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Eli Lilly
LLY

Overview Fund Activity

1,145 hedge funds and large institutions have $70.3B invested in Eli Lilly in 2015 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 372 increasing their positions, 474 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,145
Holders Change
+9
Holders Change %
+0.79%
% of All Funds
32%
Holding in Top 10
56
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16.67%
% of All Funds
1.57%
New
87
Increased
372
Reduced
474
Closed
65
Calls
$925M
Puts
$601M
Net Calls
+$324M
Net Calls Change
-$22.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$769M
2
Bank of America
Bank of America
North Carolina
+$678M
3
Citadel Advisors
Citadel Advisors
Florida
+$240M
4
Capital International Investors
Capital International Investors
California
+$219M
5
BA
BlackRock Advisors
Delaware
+$150M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$706M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$321M
3
Franklin Resources
Franklin Resources
California
-$311M
4
Primecap Management
Primecap Management
California
-$235M
5
Invesco
Invesco
Georgia
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
801
Cannell & Spears
New York
$523K – – –
FNBTCON
802
First National Bank & Trust Co of Newtown
Pennsylvania
$522K – – –
BTW
803
Boston Trust Walden
Massachusetts
$520K +$315K +3,760 +153%
RMSCM
804
R.M. Sincerbeaux Capital Management
New York
$519K – – –
SCA
805
Secor Capital Advisors
New York
$517K +$517K +6,175 New
RWA
806
Ropes Wealth Advisors
Massachusetts
$515K +$255K +3,046 +98%
HCM
807
Hodges Capital Management
Texas
$511K +$511K +6,103 New
RFS
808
Rockefeller Financial Services
New York
$508K -$81.8K -978 -14%
PWP
809
Private Wealth Partners
California
$502K +$50.2K +600 +11%
BJL
810
Brighton Jones LLC
Washington
$501K +$212K +2,528 +73%
FTC
811
Farmers Trust Company
Ohio
$500K -$20.1K -241 -4%
MHIC
812
Marble Harbor Investment Counsel
Massachusetts
$497K – – –
KA
813
KLCM Advisors
Wisconsin
$495K – – –
AF
814
Arrow Financial
New York
$493K -$8.38K -100 -2%
SC
815
Savant Capital
Illinois
$493K +$168K +2,007 +52%
ARMT
816
Amica Retiree Medical Trust
Rhode Island
$489K -$33.2K -397 -6%
WAM
817
Wallington Asset Management
Indiana
$483K – – –
QSS
818
Quantitative Systematic Strategies
Florida
$478K -$610K -7,276 -56%
GLI
819
Guardian Life Insurance
New York
$478K +$120K +1,435 +34%
WP
820
WMS Partners
Maryland
$476K -$1.74M -20,778 -78%
MCM
821
Monarch Capital Management
Indiana
$475K -$75.4K -900 -14%
BRA
822
Bender Robert & Associates
California
$473K -$4.23M -5,015 -90%
FCM
823
Forester Capital Management
Illinois
$473K – – –
CT
824
Cambridge Trust
Massachusetts
$472K -$3.35K -40 -0.7%
SL
825
Summitry LLC
California
$472K – – –
31 32
33
34 35