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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
$1.14B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.24B
3
AIG
American International Group
New York
$279M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$98M
5
State Street
State Street
Massachusetts
$2.25B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$253M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$81.2M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$152M
4
Principal Financial Group
Principal Financial Group
Iowa
$58.9M
5
JHIU
Janus Henderson Investors US
Colorado
$96.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
851
Summitry LLC
California
$247K – – –
NPPM
852
North Point Portfolio Managers
Ohio
$246K -$150K -2,935 -38%
SWA
853
SFMG Wealth Advisors
Texas
$245K -$16.3K -320 -6%
MCC
854
Mid Continent Capital
Illinois
$245K – – –
NME
855
Notis-McConarty Edward
$244K +$244K +4,786 New
TFF
856
Timothy F. Fidgeon
$243K – – –
DVM
857
Dreman Value Management
Florida
$243K +$24K +470 +11%
GIP
858
Greatmark Investment Partners
Georgia
$242K -$51K -1,000 -17%
AT
859
Acadia Trust
Maine
$241K – – –
BRA
860
Bender Robert & Associates
California
$241K +$4.85K +95 +2%
BCB
861
Brian C. Broderick
$240K – – –
NIM
862
Nexus Investment Management
Ontario, Canada
$240K – – –
EWM
863
Evercore Wealth Management
New York
$240K +$51K +1,000 +27%
SSG
864
Summit Securities Group
New York
$240K +$61.3K +1,200 +34%
HCM
865
Hollencrest Capital Management
California
$238K +$238K +4,660 New
TC
866
TFS Capital
Pennsylvania
$237K +$237K +4,646 New
PCA
867
Peddock Capital Advisors
Massachusetts
$235K +$235K +4,600 New
VIA
868
Vantage Investment Advisors
Pennsylvania
$234K +$234K +4,602 New
S
869
SignatureFD
Georgia
$233K +$55.1K +1,080 +31%
AIM
870
Acropolis Investment Management
Missouri
$231K -$134K -2,625 -37%
WSTAM
871
Wilbanks Smith & Thomas Asset Management
Virginia
$230K +$4.85K +95 +2%
UGIF
872
US Global Investors Funds
Maine
$230K +$230K +4,500 New
USGIU
873
U.S. Global Investors (USGI)
Texas
$230K +$230K +4,500 New
VAM
874
Verity Asset Management
North Carolina
$228K +$228K +4,469 New
SAMC
875
Shinko Asset Management Company
Japan
$226K -$18.6K -365 -8%
33 34
35
36 37