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Eli Lilly
LLY

Overview Fund Activity

1,003 hedge funds and large institutions have $42.1B invested in Eli Lilly in 2013 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 341 increasing their positions, 405 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,003
Holders Change
+30
Holders Change %
+3.08%
% of All Funds
29.13%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.55%
New
111
Increased
341
Reduced
405
Closed
69
Calls
$460M
Puts
$416M
Net Calls
+$44.3M
Net Calls Change
-$109M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$1.14B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.24B
3
AIG
3
American International Group
New York
$279M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$98M
5
State Street
5
State Street
Massachusetts
$2.25B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$253M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$81.2M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$152M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$58.9M
5
JHIU
5
Janus Henderson Investors US
Colorado
$96.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lilly Endowment
1
Lilly Endowment
Indiana
$6.92B – – –
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.24B +$524M +10,265,965 +19%
Primecap Management
3
Primecap Management
California
$2.63B +$35.8M +701,428 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.56B +$36.7M +719,465 +1%
State Street
5
State Street
Massachusetts
$2.25B +$80.8M +1,583,949 +4%
BIT
6
BlackRock Institutional Trust
California
$1.45B -$1.69M -33,205 -0.1%
Franklin Resources
7
Franklin Resources
California
$1.14B +$724M +14,198,819 +176%
State Farm Mutual Automobile Insurance
8
State Farm Mutual Automobile Insurance
Illinois
$1.02B -$4.19M -82,175 -0.4%
BFA
9
BlackRock Fund Advisors
California
$797M +$43.3M +848,679 +6%
Northern Trust
10
Northern Trust
Illinois
$689M +$8.16M +159,989 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$685M -$115M -2,247,374 -14%
Invesco
12
Invesco
Georgia
$493M -$90.6M -1,776,773 -16%
Norges Bank
13
Norges Bank
Norway
$453M -$38.5M -754,464 -8%
BG
14
BlackRock Group
United Kingdom
$434M -$13.3M -261,274 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$383M +$20.1M +393,848 +6%
Renaissance Technologies
16
Renaissance Technologies
New York
$360M -$62.5M -1,226,105 -15%
Ameriprise
17
Ameriprise
Minnesota
$353M +$1.4M +27,522 +0.4%
Goldman Sachs
18
Goldman Sachs
New York
$352M +$35.2M +689,846 +11%
Bank of America
19
Bank of America
North Carolina
$351M -$9.56M -187,538 -3%
UBS AM
20
UBS AM
Illinois
$333M +$24M +471,129 +8%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$331M +$5.19M +101,786 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
22
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$321M -$36.2M -709,976 -10%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$314M -$69.2M -1,355,913 -18%
PI
24
Putnam Investments
Massachusetts
$305M -$29.7M -582,111 -9%
Deutsche Bank
25
Deutsche Bank
Germany
$303M -$15.6M -304,967 -5%
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