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Eli Lilly
LLY

Overview Fund Activity

973 hedge funds and large institutions have $41.1B invested in Eli Lilly in 2013 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 366 increasing their positions, 389 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
973
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
31.56%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.75%
New
66
Increased
366
Reduced
389
Closed
60
Calls
$541M
Puts
$388M
Net Calls
+$153M
Net Calls Change
-$7.36M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$406M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.68B
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$283M
4
Capital World Investors
4
Capital World Investors
California
$262M
5
Primecap Management
5
Primecap Management
California
$2.56B

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$417M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$89.3M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$0
4
PAM
4
Panagora Asset Management
Massachusetts
$120M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$83.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
876
Platinum Grove Asset Management
New York
$210K +$210K +4,163 New
CAM
877
Carret Asset Management
New York
$209K – – –
NYLIM
878
New York Life Investment Management
New York
$206K – – –
Capstone Investment Advisors
879
Capstone Investment Advisors
New York
$206K +$206K +4,100 New
RHJA
880
Rice Hall James & Associates
California
$204K -$22.7K -450 -10%
WCM
881
Weatherstone Capital Management
Colorado
$203K – – –
MFW
882
Meristem Family Wealth
Minnesota
$202K +$202K +4,010 New
EWM
883
Endurance Wealth Management
Rhode Island
$201K +$201K +4,000 New
MA
884
MCF Advisors
Kentucky
$192K +$11.3K +192 +6%
LSV Asset Management
885
LSV Asset Management
Illinois
$186K +$186K +3,710 New
EWM
886
Evercore Wealth Management
New York
$185K +$21.9K +439 +13%
AW
887
Alpha Windward
Massachusetts
$182K +$3.22K +64 +2%
DBT
888
Dubuque Bank & Trust
Iowa
$180K +$45.4K +900 +34%
NES
889
New England Securities
New York
$177K +$14.3K +285 +9%
SSG
890
Summit Securities Group
New York
$176K +$161K +3,200 +1,067%
S
891
SignatureFD
Georgia
$175K +$83.8K +1,668 +92%
IRS
892
Invictus RG (Singapore)
Singapore
$169K +$39.4K +785 +30%
PSC
893
Prentiss Smith & Co
Vermont
$151K – – –
CFA
894
Carroll Financial Associates
North Carolina
$148K +$5.89K +117 +4%
MCM
895
Manchester Capital Management
Vermont
$142K -$5.32K -106 -4%
AWMS
896
Advocacy Wealth Management Services
Georgia
$139K -$30.3K -600 -18%
HF
897
Hoxton Financial
West Virginia
$138K -$13.3K -264 -9%
PMFA
898
Plante Moran Financial Advisors
Michigan
$137K +$36.2K +721 +36%
RI
899
Redwood Investments
Massachusetts
$136K – – –
AA
900
AlphaMark Advisors
Kentucky
$131K – – –
34 35
36
37 38