LLY icon

Eli Lilly
LLY

Overview Fund Activity

1,145 hedge funds and large institutions have $70.3B invested in Eli Lilly in 2015 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 372 increasing their positions, 474 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,145
Holders Change
+9
Holders Change %
+0.79%
% of All Funds
32%
Holding in Top 10
56
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16.67%
% of All Funds
1.57%
New
87
Increased
372
Reduced
474
Closed
65
Calls
$925M
Puts
$601M
Net Calls
+$324M
Net Calls Change
-$22.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$769M
2
Bank of America
Bank of America
North Carolina
+$678M
3
Citadel Advisors
Citadel Advisors
Florida
+$240M
4
Capital International Investors
Capital International Investors
California
+$219M
5
BA
BlackRock Advisors
Delaware
+$150M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$706M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$321M
3
Franklin Resources
Franklin Resources
California
-$311M
4
Primecap Management
Primecap Management
California
-$235M
5
Invesco
Invesco
Georgia
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
951
Acropolis Investment Management
Missouri
$287K -$213K -2,551 -43%
MSS
952
Mitchell Sinkler & Starr
Pennsylvania
$285K – – –
VDI
953
Vaughan David Investments
Illinois
$282K -$16.7K -200 -6%
LW
954
Linscomb Wealth
Texas
$281K -$19.8K -236 -7%
LBC
955
Lawrence B. Cohen
$280K – – –
SSWM
956
Sheets Smith Wealth Management
North Carolina
$280K – – –
PMFA
957
Plante Moran Financial Advisors
Michigan
$280K +$42.5K +509 +18%
NPIT
958
National Penn Investors Trust
Pennsylvania
$279K – – –
CF
959
CenterStar Fund
Illinois
$275K -$391K – –
BIAS
960
Beacon Investment Advisory Services
New Jersey
$273K -$8.86K -106 -3%
JIC
961
Joel Isaacson & Co
New York
$273K – – –
EWA
962
EP Wealth Advisors
California
$271K +$29.3K +350 +12%
TCB
963
Texas Capital Bancshares
Texas
$270K -$43.8K -523 -14%
CCM
964
Carlson Capital Management
Minnesota
$269K – – –
PGCM
965
Prescott Group Capital Management
Oklahoma
$268K – – –
BFEC
966
Benjamin F. Edwards & Company
Missouri
$262K -$11.7K -140 -4%
BWM
967
Biltmore Wealth Management
Arizona
$262K +$2.18K +26 +0.8%
PAM
968
Private Asset Management
California
$261K +$8.45K +101 +3%
EDRH
969
Edmond de Rothschild Holding
Switzerland
$261K +$45.2K +540 +21%
JMH
970
J.M. Hartwell
New York
$253K – – –
DWA
971
Douglass Winthrop Advisors
New York
$251K +$251K +3,000 New
LC
972
Lourd Capital
California
$249K +$7.02K +84 +3%
DPI
973
Diversified Portfolios Inc
Michigan
$248K – – –
FPFS
974
First Personal Financial Services
North Carolina
$246K -$4.19K -50 -2%
RHJA
975
Rice Hall James & Associates
California
$246K – – –
37 38
39
40 41