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Eli Lilly
LLY

Overview Fund Activity

1,003 hedge funds and large institutions have $42.1B invested in Eli Lilly in 2013 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 341 increasing their positions, 405 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,003
Holders Change
+30
Holders Change %
+3.08%
% of All Funds
29.13%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.55%
New
111
Increased
341
Reduced
405
Closed
69
Calls
$460M
Puts
$416M
Net Calls
+$44.3M
Net Calls Change
-$109M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$1.14B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.24B
3
AIG
American International Group
New York
$279M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$98M
5
State Street
State Street
Massachusetts
$2.25B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$253M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$81.2M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$152M
4
Principal Financial Group
Principal Financial Group
Iowa
$58.9M
5
JHIU
Janus Henderson Investors US
Colorado
$96.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIC
951
MU Investments Company
Japan
$46K – – –
CG
952
Colony Group
Massachusetts
$45K +$45K +890 New
FMB
953
Field & Main Bank
Kentucky
$43K +$43K +849 New
JAM
954
Jolley Asset Management
North Carolina
$41K – – –
EAMA
955
EFG Asset Management (Americas)
Florida
$40.9K +$40.9K +801 New
ECM
956
ETrade Capital Management
Virginia
$38K -$6.61K -130 -15%
GI
957
Gradient Investments
Minnesota
$36K -$1.39M -26,973 -97%
JFA
958
JNBA Financial Advisors
Minnesota
$36K – – –
RIA
959
Regal Investment Advisors
Michigan
$35K -$11.2K -218 -24%
DOA
960
D'Orazio & Associates
Virginia
$34K +$34K +675 New
PIM
961
Parasol Investment Management
Illinois
$34K +$34K +675 New
ST
962
Stifel Trust
Missouri
$31K – – –
SA
963
SRH Advisors
Kansas
$31K +$31K +600 New
EWM
964
Edge Wealth Management
New York
$29K – – –
TIM
965
Tortoise Investment Management
New York
$25K – – –
WA
966
Waverly Advisors
Alabama
$25K +$3.47K +67 +16%
HR
967
Howe & Rusling
New York
$24K -$7.1K -137 -23%
PAS
968
Partnervest Advisory Services
California
$24K – – –
CA
969
CapWealth Advisors
Tennessee
$22K – – –
HI
970
Hudock Inc
Pennsylvania
$20K +$20K +400 New
TWM
971
Torch Wealth Management
Ohio
$20K +$20K +400 New
HCM
972
Highlander Capital Management
New Jersey
$18.2K – – –
ECM
973
Exchange Capital Management
Michigan
$18K +$13.3K +259 +285%
MIM
974
Macroview Investment Management
Maryland
$16K – – –
CGT
975
Capital Guardian Trust
California
$16K +$2.95K +57 +23%
37 38
39
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