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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
$1.25B
2
Capital International Investors
Capital International Investors
California
$587M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$510M
4
MNA
Manning & Napier Advisors
New York
$382M
5
TCIM
TIAA CREF Investment Management
New York
$654M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$4.73B
2
State Street
State Street
Massachusetts
$3.35B
3
Fidelity International
Fidelity International
Bermuda
$343M
4
SCCM
Schafer Cullen Capital Management
New York
$110M
5
Lilly Endowment
Lilly Endowment
Indiana
$10.8B
Name Holding Trade Value Shares
Change 		Shares
Change %
DPI
951
Diversified Portfolios Inc
Michigan
$247K +$10.2K +122 +4%
TRCT
952
Tower Research Capital (TRC)
New York
$246K -$829K -9,931 -77%
RHJA
953
Rice Hall James & Associates
California
$245K – – –
FC
954
Forte Capital
New York
$245K +$12.5K +150 +5%
HHGA
955
Halbert Hargrove Global Advisors
California
$244K +$3.51K +42 +1%
LC
956
Lourd Capital
California
$242K +$4.77K +57 +2%
CAG
957
Crestwood Advisors Group
Massachusetts
$241K -$55.4K -664 -19%
EWA
958
EP Wealth Advisors
California
$241K +$241K +2,883 New
ANB
959
Amarillo National Bank
Texas
$240K – – –
CCM
960
CrestPoint Capital Management
Missouri
$240K – – –
DAM
961
Doheny Asset Management
California
$238K – – –
PMFA
962
Plante Moran Financial Advisors
Michigan
$237K -$12.4K -149 -5%
TAM
963
Trust Asset Management
Texas
$236K -$595K -7,128 -72%
CS
964
Comerica Securities
Michigan
$236K +$6.92K +83 +3%
GVT
965
Genesee Valley Trust
New York
$235K -$292K -3,495 -55%
LWCFA
966
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$234K -$33.8K -404 -13%
KC
967
Kingfisher Capital
North Carolina
$234K – – –
MCA
968
Mercer Capital Advisers
New Jersey
$232K – – –
FPCP
969
Fort Point Capital Partners
California
$231K +$231K +2,765 New
PCM
970
Princeton Capital Management
New Jersey
$230K – – –
TBNY
971
Trustco Bank (New York)
New York
$230K +$230K +2,747 New
ANBT
972
American National Bank & Trust
Texas
$229K – – –
SAM
973
Strategy Asset Managers
California
$229K +$229K +2,744 New
FMW
974
Farr Miller & Washington
District of Columbia
$228K -$292K -3,499 -56%
IWM
975
Integrated Wealth Management
California
$228K +$167 +2 +0.1%
37 38
39
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