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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 %
IWM
1051
Integrated Wealth Management
California
$231K +$84 +1 +0%
EWA
1052
EP Wealth Advisors
California
$230K -$42.1K -500 -15%
FMW
1053
Farr Miller & Washington
District of Columbia
$230K – – –
DDPIC
1054
Deroy & Devereaux Private Investment Counsel
Michigan
$229K – – –
TSS
1055
Thomas Story & Son
Indiana
$228K – – –
SLA
1056
Silver Lake Advisory
Utah
$227K +$758 +9 +0.3%
STMM
1057
South Texas Money Management
Texas
$226K +$226K +2,678 New
YIA
1058
YHB Investment Advisors
Connecticut
$225K +$13.4K +159 +6%
NSAM
1059
North Star Asset Management
Wisconsin
$224K – – –
MPAM
1060
Murphy Pohlad Asset Management
Minnesota
$222K – – –
EIM
1061
Emerson Investment Management
Massachusetts
$221K -$1.51K -18 -0.7%
SFM
1062
Signet Financial Management
New Jersey
$221K +$221K +2,624 New
I
1063
IberiaBank
Louisiana
$220K -$10.8K -129 -5%
GWM
1064
Graybill Wealth Management
Illinois
$220K – – –
PFBT
1065
Parkside Financial Bank & Trust
Missouri
$219K +$2.79K +33 +1%
EIA
1066
Edgemoor Investment Advisors
Maryland
$218K – – –
MIM
1067
Marco Investment Management
Georgia
$215K – – –
GC
1068
Garde Capital
Washington
$215K – – –
GVT
1069
Genesee Valley Trust
New York
$214K -$23.4K -277 -10%
UR
1070
USCA RIA
Texas
$214K – – –
CB
1071
Community Bank
New York
$213K -$10.5K -125 -5%
RVPG
1072
Relative Value Partners Group
$211K – – –
ACM
1073
Ashford Capital Management
Delaware
$211K +$211K +2,505 New
FLPIM
1074
F.L. Putnam Investment Management
Massachusetts
$211K +$211K +2,505 New
MWM
1075
Mission Wealth Management
California
$210K -$11K -131 -5%
41 42
43
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