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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 %
DMK
976
David M. Knott
$15.3K – – –
WIC
977
Willis Investment Counsel
Georgia
$15K +$2.85K +55,800 +23%
IC
978
IKOS CIF
Cyprus
$15K -$2.04M -40,850 -99%
QAM
979
QCI Asset Management
New York
$15K – – –
NCM
980
Nelson Capital Management
California
$15K – – –
FBC
981
Fairfield, Bush & Co
Connecticut
$13K -$1.26M -24,250 -99%
SSB
982
Sandy Spring Bank
Maryland
$13K -$3.85K -75 -23%
ACM
983
Axel Capital Management
New York
$13K – – –
WA
984
Winfield Associates
Ohio
$13K +$13K +260 New
RFA
985
Reilly Financial Advisors
California
$11K +$1.14K +23 +12%
BCMIO
986
Beacon Capital Management Inc (Ohio)
Ohio
$11K +$11K +223 New
HFM
987
Hartford Financial Management
Connecticut
$10K – – –
ST
988
SpiderRock Trading
Illinois
$10K – – –
Carson Wealth (CWM LLC)
989
Carson Wealth (CWM LLC)
Nebraska
$9K +$3.55K +65 +65%
LWA
990
Lenox Wealth Advisors
New York
$9K +$3.77K +75 +72%
TDC
991
Thompson Davis & Co
Virginia
$8K +$8K +165 New
FAM
992
Formidable Asset Management
Ohio
$6K – – –
BOK
993
Bank of Kentucky
Kentucky
$6K – – –
AC
994
Alexandria Capital
Virginia
$6K +$2.05K +42 +52%
ST
995
Smithfield Trust
Pennsylvania
$6K +$6K +120 New
WF
996
WealthTrust Fairport
Ohio
$5K -$2.15K -43 -30%
PR
997
Payden & Rygel
California
$5K – – –
FWM
998
Focused Wealth Management
New York
$5K – – –
EU
999
Emory University
Georgia
$4K – – –
FNBSF
1000
First National Bank Sioux Falls
South Dakota
$4K – – –
38 39
40
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