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Eli Lilly
LLY

Overview Fund Activity

1,218 hedge funds and large institutions have $71B invested in Eli Lilly in 2015 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 414 increasing their positions, 447 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+73
Holders Change %
+6.38%
% of All Funds
31.99%
Holding in Top 10
40
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-28.57%
% of All Funds
1.05%
New
150
Increased
414
Reduced
447
Closed
64
Calls
$785M
Puts
$488M
Net Calls
+$297M
Net Calls Change
-$27.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$282M
2
Invesco
Invesco
Georgia
+$186M
3
Bank of America
Bank of America
North Carolina
+$177M
4
Ameriprise
Ameriprise
Minnesota
+$167M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$131M

Top Sellers

1
MNA
Manning & Napier Advisors
New York
-$343M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$286M
3
Citadel Advisors
Citadel Advisors
Florida
-$227M
4
Fidelity International
Fidelity International
Bermuda
-$150M
5
Lilly Endowment
Lilly Endowment
Indiana
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
851
Laurel Wealth Advisors (California)
California
$517K +$517K +6,138 New
BJL
852
Brighton Jones LLC
Washington
$513K +$9.01K +107 +2%
SWP
853
Stratos Wealth Partners
Ohio
$512K -$18.9K -224 -4%
RFS
854
Rockefeller Financial Services
New York
$511K – – –
AF
855
Aldebaran Financial
$511K +$62.3K +750 +14%
FTC
856
Farmers Trust Company
Ohio
$503K -$1.86K -22 -0.4%
LK
857
Lumbard & Kellner
New Hampshire
$502K +$190K +2,255 +61%
SIG
858
Schooner Investment Group
Pennsylvania
$497K -$373K -4,500 -43%
MHIC
859
Marble Harbor Investment Counsel
Massachusetts
$497K -$3.45K -41 -0.7%
WSC
860
Wellington Shields & Co
New York
$497K +$25.3K +300 +5%
PRCM
861
Pine River Capital Management
Minnesota
$497K +$497K +5,900 New
AF
862
Arrow Financial
New York
$496K – – –
WP
863
WMS Partners
Maryland
$494K +$13.9K +165 +3%
ARMT
864
Amica Retiree Medical Trust
Rhode Island
$492K – – –
AI
865
Atria Investments
North Carolina
$488K +$76.7K +945 +19%
DJSG
866
D.J. St. Germain
Massachusetts
$488K +$488K +5,794 New
WAM
867
Wallington Asset Management
Indiana
$486K – – –
MCM
868
Monarch Capital Management
Indiana
$478K – – –
CT
869
Cambridge Trust
Massachusetts
$477K +$2.61K +31 +0.6%
FCM
870
Forester Capital Management
Illinois
$476K – – –
MF
871
Magnetar Financial
Illinois
$476K +$476K +5,648 New
SL
872
Summitry LLC
California
$475K – – –
FNBTCON
873
First National Bank & Trust Co of Newtown
Pennsylvania
$474K -$50.5K -600 -10%
LA
874
LVW Advisors
New York
$473K -$72.1K -856 -13%
KA
875
KLCM Advisors
Wisconsin
$472K -$26.4K -313 -5%
33 34
35
36 37