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Eli Lilly
LLY

Overview Fund Activity

1,209 hedge funds and large institutions have $61.1B invested in Eli Lilly in 2016 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 423 increasing their positions, 442 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,209
Holders Change
+36
Holders Change %
+3.07%
% of All Funds
30.27%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.65%
New
154
Increased
423
Reduced
442
Closed
100
Calls
$1.47B
Puts
$927M
Net Calls
+$540M
Net Calls Change
+$26.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$858M
2
Franklin Resources
Franklin Resources
California
+$301M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$159M
4
State Street
State Street
Massachusetts
+$143M
5
TCIM
TIAA CREF Investment Management
New York
+$113M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$489M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$451M
3
Capital International Investors
Capital International Investors
California
-$403M
4
Capital World Investors
Capital World Investors
California
-$382M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
951
BerganKDV Wealth Management
Minnesota
$324K +$29.6K +402 +10%
CS
952
Comerica Securities
Michigan
$323K +$55.9K +760 +21%
PIA
953
Peachtree Investment Advisors
Georgia
$321K – – –
BFM
954
Boston Financial Management
Massachusetts
$320K +$320K +4,355 New
FDS
955
First Dallas Securities
Texas
$319K -$21.2K -288 -6%
BWA
956
Burt Wealth Advisors
Maryland
$318K -$7.34K -100 -2%
HDIM
957
Hanson & Doremus Investment Management
Vermont
$316K – – –
IP
958
Intellectus Partners
California
$315K +$315K +4,278 New
HTC
959
Haverford Trust Company
Pennsylvania
$314K -$19.3K -263 -6%
CG
960
Caprock Group
Idaho
$311K +$71.6K +973 +30%
VIA
961
Vantage Investment Advisors
Pennsylvania
$309K – – –
PTC
962
Petrus Trust Company
Texas
$309K +$309K +4,205 New
FTC
963
Farmers Trust Company
Ohio
$308K – – –
LP
964
LMR Partners
United Kingdom
$307K +$307K +4,181 New
ATC
965
Argent Trust Co
Tennessee
$306K -$61.4K -834 -17%
SFM
966
Signet Financial Management
New Jersey
$303K – – –
AEPG
967
American Economic Planning Group
New Jersey
$302K +$220 +3 +0.1%
EWM
968
Endurance Wealth Management
Rhode Island
$300K – – –
ACP
969
Aveo Capital Partners
Colorado
$298K +$298K +4,046 New
FMLI
970
Fukoku Mutual Life Insurance
Japan
$297K -$14.7K -200 -5%
EM
971
Emancipation Management
New York
$295K – – –
SWA
972
SFMG Wealth Advisors
Texas
$293K -$3.68K -50 -1%
SWM
973
SVA Wealth Management
Wisconsin
$293K – – –
PBO
974
Peoples Bank (Ohio)
Ohio
$292K – – –
AssetMark Inc
975
AssetMark Inc
California
$291K -$1.36M -18,566 -82%
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