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Eli Lilly
LLY

Overview Fund Activity

1,218 hedge funds and large institutions have $71B invested in Eli Lilly in 2015 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 414 increasing their positions, 447 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+73
Holders Change %
+6.38%
% of All Funds
31.99%
Holding in Top 10
40
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-28.57%
% of All Funds
1.05%
New
150
Increased
414
Reduced
447
Closed
64
Calls
$785M
Puts
$488M
Net Calls
+$297M
Net Calls Change
-$27.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$282M
2
Invesco
Invesco
Georgia
+$186M
3
Bank of America
Bank of America
North Carolina
+$177M
4
Ameriprise
Ameriprise
Minnesota
+$167M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$131M

Top Sellers

1
MNA
Manning & Napier Advisors
New York
-$343M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$286M
3
Citadel Advisors
Citadel Advisors
Florida
-$227M
4
Fidelity International
Fidelity International
Bermuda
-$150M
5
Lilly Endowment
Lilly Endowment
Indiana
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
901
Wilbanks Smith & Thomas Asset Management
Virginia
$438K +$6.91K +82 +2%
GGHC
902
Gilder Gagnon Howe & Co
New York
$435K -$1.43K -17 -0.3%
SI
903
SII Investments
Wisconsin
$434K -$103K -1,229 -19%
IWA
904
Intercontinental Wealth Advisors
Texas
$431K +$431K +5,114 New
IAM
905
Impax Asset Management
New Hampshire
$429K -$135K -1,600 -24%
AA
906
Ancora Advisors
Ohio
$429K -$13.1K -155 -3%
PCA
907
Peddock Capital Advisors
Massachusetts
$428K +$37.9K +450 +10%
CG
908
Cutler Group
California
$428K +$428K +5,080 New
AW
909
ACG Wealth
Georgia
$427K +$56.3K +668 +15%
MPM
910
Meritage Portfolio Management
Kansas
$421K – – –
IB
911
Intrust Bank
Kansas
$417K -$5.31K -63 -1%
SRSA
912
S.R. Schill & Associates
Washington
$416K – – –
CT
913
Chicago Trust
Illinois
$415K – – –
EAM
914
Evanson Asset Management
California
$413K – – –
SIC
915
Salem Investment Counselors
North Carolina
$412K – – –
AssetMark Inc
916
AssetMark Inc
California
$412K +$392K +4,658 +2,008%
ACM
917
Alethea Capital Management
Washington
$411K +$411K +4,878 New
RCAG
918
Rehmann Capital Advisory Group
Michigan
$409K +$82.4K +978 +25%
NPPM
919
North Point Portfolio Managers
Ohio
$407K – – –
BRM
920
Boston Research & Management
Massachusetts
$405K – – –
PWLP
921
Prio Wealth Limited Partnership
Massachusetts
$405K – – –
CL
922
Croft-Leominster
Maryland
$400K – – –
HCM
923
Howland Capital Management
Massachusetts
$399K -$337 -4 -0.1%
OC
924
Oakworth Capital
Alabama
$398K +$313K +3,710 +370%
LCP
925
Legacy Capital Partners
Wisconsin
$396K +$17.1K +203 +5%
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37
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