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Eli Lilly
LLY

Overview Fund Activity

1,218 hedge funds and large institutions have $71B invested in Eli Lilly in 2015 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 414 increasing their positions, 447 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+73
Holders Change %
+6.38%
% of All Funds
31.99%
Holding in Top 10
40
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-28.57%
% of All Funds
1.05%
New
150
Increased
414
Reduced
447
Closed
64
Calls
$785M
Puts
$488M
Net Calls
+$297M
Net Calls Change
-$27.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$282M
2
Invesco
Invesco
Georgia
+$186M
3
Bank of America
Bank of America
North Carolina
+$177M
4
Ameriprise
Ameriprise
Minnesota
+$167M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$131M

Top Sellers

1
MNA
Manning & Napier Advisors
New York
-$343M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$286M
3
Citadel Advisors
Citadel Advisors
Florida
-$227M
4
Fidelity International
Fidelity International
Bermuda
-$150M
5
Lilly Endowment
Lilly Endowment
Indiana
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMLI
951
Fukoku Mutual Life Insurance
Japan
$366K – – –
HDIM
952
Hanson & Doremus Investment Management
Vermont
$362K +$36.3K +431 +11%
SEC
953
Seven Eight Capital
New York
$362K +$362K +4,291 New
CFA
954
Carroll Financial Associates
North Carolina
$360K -$25K -297 -6%
WPW
955
Waldron Private Wealth
Pennsylvania
$360K +$20.5K +244 +6%
BIC
956
Beach Investment Counsel
Pennsylvania
$359K – – –
GC
957
Gratus Capital
Georgia
$356K – – –
SWA
958
SFMG Wealth Advisors
Texas
$352K -$58.8K -698 -14%
BUB
959
BBVA USA Bancshares
Texas
$346K -$28K -333 -7%
AEPG
960
American Economic Planning Group
New Jersey
$345K -$1.01K -12 -0.3%
EM
961
Emancipation Management
New York
$345K – – –
FNFDCM
962
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$343K – – –
EWM
963
Endurance Wealth Management
Rhode Island
$343K +$6.31K +75 +2%
CIC
964
Carnegie Investment Counsel
Ohio
$340K -$27.4K -346 -7%
TBA
965
Tower Bridge Advisors
Pennsylvania
$337K -$2.11K -25 -0.6%
AIS
966
American Investment Services
Massachusetts
$337K -$84.3K -1,000 -20%
BDF
967
Balasa Dinverno & Foltz
$337K – – –
NIM
968
Nexus Investment Management
Ontario, Canada
$337K – – –
Fuller & Thaler Asset Management
969
Fuller & Thaler Asset Management
California
$337K – – –
VFA
970
Voya Financial Advisors
Connecticut
$337K +$15K +174 +5%
RC
971
RegentAtlantic Capital
New Jersey
$336K -$54.6K -648 -14%
MA
972
MCF Advisors
Kentucky
$329K -$5.23K -62 -2%
ATC
973
Argent Trust Co
Tennessee
$329K +$33.5K +397 +11%
DCM
974
Dynamic Capital Management
Jersey
$329K +$329K +3,900 New
TSWM
975
Triangle Securities Wealth Management
North Carolina
$329K +$329K +3,905 New
37 38
39
40 41