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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 %
MCM
801
Murphy Capital Management
New Jersey
$484K -$12.5K -150 -3%
SWA
802
SFMG Wealth Advisors
Texas
$483K -$620K -7,430 -56%
WAM
803
Wallington Asset Management
Indiana
$481K -$8.34K -100 -2%
LA
804
LVW Advisors
New York
$474K -$120K -1,430 -20%
CT
805
Cambridge Trust
Massachusetts
$474K +$158K +1,887 +50%
FCM
806
Forester Capital Management
Illinois
$471K – – –
SL
807
Summitry LLC
California
$471K +$66.9K +800 +17%
WSC
808
Wellington Shields & Co
New York
$468K – – –
TNB
809
Thomasville National Bank
Georgia
$468K – – –
BRA
810
Bender Robert & Associates
California
$466K +$19.8K +237 +4%
SGAM
811
Steinberg Global Asset Management
Florida
$465K -$5.41M -64,875 -92%
AWA
812
ARS Wealth Advisors
Florida
$464K +$84 +1 +0%
BLAM
813
Bourne Lent Asset Management
New York
$460K – – –
CAM
814
Carret Asset Management
New York
$459K -$11.3K -135 -2%
FLAM
815
First Light Asset Management
Minnesota
$459K – – –
EHC
816
Everett Harris & Co
California
$458K +$24.2K +290 +6%
MPM
817
Meritage Portfolio Management
Kansas
$457K -$11.6M -139,379 -96%
GC
818
Gratus Capital
Georgia
$453K – – –
NAMA
819
Nikko Asset Management Americas
New York
$452K -$1M -12,000 -69%
PWP
820
Private Wealth Partners
California
$451K – – –
BAS
821
Brown Advisory Securities
Maryland
$448K +$8.75K +105 +2%
PTC
822
Private Trust Company
Ohio
$446K +$6.34K +76 +1%
PFM
823
Parsec Financial Management
North Carolina
$445K – – –
AP
824
Appleton Partners
Massachusetts
$444K +$43K +515 +11%
CDH
825
Charles D. Hyman
$442K – – –
31 32
33
34 35