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Eli Lilly
LLY

Overview Fund Activity

1,177 hedge funds and large institutions have $66B invested in Eli Lilly in 2016 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 435 increasing their positions, 428 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+29
Holders Change %
+2.53%
% of All Funds
31.45%
Holding in Top 10
36
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+50%
% of All Funds
0.96%
New
97
Increased
435
Reduced
428
Closed
57
Calls
$818M
Puts
$643M
Net Calls
+$175M
Net Calls Change
-$99.1M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$313M
2
EVM
Eaton Vance Management
Massachusetts
+$182M
3
JHIU
Janus Henderson Investors US
Colorado
+$108M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$106M
5
BGC
Beutel, Goodman & Co
Ontario, Canada
+$104M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.35B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$213M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$188M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$104M
5
Capital International Investors
Capital International Investors
California
-$98.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
876
BSW Wealth Partners
Colorado
$393K +$393K +4,988 New
PTC
877
Private Trust Company
Ohio
$392K -$31.9K -405 -8%
EAM
878
Evanson Asset Management
California
$390K +$3.94K +50 +1%
SRSA
879
S.R. Schill & Associates
Washington
$389K – – –
RWA
880
Ropes Wealth Advisors
Massachusetts
$388K -$2.21K -28 -0.6%
BA
881
Bristlecone Advisors
Washington
$386K -$215K -2,725 -36%
SIC
882
Salem Investment Counselors
North Carolina
$385K -$62.8K -799 -14%
AA
883
Ancora Advisors
Ohio
$385K -$39.4K -500 -9%
WP
884
WMS Partners
Maryland
$383K -$64.3K -816 -14%
BIC
885
Beach Investment Counsel
Pennsylvania
$383K – – –
SL
886
Summitry LLC
California
$381K – – –
NPPM
887
North Point Portfolio Managers
Ohio
$380K – – –
BRM
888
Boston Research & Management
Massachusetts
$379K – – –
OC
889
Oakworth Capital
Alabama
$379K +$17.6K +234 +5%
CL
890
CPWM LLC
Washington
$378K -$159K -2,024 -30%
FCM
891
Forester Capital Management
Illinois
$377K – – –
CTA
892
Chesley Taft & Associates
Illinois
$377K +$236 +3 +0.1%
BP
893
Ballentine Partners
Massachusetts
$374K -$10.9K -139 -3%
CL
894
Croft-Leominster
Maryland
$374K – – –
HCM
895
Howland Capital Management
Massachusetts
$374K – – –
PWLP
896
Prio Wealth Limited Partnership
Massachusetts
$371K – – –
GHAM
897
Gilman Hill Asset Management
Connecticut
$371K +$82.7K +1,050 +29%
CAL
898
Capital Advisors Ltd
Ohio
$367K – – –
CS
899
Credential Securities
$364K +$17K +216 +5%
VFA
900
Voya Financial Advisors
Connecticut
$363K -$7.5K -96 -2%
34 35
36
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