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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 %
SFWA
1126
Summit Financial Wealth Advisors
Louisiana
$14K – – –
MGIA
1127
Moneta Group Investment Advisors
Missouri
$13K +$13K +160 New
CWM
1128
Cranbrook Wealth Management
Michigan
$12K – – –
IRS
1129
Invictus RG (Singapore)
Singapore
$11K -$39.7K -494 -78%
LWA
1130
Lenox Wealth Advisors
New York
$11K – – –
CG
1131
Colony Group
Massachusetts
$10K – – –
FIG
1132
Fusion Investment Group
Pennsylvania
$10K +$10K +114 New
KCPG
1133
Kavar Capital Partners Group
Kansas
$8K -$8K -100 -50%
HCP
1134
Holt Capital Partners
Texas
$8K – – –
FAM
1135
Formidable Asset Management
Ohio
$8K – – –
BCFS
1136
Butensky & Cohen Financial Security
Florida
$8K +$8K +101 New
CFSG
1137
Community Financial Services Group
Vermont
$7K – – –
Nuveen Asset Management
1138
Nuveen Asset Management
Illinois
$6.99K +$136 +1,625 +2%
RAM
1139
Riggs Asset Management
Pennsylvania
$3K -$5.81K -60 -66%
SGAM
1140
Smith Group Asset Management
Texas
$2K – – –
FNBOO
1141
First National Bank of Omaha
Nebraska
$1.92K -$72 -862 -4%
AWS
1142
Aris Wealth Services
Pennsylvania
$1K -$129K -1,683 -99%
UFA
1143
US Financial Advisors
Massachusetts
$1K – – –
EMA
1144
Efficient Market Advisors
California
$1K +$1K +10 New
NMIS
1145
Northwestern Mutual Investment Services
Wisconsin
$1K +$1K +13 New
BGC
1146
Beutel, Goodman & Co
Ontario, Canada
– -$139M -1,950,294 Closed
HEIP
1147
Hudson Edge Investment Partners
New Jersey
– -$31.7M -380,234 Closed
BM
1148
Bridger Management
New York
– -$29.2M -349,591 Closed
Voloridge Investment Management
1149
Voloridge Investment Management
Florida
– -$27.4M -327,633 Closed
BKBG
1150
BHF Kleinwort Benson Group
Belgium
– -$24M -287,853 Closed
44 45
46
47 48