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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 %
MA
901
MCF Advisors
Kentucky
$187K -$4.41K -75 -2%
DSC
902
Duncker Streett & Co
Missouri
$166K +$35.7K +700 +27%
LWCFA
903
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$163K -$133K -2,620 -45%
NYLT
904
New York Life Trust
New York
$162K +$113K +2,216 +233%
NES
905
New England Securities
New York
$160K -$19.5K -383 -11%
DBT
906
Dubuque Bank & Trust
Iowa
$157K -$25.3K -495 -14%
LWM
907
LBA Wealth Management
Florida
$155K +$155K +3,030 New
PSC
908
Prentiss Smith & Co
Vermont
$153K – – –
MCM
909
Manchester Capital Management
Vermont
$151K +$6.73K +132 +5%
PCM
910
Prelude Capital Management
New York
$149K -$109K -2,141 -42%
HIM
911
Hillsdale Investment Management
Ontario, Canada
$139K -$598K -11,700 -81%
TFO
912
Tarbox Family Office
California
$134K +$134K +2,621 New
Flossbach Von Storch
913
Flossbach Von Storch
Germany
$126K +$126K +2,480 New
BFEC
914
Benjamin F. Edwards & Company
Missouri
$125K +$41.2K +806 +49%
MWP
915
MYCIO Wealth Partners
Pennsylvania
$123K +$816 +16 +0.7%
PG
916
PEAK6 Group
Illinois
$121K -$2.24M -44,019 -95%
CFA
917
Camarda Financial Advisors
Florida
$109K -$17.3K -339 -14%
JIC
918
Joel Isaacson & Co
New York
$107K – – –
EFSCE
919
Enterprise Financial Services Corp (EFSC)
Missouri
$105K +$19.7K +387 +23%
HRC
920
Hoertkorn Richard Charles
$105K +$105K +2,059 New
CPA
921
Cowen Prime Advisors
New York
$102K -$1.07K -21 -1%
NIM
922
NuWave Investment Management
New Jersey
$100K -$133K -2,611 -57%
LNB
923
Ledyard National Bank
$99K – – –
EWM
924
Elite Wealth Management
Washington
$95K +$3.48K +68 +4%
CCS
925
Crosspoint Capital Strategies
California
$94K +$94K +1,576 New
35 36
37
38 39