida
$331K -$33.2K -650 -9%
PP
797
Paloma Partners
Connecticut
$330K +$330K +6,480 New
SI
798
SII Investments
Wisconsin
$329K +$329K +6,501 New
MSU
799
Maple Securities USA
New Jersey
$327K -$5.32M -104,413 -94%
RC
800
RegentAtlantic Capital
New Jersey
$327K +$58.7K +1,151 +22%
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