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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 %
SGCA
1026
Steel Grove Capital Advisors
Tennessee
$251K +$251K +2,975 New
BWM
1027
Biltmore Wealth Management
Arizona
$249K -$14.8K -176 -6%
DPI
1028
Diversified Portfolios Inc
Michigan
$249K – – –
AIM
1029
Acropolis Investment Management
Missouri
$248K -$41.8K -495 -14%
RHJA
1030
Rice Hall James & Associates
California
$248K – – –
FPFS
1031
First Personal Financial Services
North Carolina
$248K – – –
SFG
1032
StrategIQ Financial Group
Indiana
$247K +$247K +2,936 New
DSI
1033
Daiwa SB Investments
Japan
$244K -$8.58M -102,000 -97%
QAM
1034
Quantres Asset Management
Cayman Islands
$244K -$2.73M -32,500 -92%
CCM
1035
CrestPoint Capital Management
Missouri
$243K – – –
DAM
1036
Doheny Asset Management
California
$240K – – –
LRPA
1037
L. Roy Papp & Associates
Arizona
$239K – – –
TIA
1038
Tiemann Investment Advisors
California
$238K -$84.3K -1,000 -26%
TAM
1039
Trust Asset Management
Texas
$238K +$238K +2,828 New
SAMC
1040
Shinko Asset Management Company
Japan
$237K – – –
KC
1041
Kingfisher Capital
North Carolina
$236K -$2.36K -28 -1%
BP
1042
Ballentine Partners
Massachusetts
$236K +$17.6K +209 +8%
CFP
1043
Cornerstone Financial Partners
North Carolina
$236K +$236K +2,776 New
MCA
1044
Mercer Capital Advisers
New Jersey
$234K – – –
FANJ
1045
Financial Architects (New Jersey)
New Jersey
$233K +$25.3K +301 +12%
WJA
1046
Williams Jones & Associates
New York
$232K – – –
CAI
1047
Capital Advisors Inc
Oklahoma
$231K +$22.6K +268 +11%
ANBT
1048
American National Bank & Trust
Texas
$231K – – –
TBNY
1049
Trustco Bank (New York)
New York
$231K – – –
ANB
1050
Amarillo National Bank
Texas
$231K – – –
40 41
42
43 44