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Eli Lilly
LLY

Overview Fund Activity

1,145 hedge funds and large institutions have $70.3B invested in Eli Lilly in 2015 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 372 increasing their positions, 474 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,145
Holders Change
+9
Holders Change %
+0.79%
% of All Funds
32%
Holding in Top 10
56
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16.67%
% of All Funds
1.57%
New
87
Increased
372
Reduced
474
Closed
65
Calls
$925M
Puts
$601M
Net Calls
+$324M
Net Calls Change
-$22.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.03B
2
Bank of America
Bank of America
North Carolina
$1.4B
3
Citadel Advisors
Citadel Advisors
Florida
$369M
4
Capital International Investors
Capital International Investors
California
$808M
5
BA
BlackRock Advisors
Delaware
$403M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$4.04B
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$2.25M
3
Franklin Resources
Franklin Resources
California
$2.34B
4
Primecap Management
Primecap Management
California
$4.79B
5
Invesco
Invesco
Georgia
$788M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
1101
Klingman & Associates
New York
$38K – – –
IMS
1102
Index Management Solutions
Pennsylvania
$35K -$2.51K -30 -7%
LYV
1103
Live Your Vision
Pennsylvania
$33K +$33K +400 New
GI
1104
Gradient Investments
Minnesota
$32K -$3.65K -44 -10%
RIA
1105
Regal Investment Advisors
Michigan
$30K +$3.74K +46 +14%
KT
1106
Kanaly Trust
Texas
$29K – – –
HCM
1107
Highlander Capital Management
New Jersey
$29K – – –
RCG
1108
Ruggie Capital Group
Florida
$28K +$4.48K +56 +19%
NCM
1109
Nelson Capital Management
California
$26K – – –
DMK
1110
David M. Knott
$25.1K – – –
AIM
1111
Advantage Investment Management
Iowa
$25K -$124K -1,469 -83%
TWMP
1112
Taylor Wealth Management Partners
Massachusetts
$25K – – –
GXMC
1113
Global X Management Company
New York
$24K +$19.2K +229 +402%
WA
1114
Winfield Associates
Ohio
$22K – – –
RA
1115
Rational Advisors
New York
$21K – – –
WAS
1116
Winch Advisory Services
Wisconsin
$20K -$2.81M -32,793 -99%
AssetMark Inc
1117
AssetMark Inc
California
$19K +$10.3K +126 +119%
WA
1118
Waverly Advisors
Alabama
$18K – – –
FWM
1119
Focused Wealth Management
New York
$18K +$81 +1 +0.5%
FNBSF
1120
First National Bank Sioux Falls
South Dakota
$17K – – –
GWS
1121
Glassman Wealth Services
Virginia
$17K – – –
HFM
1122
Hartford Financial Management
Connecticut
$16K – – –
BWFA
1123
Baltimore-Washington Financial Advisors
Maryland
$16K – – –
SCP
1124
Syntal Capital Partners
Texas
$15K – – –
P
1125
Palladiem
Pennsylvania
$15K – – –
43 44
45
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