BMY icon

Bristol-Myers Squibb
BMY

Overview Fund Activity

1,301 hedge funds and large institutions have $57.6B invested in Bristol-Myers Squibb in 2014 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 466 increasing their positions, 535 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,301
Holders Change
-26
Holders Change %
-1.96%
% of All Funds
37.42%
Holding in Top 10
37
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-35.09%
% of All Funds
1.06%
New
66
Increased
466
Reduced
535
Closed
84
Calls
$538M
Puts
$720M
Net Calls
-$181M
Net Calls Change
-$297M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.49B
2
Norges Bank
Norges Bank
Norway
+$585M
3
IC
Institutional Capital
Illinois
+$486M
4
WRF
Waddell & Reed Financial
Kansas
+$129M
5
BG
BlackRock Group
United Kingdom
+$109M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$603M
2
PHS
PFM Health Sciences
California
-$401M
3
Jennison Associates
Jennison Associates
New York
-$259M
4
TCIM
TIAA CREF Investment Management
New York
-$174M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAMU
826
Rothschild & Co Asset Management US
Connecticut
$810K +$355K +7,329 +78%
OCM
827
Osterweis Capital Management
California
$809K -$24.2K -498 -3%
BHBT
828
Burke & Herbert Bank & Trust
Virginia
$808K +$51K +1,050 +7%
ZIC
829
ZWJ Investment Counsel
Georgia
$805K +$185K +3,811 +30%
CWM
830
Cabot Wealth Management
Massachusetts
$802K +$69.9K +1,441 +10%
JFL
831
Jarislowsky, Fraser Ltd
Quebec, Canada
$801K +$14.6K +300 +2%
P
832
Pitcairn
Pennsylvania
$800K -$1.02K -21 -0.1%
BHA
833
Beech Hill Advisors
New York
$796K – – –
CCMG
834
Clark Capital Management Group
Pennsylvania
$782K -$14.5K -300 -2%
TSWM
835
Triangle Securities Wealth Management
North Carolina
$779K +$128K +2,645 +20%
MHIM
836
MacNealy Hoover Investment Management
Ohio
$778K -$14.6K -300 -2%
PP
837
Patten & Patten
Tennessee
$777K -$193K -3,974 -20%
UR
838
USCA RIA
Texas
$776K +$49 +1 +0%
HB
839
Homrich & Berg
Georgia
$775K -$343K -7,072 -31%
CBN
840
Cadence Bank NA
Texas
$770K +$65.7K +1,355 +9%
AIM
841
Aspen Investment Management
Michigan
$766K -$14.1K -290 -2%
VDI
842
Vaughan David Investments
Illinois
$765K +$155K +3,200 +25%
NME
843
Notis-McConarty Edward
$759K – – –
Harris Associates
844
Harris Associates
Illinois
$757K -$291K -6,000 -28%
BJL
845
Brighton Jones LLC
Washington
$750K -$8.49K -175 -1%
MMG
846
Monetary Management Group
Missouri
$747K -$169K -3,475 -18%
MWAC
847
Mariner Wealth Advisors (Cincinnati)
Ohio
$747K -$38.1K -786 -5%
VFS
848
VSR Financial Services
Kansas
$746K -$623K -12,844 -45%
Fiera Capital (Canada)
849
Fiera Capital (Canada)
Quebec, Canada
$745K +$96.7K +1,995 +15%
PWM
850
Perigon Wealth Management
California
$744K +$23.8K +490 +3%
32 33
34
35 36