LLY icon

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 %
CSMF
1251
Charles Stewart Mott Foundation
Michigan
– -$343K -4,095 Closed
CC
1252
Courier Capital
New York
– -$326K -3,894 Closed
TCB
1253
Texas Capital Bancshares
Texas
– -$270K -3,227 Closed
EGM
1254
Engineers Gate Manager
New York
– -$243K -2,900 Closed
PWMAG
1255
Pinnacle Wealth Management Advisory Group
New Jersey
– -$238K -2,840 Closed
SCP
1256
Seizert Capital Partners
Michigan
– -$231K -2,759 Closed
BCMO
1257
Buckingham Capital Management (Ohio)
Ohio
– -$229K -2,731 Closed
ISB
1258
Iowa State Bank
Iowa
– -$228K -2,724 Closed
FHB
1259
First Hawaiian Bank
Hawaii
– -$224K -2,686 Closed
BFM
1260
Boothbay Fund Management
New York
– -$217K -2,590 Closed
CCC
1261
Chelsea Counsel Company
California
– -$212K -2,528 Closed
BSW
1262
Buckingham Strategic Wealth
Missouri
– -$210K -2,506 Closed
PVWM
1263
Point View Wealth Management
New Jersey
– -$203K -2,431 Closed
DLHL
1264
Donald L. Hagan LLC
Florida
– -$94K -1,120 Closed
HCMT
1265
Highland Capital Management (Tennessee)
Tennessee
– -$90K -1,077 Closed
DVM
1266
Dreman Value Management
Florida
– -$75K -900 Closed
SSG
1267
Summit Securities Group
New York
– -$50K -600 Closed
LYV
1268
Live Your Vision
Pennsylvania
– -$33K -400 Closed
RIA
1269
Regal Investment Advisors
Michigan
– -$30K -369 Closed
RCG
1270
Ruggie Capital Group
Florida
– -$28K -350 Closed
WA
1271
Waverly Advisors
Alabama
– -$18K -213 Closed
BWFA
1272
Baltimore-Washington Financial Advisors
Maryland
– -$16K -200 Closed
SCP
1273
Syntal Capital Partners
Texas
– -$15K -190 Closed
SFWA
1274
Summit Financial Wealth Advisors
Louisiana
– -$14K -179 Closed
MGIA
1275
Moneta Group Investment Advisors
Missouri
– -$13K -160 Closed
48 49 50
51
52