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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 %
IRS
1076
Invictus RG (Singapore)
Singapore
$53K +$19.4K +231 +58%
SA
1077
SRH Advisors
Kansas
$50K – – –
QAM
1078
QCI Asset Management
New York
$50K +$50K +604 New
TIM
1079
Tortoise Investment Management
New York
$49K -$831 -10 -2%
TDC
1080
Thompson Davis & Co
Virginia
$44K +$4.18K +50 +10%
EDRE
1081
Edmond de Rothschild (Europe)
Luxembourg
$42K +$42K +500 New
KA
1082
Klingman & Associates
New York
$39K +$30.6K +362 +362%
HR
1083
Howe & Rusling
New York
$38K – – –
IMS
1084
Index Management Solutions
Pennsylvania
$37K +$19.9K +241 +116%
LOCB
1085
Lombard Odier & Cie (Bahamas)
Bahamas
$36K – – –
GI
1086
Gradient Investments
Minnesota
$36K +$4.44K +53 +14%
TFO
1087
Tarbox Family Office
California
$34K -$1.67K -20 -5%
MUS
1088
Mitsubishi UFJ Securities
Japan
$31K -$30.2K -360 -49%
HCM
1089
Highlander Capital Management
New Jersey
$30K – – –
WOC
1090
West Oak Capital
California
$29.2K -$4.18K -50 -13%
NYLT
1091
New York Life Trust
New York
$29K -$51.1K -615 -64%
KT
1092
Kanaly Trust
Texas
$29K -$499 -6 -2%
PR
1093
Payden & Rygel
California
$28K – – –
NCM
1094
Nelson Capital Management
California
$26K -$4.15K -50 -14%
RIA
1095
Regal Investment Advisors
Michigan
$26K +$4.03K +50 +18%
DMK
1096
David M. Knott
$25K – – –
RCG
1097
Ruggie Capital Group
Florida
$25K -$4.76K -56 -16%
TWMP
1098
Taylor Wealth Management Partners
Massachusetts
$25K +$25K +300 New
FMA
1099
FNY Managed Accounts
New York
$24.3K +$24.3K +291 New
WA
1100
Winfield Associates
Ohio
$22K – – –
42 43
44
45 46