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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
$806M
2
Invesco
Invesco
Georgia
$979M
3
Bank of America
Bank of America
North Carolina
$1.59B
4
Ameriprise
Ameriprise
Minnesota
$254M
5
Vanguard Group
Vanguard Group
Pennsylvania
$5.05B

Top Sellers

1
MNA
Manning & Napier Advisors
New York
$3.11M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.78B
3
Citadel Advisors
Citadel Advisors
Florida
$145M
4
Fidelity International
Fidelity International
Bermuda
$27.8M
5
Lilly Endowment
Lilly Endowment
Indiana
$10.8B
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1151
Edge Wealth Management
New York
$52K – – –
SA
1152
SRH Advisors
Kansas
$51K – – –
MFBTD
1153
MB Financial Bank - Trust Department
Illinois
$51K +$51K +600 New
TJHA
1154
Thomas J. Herzfeld Advisors
Florida
$51K +$51K +600 New
WP
1155
WealthPLAN Partners
Nebraska
$50.8K +$50.8K +3,000 New
TIM
1156
Tortoise Investment Management
New York
$50K – – –
TRCT
1157
Tower Research Capital (TRC)
New York
$48K +$48K +570 New
KPCM
1158
Kings Point Capital Management
New York
$47K – – –
BL
1159
Balentine LLC
Georgia
$47K +$510 +6 +1%
VC
1160
Vestor Capital
Illinois
$45K – – –
PG
1161
Patten Group
Tennessee
$42.1K -$344K -4,080 -89%
QAM
1162
QCI Asset Management
New York
$42K -$8.74K -104 -17%
KA
1163
Klingman & Associates
New York
$39K – – –
ZB
1164
Zions Bancorporation
Utah
$38K -$4.23K -57 -10%
MFT
1165
Moisand Fitzgerald Tamayo
Florida
$36K +$36K +430 New
MFW
1166
Mosaic Family Wealth
Missouri
$36K +$36K +437 New
NYLT
1167
New York Life Trust
New York
$35K -$45.7K -543 -57%
PIM
1168
Parasol Investment Management
Illinois
$34K -$23.4K -275 -41%
ACP
1169
Arcus Capital Partners
Georgia
$34K +$34K +400 New
ADL
1170
Asset Dedication LLC
California
$33K +$33K +391 New
GI
1171
Gradient Investments
Minnesota
$32K -$167 -2 -0.5%
UFA
1172
US Financial Advisors
Massachusetts
$32K +$30.9K +366 +2,815%
IR
1173
Invictus RG
Bermuda
$32K +$32K +383 New
HCM
1174
Highlander Capital Management
New Jersey
$30K – – –
PCM
1175
Penserra Capital Management
California
$30K +$30K +352 New
45 46
47
48 49