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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 %
NYLT
926
New York Life Trust
New York
$48K -$9.22K -183 -16%
RIA
927
Regal Investment Advisors
Michigan
$45K -$4.16K -83 -8%
MIC
928
MU Investments Company
Japan
$45K – – –
ECM
929
ETrade Capital Management
Virginia
$44K +$16.3K +325 +59%
SC
930
StellarOne Corp
Virginia
$44K +$22.7K +450 +106%
JAM
931
Jolley Asset Management
North Carolina
$40K – – –
JFA
932
JNBA Financial Advisors
Minnesota
$35K – – –
ACM
933
Antonetti Capital Management
Florida
$35K – – –
ST
934
Stifel Trust
Missouri
$31K – – –
HR
935
Howe & Rusling
New York
$30K -$258K -5,153 -90%
EWM
936
Edge Wealth Management
New York
$28K – – –
TIM
937
Tortoise Investment Management
New York
$25K – – –
MWAM
938
Mariner Wealth Advisors (Madison)
Kansas
$25K – – –
PAS
939
Partnervest Advisory Services
California
$23K -$11.4K -230 -33%
CA
940
CapWealth Advisors
Tennessee
$21K – – –
WA
941
Waverly Advisors
Alabama
$21K +$21K +416 New
HCM
942
Highlander Capital Management
New Jersey
$18K – – –
PC
943
Polar Capital
United Kingdom
$17.6K +$4.03K +80,000 +30%
SSB
944
Sandy Spring Bank
Maryland
$17K -$3.89K -75 -19%
MIM
945
Macroview Investment Management
Maryland
$16K – – –
DMK
946
David M. Knott
$15.1K +$15.1K +300 New
NCM
947
Nelson Capital Management
California
$15K – – –
QAM
948
QCI Asset Management
New York
$15K – – –
FM
949
Forward Management
California
$15K +$15K +300 New
CGT
950
Capital Guardian Trust
California
$13K – – –
36 37
38
39 40