LLY icon

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 %
PGCM
1026
Prescott Group Capital Management
Oklahoma
$235K – – –
OFW
1027
Omnia Family Wealth
Florida
$235K +$235K +3,199 New
TSW
1028
Thompson Siegel & Walmsley
Virginia
$233K -$31.3K -425 -12%
BDF
1029
Balasa Dinverno & Foltz
$231K +$8.98K +122 +4%
RIG
1030
Roosevelt Investment Group
New York
$230K +$13.2K +180 +6%
FCE
1031
Fiera Capital (Europe)
Cayman Islands
$230K +$230K +3,135 New
QCG
1032
Quadrant Capital Group
Ohio
$229K -$20.3K -287 -8%
MWP
1033
MYCIO Wealth Partners
Pennsylvania
$229K +$441 +6 +0.2%
TBA
1034
Tower Bridge Advisors
Pennsylvania
$228K – – –
GC
1035
Guardian Capital
Ontario, Canada
$228K -$27.6K -375 -11%
RC
1036
RegentAtlantic Capital
New Jersey
$228K -$9.18K -125 -4%
MCM
1037
McRae Capital Management
New Jersey
$228K – – –
BSW
1038
Buckingham Strategic Wealth
Missouri
$225K -$18.7K -254 -8%
YWP
1039
YorkBridge Wealth Partners
New York
$225K +$225K +3,257 New
JMH
1040
J.M. Hartwell
New York
$222K – – –
CSM
1041
CAMG Solamere Management
North Carolina
$222K +$222K +3,040 New
CEP
1042
Chicago Equity Partners
Illinois
$221K -$1.3M -17,650 -85%
AIS
1043
American Investment Services
Massachusetts
$221K – – –
CCT
1044
Country Club Trust
Missouri
$221K +$736 +10 +0.3%
HW
1045
Hedeker Wealth
Illinois
$220K +$202K +2,760 +1,150%
LNB
1046
Ledyard National Bank
$217K +$5.45K +74 +3%
IWM
1047
IHT Wealth Management
Illinois
$217K +$217K +2,903 New
CCM
1048
Carlson Capital Management
Minnesota
$214K -$7.37K -100 -3%
AFP
1049
Ausdal Financial Partners
Iowa
$214K +$294 +4 +0.1%
JWS
1050
Juncture Wealth Strategies
Arizona
$213K -$485K -6,600 -69%
40 41
42
43 44