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Eli Lilly
LLY

Overview Fund Activity

1,136 hedge funds and large institutions have $70.4B invested in Eli Lilly in 2015 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 305 increasing their positions, 522 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
+21
Holders Change %
+1.88%
% of All Funds
30.64%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
1.29%
New
95
Increased
305
Reduced
522
Closed
63
Calls
$843M
Puts
$496M
Net Calls
+$347M
Net Calls Change
+$150M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.25B
2
Capital International Investors
Capital International Investors
California
$587M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$510M
4
MNA
Manning & Napier Advisors
New York
$382M
5
TCIM
TIAA CREF Investment Management
New York
$654M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$4.73B
2
State Street
State Street
Massachusetts
$3.35B
3
Fidelity International
Fidelity International
Bermuda
$343M
4
SCCM
Schafer Cullen Capital Management
New York
$110M
5
Lilly Endowment
Lilly Endowment
Indiana
$10.8B
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
1026
Quadrant Capital Group
Ohio
$184K +$184K +2,239 New
Manulife (Manufacturers Life Insurance)
1027
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$182K +$22.2K +265,781 +14%
MCM
1028
Manchester Capital Management
Vermont
$180K – – –
SSB
1029
Sandy Spring Bank
Maryland
$179K +$9.23K +111 +5%
HHMI
1030
Howard Hughes Medical Institute
Maryland
$172K +$172K +2,064 New
HF
1031
Hoxton Financial
West Virginia
$167K – – –
IC
1032
IKOS CIF
Cyprus
$162K -$110K -1,319 -41%
VFA
1033
Virtus Fund Advisers
Connecticut
$162K – – –
HIM
1034
Hillsdale Investment Management
Ontario, Canada
$160K -$25K -300 -14%
AIM
1035
Advantage Investment Management
Iowa
$147K +$22.9K +275 +18%
HPBT
1036
High Point Bank & Trust
North Carolina
$146K – – –
AWS
1037
Aris Wealth Services
Pennsylvania
$142K +$6.28K +75 +5%
PCTC
1038
Perkins Coie Trust Company
Washington
$134K +$67K +801 +100%
EFSCE
1039
Enterprise Financial Services Corp (EFSC)
Missouri
$130K -$2.67K -32 -2%
WC
1040
Whitnell & Co
Illinois
$125K – – –
HRC
1041
Hoertkorn Richard Charles
$125K – – –
MSFP
1042
Mark Sheptoff Financial Planning
Connecticut
$119K +$43.8K +524 +58%
BRWM
1043
B. Riley Wealth Management
Tennessee
$113K +$582 +7 +0.5%
DAM
1044
Delta Asset Management
Tennessee
$109K +$44.7K +536 +69%
OFS
1045
Orrstown Financial Services
Pennsylvania
$106K – – –
TC
1046
Trust Company
Kansas
$104K +$8.39K +100 +9%
ARMC
1047
American Research & Management Company
Massachusetts
$101K – – –
SMG
1048
Spectrum Management Group
Indiana
$101K – – –
RI
1049
Redwood Investments
Massachusetts
$100K – – –
GAM
1050
Gemmer Asset Management
California
$96K -$8.38K -100 -8%
40 41
42
43 44