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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 %
BCFS
1201
Butensky & Cohen Financial Security
Florida
$9K +$505 +6 +6%
ACM
1202
Armbruster Capital Management
New York
$9K +$9K +103 New
MWM
1203
MinichMacGregor Wealth Management
New York
$9K +$9K +119 New
FNBOO
1204
First National Bank of Omaha
Nebraska
$8.82K +$6.89K +81,736 +357%
FAM
1205
Formidable Asset Management
Ohio
$8K – – –
KCPG
1206
Kavar Capital Partners Group
Kansas
$8K – – –
KM
1207
Kalos Management
Georgia
$7K – – –
Nuveen Asset Management
1208
Nuveen Asset Management
Illinois
$6.81K -$227 -2,691 -3%
DSN
1209
D. Scott Neal
Kentucky
$6K +$6K +70 New
OSAM
1210
O'Shaughnessy Asset Management
Connecticut
$5K -$140K -1,564 -97%
LWA
1211
Lenox Wealth Advisors
New York
$5K -$5.66K -69 -53%
CS
1212
Credential Securities
$3.28K -$201K -2,387 -98%
RAM
1213
Riggs Asset Management
Pennsylvania
$3K – – –
SGAM
1214
Smith Group Asset Management
Texas
$2K – – –
CIM
1215
Contravisory Investment Management
Massachusetts
$2K +$2K +25 New
BCI
1216
Brinker Capital Investments
Pennsylvania
$2K +$2K +27 New
WA
1217
WBH Advisory
Maryland
$823 -$14 -169 -2%
PHS
1218
PFM Health Sciences
California
– -$92.6M -1,106,139 Closed
HCM
1219
Highfields Capital Management
Massachusetts
– -$58.6M -700,000 Closed
AA
1220
ALPS Advisors
Colorado
– -$205K -245,173 Closed
Two Sigma Investments
1221
Two Sigma Investments
New York
– -$19.8M -236,798 Closed
PP
1222
PDT Partners
New York
– -$13.2M -157,679 Closed
AIM
1223
Artemis Investment Management
United Kingdom
– -$11.3M -135,094 Closed
ELC
1224
Edgar Lomax Company
Virginia
– -$9.4M -112,285 Closed
ARTA
1225
A.R.T. Advisors
New York
– -$8.85M -105,796 Closed
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