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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,312 hedge funds and large institutions have $61.7B invested in Bristol-Myers Squibb in 2013 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 389 increasing their positions, 567 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,312
Holders Change
+125
Holders Change %
+10.53%
% of All Funds
38.11%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.89%
New
179
Increased
389
Reduced
567
Closed
39
Calls
$776M
Puts
$870M
Net Calls
-$94.3M
Net Calls Change
-$121M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$766M
2
Capital International Investors
Capital International Investors
California
+$454M
3
PHS
PFM Health Sciences
California
+$400M
4
Citadel Advisors
Citadel Advisors
Florida
+$328M
5
Ameriprise
Ameriprise
Minnesota
+$326M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$839M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$425M
3
AIG
American International Group
New York
-$293M
4
Renaissance Technologies
Renaissance Technologies
New York
-$228M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
851
Needelman Asset Management
California
$809K -$10.6K -200 -1%
MFIMFI
852
Mesirow Financial Investment Management - Fixed Income
Illinois
$809K – – –
JMFC
853
J.M. Forbes & Co
Massachusetts
$808K -$29.4K -553 -4%
IPRC
854
Indices-Pac Research Corporation
New Jersey
$806K +$77K +1,449 +11%
CCM
855
Carderock Capital Management
Maryland
$800K – – –
IB
856
Intrust Bank
Kansas
$797K -$51.4K -967 -6%
CCM
857
Cohen Capital Management
California
$797K – – –
HT
858
HighTower Trust
Texas
$796K -$13.6K -255 -2%
CHJWM
859
Carlton Hofferkamp & Jenks Wealth Management
Texas
$793K -$190K -3,574 -19%
MGIA
860
Moneta Group Investment Advisors
Missouri
$792K -$14.3K -270 -2%
EIM
861
Essex Investment Management
Massachusetts
$791K +$36.7K +690 +5%
BAS
862
Brown Advisory Securities
Maryland
$782K +$252K +4,723 +48%
BJL
863
Brighton Jones LLC
Washington
$777K +$103K +1,931 +15%
OSAM
864
O'Shaughnessy Asset Management
Connecticut
$777K +$757K +14,241 +3,788%
TCM
865
Twin Capital Management
Pennsylvania
$769K -$110K -2,070 -13%
SCM
866
Southport Capital Management
Tennessee
$769K +$463K +8,700 +151%
FC
867
FIC Capital
New York
$766K -$7.97K -150 -1%
DLCIG
868
D.L. Carlson Investment Group
New Hampshire
$763K -$46.5K -876 -6%
DBIA
869
Dumont & Blake Investment Advisors
New Jersey
$762K +$101K +1,890 +15%
FMC
870
First Merchants Corp
Indiana
$760K -$30.3K -571 -4%
CIA
871
CCM Investment Advisers
South Carolina
$755K -$150K -2,815 -17%
OSNBOA
872
Old Second National Bank of Aurora
Illinois
$750K – – –
BAC
873
Boys Arnold & Co
North Carolina
$744K +$33.2K +625 +5%
PL
874
Parthenon LLC
Kentucky
$743K – – –
MCM
875
McKinley Capital Management
Alaska
$742K +$53K +997 +8%
33 34
35
36 37