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Eli Lilly
LLY

Overview Fund Activity

1,028 hedge funds and large institutions have $52.6B invested in Eli Lilly in 2014 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 349 increasing their positions, 430 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
+3
Holders Change %
+0.29%
% of All Funds
29.57%
Holding in Top 10
37
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.06%
New
65
Increased
349
Reduced
430
Closed
55
Calls
$579M
Puts
$450M
Net Calls
+$128M
Net Calls Change
+$23.8M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$567M
2
HCM
Highfields Capital Management
Massachusetts
+$249M
3
Bank of America
Bank of America
North Carolina
+$214M
4
Franklin Resources
Franklin Resources
California
+$201M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$201M

Top Sellers

1
IIS
Ignis Investment Services
United Kingdom
-$354M
2
BA
BlackRock Advisors
Delaware
-$221M
3
Ameriprise
Ameriprise
Minnesota
-$195M
4
FAM
Fred Alger Management
New York
-$139M
5
Renaissance Technologies
Renaissance Technologies
New York
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
801
Wallace Capital Management
Texas
$381K +$381K +6,129 New
BMO
802
Beck Mack & Oliver
New York
$379K -$13.3K -214 -3%
FCM
803
Forester Capital Management
Illinois
$378K -$2.2M -35,450 -85%
CT
804
Coastline Trust
Rhode Island
$376K – – –
ACS
805
Archford Capital Strategies
Illinois
$376K +$300K +4,818 +393%
CBN
806
Cadence Bank NA
Texas
$374K -$19.4K -313 -5%
YMRC
807
Yorktown Management & Research Company
Virginia
$373K – – –
AF
808
Aldebaran Financial
$373K +$46.6K +750 +14%
HVIA
809
Hudson Valley Investment Advisors
New York
$372K -$57.5K -923 -13%
CL
810
Choreo LLC
Illinois
$371K -$13.8K -222 -4%
SWM
811
SVA Wealth Management
Wisconsin
$362K – – –
AAM
812
Azzad Asset Management
Virginia
$362K -$1.18K -19 -0.3%
SWA
813
SFMG Wealth Advisors
Texas
$361K +$59.1K +950 +20%
LCP
814
Legacy Capital Partners
Wisconsin
$359K – – –
DVM
815
Dreman Value Management
Florida
$359K +$36.5K +587 +11%
W
816
Wealthfront
California
$356K +$139K +2,199 +64%
RG
817
Rathbones Group
United Kingdom
$354K -$15.5K -250 -4%
HTC
818
Haverford Trust Company
Pennsylvania
$352K +$30.4K +490 +9%
AWA
819
ARS Wealth Advisors
Florida
$351K +$351K +5,652 New
CAM
820
Carret Asset Management
New York
$350K +$120K +1,935 +52%
AIM
821
Acropolis Investment Management
Missouri
$349K +$45.1K +725 +15%
KA
822
KLCM Advisors
Wisconsin
$348K -$1.99K -32 -0.6%
WC
823
Woodstock Corp
Massachusetts
$348K -$1.24K -20 -0.4%
GLI
824
Guardian Life Insurance
New York
$347K – – –
GF
825
Gerstein Fisher
New York
$346K -$61.1K -982 -15%
31 32
33
34 35