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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,301 hedge funds and large institutions have $60.9B invested in Bristol-Myers Squibb in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 457 increasing their positions, 540 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,301
Holders Change
–
Holders Change %
0%
% of All Funds
37.78%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
1.25%
New
59
Increased
457
Reduced
540
Closed
48
Calls
$805M
Puts
$740M
Net Calls
+$65.2M
Net Calls Change
+$247M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$741M
2
JHIU
Janus Henderson Investors US
Colorado
+$249M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$210M
4
Jennison Associates
Jennison Associates
New York
+$180M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$156M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$618M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$306M
3
Capital World Investors
Capital World Investors
California
-$181M
4
Renaissance Technologies
Renaissance Technologies
New York
-$112M
5
IC
Institutional Capital
Illinois
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
EM
801
Excalibur Management
Massachusetts
$931K -$29.2K -571 -3%
SI
802
SII Investments
Wisconsin
$925K -$15.6K -304 -2%
FNFDCM
803
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$911K -$15.4K -300 -2%
RIM
804
Regent Investment Management
Kentucky
$910K -$80.4K -1,570 -8%
LA
805
Lynch & Associates
Indiana
$899K +$921 +18 +0.1%
FNBOO
806
First National Bank of Omaha
Nebraska
$891K -$110K -2,152 -11%
BFC
807
Blue Fin Capital
Rhode Island
$890K +$19.2K +375 +2%
CCB
808
Cutter & Co Brokerage
Missouri
$889K +$1.95K +38 +0.2%
JMFC
809
J.M. Forbes & Co
Massachusetts
$884K +$127K +2,475 +17%
BST
810
Bath Savings Trust
Maine
$883K – – –
MMG
811
Monetary Management Group
Missouri
$878K +$89.6K +1,750 +11%
GWI
812
Grace & White Inc
New York
$874K – – –
HB
813
Homrich & Berg
Georgia
$872K +$54.3K +1,060 +7%
PP
814
Patten & Patten
Tennessee
$869K +$48.9K +955 +6%
CAM
815
Centre Asset Management
New York
$865K +$865K +16,900 New
PIM
816
Penobscot Investment Management
Massachusetts
$858K -$3.68K -72 -0.4%
OCM
817
Osterweis Capital Management
California
$852K – – –
BHBT
818
Burke & Herbert Bank & Trust
Virginia
$852K – – –
VFS
819
VSR Financial Services
Kansas
$849K +$61.2K +1,195 +8%
TRCT
820
Tower Research Capital (TRC)
New York
$849K +$844K +16,495 +17,182%
Envestnet Asset Management
821
Envestnet Asset Management
Illinois
$843K +$65.3K +1,276 +8%
P
822
Pitcairn
Pennsylvania
$839K -$5.33K -104 -0.6%
IB
823
Intrust Bank
Kansas
$836K -$33.7K -658 -4%
UR
824
USCA RIA
Texas
$835K +$17.1K +335 +2%
BHB
825
Bank Hapoalim BM
Israel
$833K -$44.5K -870 -5%
31 32
33
34 35