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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 %
VDI
1001
Vaughan David Investments
Illinois
$284K – – –
FPCP
1002
Fort Point Capital Partners
California
$283K +$283K +3,354 New
LBC
1003
Lawrence B. Cohen
$282K – – –
SSWM
1004
Sheets Smith Wealth Management
North Carolina
$282K – – –
PCM
1005
Pointe Capital Management
Michigan
$277K +$277K +3,288 New
BIAS
1006
Beacon Investment Advisory Services
New Jersey
$275K -$506 -6 -0.2%
JIC
1007
Joel Isaacson & Co
New York
$275K – – –
VF
1008
Virtu Financial
New York
$274K +$274K +3,249 New
PMFA
1009
Plante Moran Financial Advisors
Michigan
$271K -$11.7K -139 -4%
CCM
1010
Carlson Capital Management
Minnesota
$271K – – –
VCAM
1011
Van Cleef Asset Management
Ohio
$271K +$26.6K +316 +11%
PGCM
1012
Prescott Group Capital Management
Oklahoma
$270K – – –
LC
1013
Lourd Capital
California
$267K +$15.8K +187 +6%
PAM
1014
Private Asset Management
California
$263K – – –
FO
1015
FT Options
Illinois
$263K +$263K +3,119 New
MCWS
1016
McKinley Carter Wealth Services
West Virginia
$262K -$27.9K -331 -10%
BFEC
1017
Benjamin F. Edwards & Company
Missouri
$262K -$2.28K -27 -0.9%
LW
1018
Linscomb Wealth
Texas
$261K -$21.7K -258 -8%
CAG
1019
Crestwood Advisors Group
Massachusetts
$260K +$19.4K +230 +8%
NPIT
1020
National Penn Investors Trust
Pennsylvania
$256K -$25.3K -300 -9%
LNC
1021
Lincoln National Corp
Pennsylvania
$256K +$256K +3,154 New
JMH
1022
J.M. Hartwell
New York
$254K – – –
IC
1023
IKOS CIF
Cyprus
$253K +$195K +2,295 +334%
TDC
1024
Thompson Davis & Co
Virginia
$252K +$111K +1,312 +78%
AIM
1025
Avity Investment Management
Connecticut
$252K +$252K +2,993 New
39 40
41
42 43