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Eli Lilly
LLY

Overview Fund Activity

1,136 hedge funds and large institutions have $70.4B invested in Eli Lilly in 2015 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 305 increasing their positions, 522 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
+21
Holders Change %
+1.88%
% of All Funds
30.64%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
1.29%
New
95
Increased
305
Reduced
522
Closed
63
Calls
$843M
Puts
$496M
Net Calls
+$347M
Net Calls Change
+$150M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$646M
2
Capital International Investors
Capital International Investors
California
+$492M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$413M
4
MNA
Manning & Napier Advisors
New York
+$369M
5
TCIM
TIAA CREF Investment Management
New York
+$268M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$230M
2
State Street
State Street
Massachusetts
-$187M
3
Fidelity International
Fidelity International
Bermuda
-$143M
4
SCCM
Schafer Cullen Capital Management
New York
-$134M
5
Lilly Endowment
Lilly Endowment
Indiana
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
901
Pinnacle Wealth Management Advisory Group
New Jersey
$327K +$327K +3,922 New
DWM
902
Destination Wealth Management
California
$326K +$326K +3,902 New
CFA
903
Carroll Financial Associates
North Carolina
$325K +$244K +2,930 +303%
RIM
904
Regent Investment Management
Kentucky
$324K -$259K -3,100 -44%
SC
905
Savant Capital
Illinois
$324K +$8.35K +100 +3%
HDIM
906
Hanson & Doremus Investment Management
Vermont
$321K -$20.4K -245 -6%
IH
907
IFC Holdings
Florida
$319K +$8.48K +99 +3%
PFBT
908
Parkside Financial Bank & Trust
Missouri
$317K -$280K -3,345 -47%
TCB
909
Texas Capital Bancshares
Texas
$313K -$20.5K -246 -6%
MSR
910
Main Street Research
Connecticut
$310K -$12.5K -150 -4%
MIP
911
Marietta Investment Partners
Wisconsin
$309K +$309K +3,700 New
BDF
912
Balasa Dinverno & Foltz
$308K -$251 -3 -0.1%
BMO
913
Beck Mack & Oliver
New York
$306K – – –
WPW
914
Waldron Private Wealth
Pennsylvania
$305K +$43.5K +522 +17%
TIA
915
Tiemann Investment Advisors
California
$303K -$6.27K -75 -2%
MCC
916
Mid Continent Capital
Illinois
$303K – – –
CAW
917
Cornerstone Advisors (Washington)
Washington
$302K – – –
OPCM
918
Osborne Partners Capital Management
California
$301K – – –
LW
919
Linscomb Wealth
Texas
$300K +$251 +3 +0.1%
VDI
920
Vaughan David Investments
Illinois
$298K – – –
NA
921
Navellier & Associates
Nevada
$298K +$298K +3,572 New
EBSAM
922
Eubel Brady & Suttman Asset Management
Ohio
$292K -$63.8K -764 -18%
CC
923
Capital Counsel
New York
$291K – – –
RWA
924
River Wealth Advisors
Pennsylvania
$290K -$13.2K -158 -4%
AB
925
AT Bancorp
Iowa
$290K – – –
35 36
37
38 39