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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 %
LPT
801
Legacy Private Trust
Wisconsin
$323K – – –
MHIC
802
Marble Harbor Investment Counsel
Massachusetts
$323K – – –
FHC
803
First Heartland Consultants
Missouri
$320K -$63.9K -1,252 -17%
GVT
804
Genesee Valley Trust
New York
$318K +$766 +15 +0.2%
ARMT
805
Amica Retiree Medical Trust
Rhode Island
$318K +$318K +6,240 New
DCM
806
Dynamic Capital Management
Jersey
$316K -$2.25M -44,100 -88%
CT
807
Coastline Trust
Rhode Island
$316K – – –
PCMC
808
Paragon Capital Management (Colorado)
Colorado
$315K +$204 +4 +0.1%
FMT
809
First Mercantile Trust
Tennessee
$315K -$332K -6,508 -51%
BOTW
810
Bank of the West
California
$315K -$3.31K -65 -1%
SBH
811
Segall Bryant & Hamill
Illinois
$314K -$29.6K -580 -9%
CSIC
812
Clifford Swan Investment Counsel
California
$314K – – –
LCP
813
Legacy Capital Partners
Wisconsin
$313K -$51.1K -1,000 -14%
RMCM
814
Reynders McVeigh Capital Management
Massachusetts
$311K -$237K -4,650 -43%
FNBTCON
815
First National Bank & Trust Co of Newtown
Pennsylvania
$308K -$7.66K -150 -2%
YMRC
816
Yorktown Management & Research Company
Virginia
$306K – – –
AF
817
Aldebaran Financial
$306K +$306K +6,000 New
AII
818
AGF Investments Inc
Ontario, Canada
$301K +$301K +5,900 New
Verition Fund Management
819
Verition Fund Management
Connecticut
$301K +$301K +5,910 New
FMLI
820
Fukoku Mutual Life Insurance
Japan
$293K -$25.5K -500 -8%
CPO
821
Cerity Partners OCIO
New York
$293K +$74.9K +1,467 +34%
WC
822
Woodstock Corp
Massachusetts
$293K +$79.1K +1,552 +37%
AAM
823
Azzad Asset Management
Virginia
$291K +$20.7K +406 +8%
MCM
824
MAI Capital Management
Ohio
$288K -$33.4K -654 -10%
B
825
BancorpSouth
Mississippi
$286K -$3K -59 -1%
31 32
33
34 35