LLY icon

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 %
RA
1101
Rational Advisors
New York
$21K – – –
WA
1102
Waverly Advisors
Alabama
$18K – – –
FWM
1103
Focused Wealth Management
New York
$18K – – –
GWS
1104
Glassman Wealth Services
Virginia
$17K -$23.4K -275 -58%
FNBSF
1105
First National Bank Sioux Falls
South Dakota
$17K – – –
BWFA
1106
Baltimore-Washington Financial Advisors
Maryland
$16K – – –
HFM
1107
Hartford Financial Management
Connecticut
$16K +$16K +200 New
KCPG
1108
Kavar Capital Partners Group
Kansas
$16K +$16K +200 New
P
1109
Palladiem
Pennsylvania
$15K – – –
CCS
1110
Crosspoint Capital Strategies
California
$14K – – –
AF
1111
Allworth Financial
California
$14K – – –
SFWA
1112
Summit Financial Wealth Advisors
Louisiana
$14K – – –
KPCM
1113
Kings Point Capital Management
New York
$13K – – –
CWM
1114
Cranbrook Wealth Management
Michigan
$12K – – –
UB
1115
UMB Bank
Missouri
$11.5K +$1K +12,016 +10%
WCM
1116
Wealthcare Capital Management
Virginia
$11K -$43.6K -535 -80%
LWA
1117
Lenox Wealth Advisors
New York
$11K – – –
PTC
1118
Philadelphia Trust Company
Pennsylvania
$10.7K -$120K -10,014 -92%
CG
1119
Colony Group
Massachusetts
$10K – – –
FAM
1120
Formidable Asset Management
Ohio
$9K – – –
AssetMark Inc
1121
AssetMark Inc
California
$9K +$9K +106 New
BL
1122
Balentine LLC
Georgia
$8K – – –
HCP
1123
Holt Capital Partners
Texas
$8K – – –
RAM
1124
Riggs Asset Management
Pennsylvania
$8K +$5.28K +60 +194%
CFSG
1125
Community Financial Services Group
Vermont
$7K -$7.35K -83 -51%
43 44
45
46 47