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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 %
ACM
951
Axel Capital Management
New York
$13K – – –
Victory Capital Management
952
Victory Capital Management
Texas
$13K +$13K +271 New
RFA
953
Reilly Financial Advisors
California
$10K -$11.6K -231 -54%
HFM
954
Hartford Financial Management
Connecticut
$10K – – –
WF
955
WealthTrust Fairport
Ohio
$7K +$7K +143 New
BOK
956
Bank of Kentucky
Kentucky
$6K – – –
LWA
957
Lenox Wealth Advisors
New York
$5K -$21.6K -450 -81%
PR
958
Payden & Rygel
California
$5K – – –
ECM
959
Exchange Capital Management
Michigan
$5K +$1.37K +25 +38%
Carson Wealth (CWM LLC)
960
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +100 New
FWM
961
Focused Wealth Management
New York
$5K +$5K +100 New
FAM
962
Formidable Asset Management
Ohio
$5K +$5K +107 New
EU
963
Emory University
Georgia
$4K – – –
FNBSF
964
First National Bank Sioux Falls
South Dakota
$4K – – –
AC
965
Alexandria Capital
Virginia
$4K – – –
BAM
966
Barrett Asset Management
New York
$4K +$4K +80 New
PIM
967
Profit Investment Management
Maryland
$3.78K – – –
PVH
968
Psagot Value Holdings
Israel
$3K – – –
EFS
969
Essex Financial Services
Connecticut
$2.63K +$66 +1,316 +3%
UB
970
UMB Bank
Missouri
$1.46K +$1 +17 +0.1%
SGAM
971
Smith Group Asset Management
Texas
$1K -$4.83M -139,971 -100%
JT
972
Jump Trading
Illinois
$1K -$4.53K -68 -82%
GC
973
Globeflex Capital
California
$1K – – –
CPS
974
Counsel Portfolio Services
Ontario, Canada
$287 -$101 -2,000 -26%
CI Investments Inc
975
CI Investments Inc
Ontario, Canada
– -$140M -2,848,473 Closed
37 38
39
40 41