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Eli Lilly
LLY

Overview Fund Activity

1,246 hedge funds and large institutions have $70.7B invested in Eli Lilly in 2017 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 416 increasing their positions, 504 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,246
Holders Change
+37
Holders Change %
+3.06%
% of All Funds
31.06%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.65%
New
108
Increased
416
Reduced
504
Closed
58
Calls
$557M
Puts
$653M
Net Calls
-$95.6M
Net Calls Change
-$636M

Top Buyers

1
BlackRock
BlackRock
New York
+$5.04B
2
Citadel Advisors
Citadel Advisors
Florida
+$289M
3
Bessemer Group
Bessemer Group
New Jersey
+$262M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$184M
5
BGC
Beutel, Goodman & Co
Ontario, Canada
+$161M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$452M
2
Invesco
Invesco
Georgia
-$214M
3
APG Asset Management
APG Asset Management
Netherlands
-$123M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$109M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$98.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LK
851
Lumbard & Kellner
New Hampshire
$501K – – –
Koshinski Asset Management
852
Koshinski Asset Management
Illinois
$499K +$210K +2,492 +72%
RWA
853
Ropes Wealth Advisors
Massachusetts
$495K +$842 +10 +0.2%
FLI
854
Family Legacy Inc
South Carolina
$492K +$492K +5,852 New
ARMT
855
Amica Retiree Medical Trust
Rhode Island
$491K – – –
PAS
856
Partnervest Advisory Services
California
$489K +$54K +643 +12%
BWM
857
Bernicke Wealth Management
Wisconsin
$484K -$464K -5,513 -49%
PWP
858
Private Wealth Partners
California
$484K -$196K -2,325 -29%
DAS
859
Dynamic Advisor Solutions
Arizona
$479K -$67K -797 -12%
MCM
860
Monarch Capital Management
Indiana
$477K – – –
BCCM
861
Bridge Creek Capital Management
Massachusetts
$476K – – –
WCM
862
Wallace Capital Management
Texas
$475K -$16.8K -200 -3%
VIA
863
Virtus Investment Advisers
Connecticut
$474K +$474K +5,637 New
AF
864
Arrow Financial
New York
$472K – – –
WIC
865
Woodmont Investment Counsel
Tennessee
$472K – – –
KA
866
KLCM Advisors
Wisconsin
$471K – – –
JG
867
Jefferies Group
New York
$469K -$4.28M -50,953 -90%
SAM
868
Sawgrass Asset Management
Florida
$468K – – –
WA
869
WFG Advisors
Texas
$465K -$100K -1,189 -18%
PCA
870
Peddock Capital Advisors
Massachusetts
$464K – – –
LC
871
Lourd Capital
California
$464K +$190K +2,261 +69%
AA
872
AlphaMark Advisors
Kentucky
$459K +$84 +1 +0%
PB
873
Pinnacle Bancorp
Nebraska
$458K +$458K +5,451 New
FNBTCON
874
First National Bank & Trust Co of Newtown
Pennsylvania
$457K – – –
VFA
875
Voya Financial Advisors
Connecticut
$457K +$43.7K +518 +11%
33 34
35
36 37