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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 %
PP
851
Paloma Partners
Connecticut
$741K +$741K +15,283 New
JC
852
Jacobs & Co
California
$740K +$118K +2,430 +19%
Envestnet Asset Management
853
Envestnet Asset Management
Illinois
$738K -$49.7K -1,023 -6%
MJP
854
Michael J. Puzo
$738K -$43.7K -900 -6%
NAMA
855
Nikko Asset Management Americas
New York
$736K -$206K -4,200 -22%
RBC
856
Ronald Blue & Co
Georgia
$734K +$80.4K +1,657 +12%
Alyeska Investment Group
857
Alyeska Investment Group
Illinois
$728K -$7.39M -152,362 -91%
CCM
858
Cohen Capital Management
California
$728K -$155K -3,195 -18%
CWP
859
Capital Wealth Planning
Florida
$728K – – –
AP
860
Atwood & Palmer
Missouri
$727K -$153K -3,157 -17%
1IA
861
1834 Investment Advisors
Wisconsin
$724K +$3.78K +78 +0.5%
BTNA
862
Bremer Trust National Association
Minnesota
$721K -$48.7K -1,004 -6%
JMFC
863
J.M. Forbes & Co
Massachusetts
$718K -$19.4K -400 -3%
BSWMG
864
Barrington Strategic Wealth Management Group
Illinois
$716K +$46.5K +958 +7%
PSI
865
Pinnacle Summer Investments
Virginia
$715K +$46.7K +955 +7%
BOS
866
Bank of Stockton
California
$711K -$102K -2,110 -13%
CCM
867
Carderock Capital Management
Maryland
$711K -$19.4K -400 -3%
NAM
868
Needelman Asset Management
California
$711K – – –
MGIA
869
Moneta Group Investment Advisors
Missouri
$710K +$4.85K +100 +0.7%
MCM
870
Manchester Capital Management
Vermont
$709K -$17.4K -358 -2%
First Eagle Investment Management
871
First Eagle Investment Management
New York
$703K -$98.4K -2,028 -12%
DBIA
872
Dumont & Blake Investment Advisors
New Jersey
$700K – – –
NSIM
873
North Star Investment Management
Illinois
$697K -$1.36M -28,112 -66%
HT
874
HighTower Trust
Texas
$697K -$29.1K -600 -4%
WA
875
WFG Advisors
Texas
$696K -$55.8K -1,150 -7%
33 34
35
36 37