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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 %
GLI
826
Guardian Life Insurance
New York
$285K -$324K -6,370 -53%
SAM
827
Solaris Asset Management
New York
$281K -$1.32M -25,900 -82%
TT
828
Tower Trust
Indiana
$281K – – –
FLAM
829
First Light Asset Management
Minnesota
$280K +$280K +5,495 New
PWP
830
Private Wealth Partners
California
$278K – – –
SWM
831
SVA Wealth Management
Wisconsin
$275K +$275K +5,391 New
PMFA
832
Plante Moran Financial Advisors
Michigan
$273K +$134K +2,621 +96%
SFSG
833
Stearns Financial Services Group
North Carolina
$271K – – –
PFM
834
Parsec Financial Management
North Carolina
$267K -$7.65K -150 -3%
ZIC
835
ZWJ Investment Counsel
Georgia
$266K -$7.64K -150 -3%
CCA
836
Checchi Capital Advisers
California
$265K +$265K +5,190 New
MCM
837
Murphy Capital Management
New Jersey
$264K -$21.1K -415 -7%
LA
838
Lynch & Associates
Indiana
$263K – – –
AA
839
Ancora Advisors
Ohio
$262K – – –
DG
840
Davidson & Garrard
Virginia
$259K – – –
PAM
841
Premier Asset Management
Illinois
$256K – – –
EHC
842
Everett Harris & Co
California
$255K – – –
AAP
843
Ardsley Advisory Partners
Connecticut
$255K +$255K +5,000 New
BJL
844
Brighton Jones LLC
Washington
$253K -$83.1K -1,627 -25%
BFM
845
Boston Financial Management
Massachusetts
$253K -$7.72K -151 -3%
P
846
Pitcairn
Pennsylvania
$252K -$16.3K -320 -6%
ZTNA
847
Zions Trust National Association
Utah
$252K – – –
CA
848
Cetera Advisors
Colorado
$251K +$251K +4,928 New
BRM
849
Boston Research & Management
Massachusetts
$248K -$133K -2,610 -35%
MJP
850
Michael J. Puzo
$248K – – –
32 33
34
35 36