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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 %
LWM
1051
LBA Wealth Management
Florida
$95K +$10.4K +125 +12%
AP
1052
Atwood & Palmer
Missouri
$93K – – –
FA
1053
FMA Advisory
Pennsylvania
$93K +$93K +1,120 New
1832 Asset Management
1054
1832 Asset Management
Ontario, Canada
$92K -$1.67K -20 -2%
TCM
1055
Tradewinds Capital Management
Washington
$92K – – –
CFS
1056
Commonwealth Financial Services
West Virginia
$91K – – –
S
1057
SignatureFD
Georgia
$90K +$48.9K +589 +119%
HCMT
1058
Highland Capital Management (Tennessee)
Tennessee
$90K +$90K +1,077 New
GWA
1059
Genesis Wealth Advisors
Massachusetts
$87.7K – – –
WA
1060
WFG Advisors
Texas
$85K -$62.4K -744 -42%
OC
1061
Oakworth Capital
Alabama
$85K – – –
CAM
1062
Cacti Asset Management
Georgia
$83K – – –
PSC
1063
Prentiss Smith & Co
Vermont
$83K – – –
CFA
1064
CT Financial Advisors
Pennsylvania
$81.4K – – –
DVM
1065
Dreman Value Management
Florida
$75K – – –
SSG
1066
Summit Securities Group
New York
$74K +$74K +882 New
FMB
1067
Field & Main Bank
Kentucky
$71K – – –
MPWT
1068
MassMutual Private Wealth & Trust
Connecticut
$65.2K +$17.6K +283 +37%
JAM
1069
Jolley Asset Management
North Carolina
$61K -$5.4K -65 -8%
AA
1070
Apriem Advisors
California
$58K – – –
JFA
1071
JNBA Financial Advisors
Minnesota
$58K – – –
CWM
1072
Catamount Wealth Management
Connecticut
$58K – – –
DOA
1073
D'Orazio & Associates
Virginia
$57K +$167 +2 +0.3%
PIM
1074
Parasol Investment Management
Illinois
$56K – – –
EWM
1075
Edge Wealth Management
New York
$55K -$13.8K -166 -20%
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