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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 %
VFA
926
Voya Financial Advisors
Connecticut
$290K +$6.96K +83 +2%
BJL
927
Brighton Jones LLC
Washington
$289K -$78K -933 -21%
CEP
928
Chicago Equity Partners
Illinois
$284K -$20.5K -245 -7%
SFSG
929
Stearns Financial Services Group
North Carolina
$284K -$4.34K -52 -2%
MSS
930
Mitchell Sinkler & Starr
Pennsylvania
$284K +$3.5K +42 +1%
BIAS
931
Beacon Investment Advisory Services
New Jersey
$282K +$282K +3,373 New
FBA
932
Front Barnett Associates
Illinois
$281K – – –
LBC
933
Lawrence B. Cohen
$280K – – –
BFM
934
Boston Financial Management
Massachusetts
$280K – – –
SSWM
935
Sheets Smith Wealth Management
North Carolina
$280K – – –
NPIT
936
National Penn Investors Trust
Pennsylvania
$279K – – –
JIC
937
Joel Isaacson & Co
New York
$273K – – –
BFEC
938
Benjamin F. Edwards & Company
Missouri
$273K +$2.09K +25 +0.8%
CCM
939
Carlson Capital Management
Minnesota
$268K -$8.34K -100 -3%
PGCM
940
Prescott Group Capital Management
Oklahoma
$267K – – –
WC
941
Woodstock Corp
Massachusetts
$267K – – –
BC
942
Banced Corp
Illinois
$264K +$264K +3,157 New
RWA
943
Ropes Wealth Advisors
Massachusetts
$259K -$200K -2,392 -44%
BWM
944
Biltmore Wealth Management
Arizona
$259K +$5.01K +60 +2%
PMG
945
ProVise Management Group
Florida
$256K – – –
PAM
946
Private Asset Management
California
$252K – – –
JMH
947
J.M. Hartwell
New York
$252K +$252K +3,019 New
SS
948
Sunbelt Securities
Texas
$251K – – –
SAMC
949
Shinko Asset Management Company
Japan
$250K -$9.93K -119 -4%
FPFS
950
First Personal Financial Services
North Carolina
$250K – – –
36 37
38
39 40