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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 %
1IA
851
1834 Investment Advisors
Wisconsin
$766K +$2.25K +44 +0.3%
BFEC
852
Benjamin F. Edwards & Company
Missouri
$765K +$235K +4,590 +44%
UBWV
853
United Bank (West Virginia)
West Virginia
$764K -$108K -2,116 -12%
Tudor Investment Corp
854
Tudor Investment Corp
Connecticut
$761K -$1.02M -19,843 -57%
WAM
855
Wolverine Asset Management
Illinois
$756K +$161K +3,140 +27%
Fiera Capital (Canada)
856
Fiera Capital (Canada)
Quebec, Canada
$753K -$33.4K -652 -4%
NAM
857
Needelman Asset Management
California
$750K – – –
CCM
858
Carderock Capital Management
Maryland
$750K – – –
MCM
859
Manchester Capital Management
Vermont
$749K +$614 +12 +0.1%
MA
860
Montag & Associates
Georgia
$749K +$211K +4,128 +39%
BOS
861
Bank of Stockton
California
$748K -$2.05K -40 -0.3%
WA
862
WFG Advisors
Texas
$747K +$12.4K +243 +2%
PAM
863
Princeton Alpha Management
New Jersey
$747K +$149K +2,918 +25%
MJP
864
Michael J. Puzo
$742K -$35.8K -700 -5%
First Eagle Investment Management
865
First Eagle Investment Management
New York
$742K – – –
RBC
866
Ronald Blue & Co
Georgia
$739K -$36.3K -709 -5%
FC
867
FIC Capital
New York
$738K +$10.2K +200 +1%
PWM
868
Perigon Wealth Management
California
$737K -$47.8K -935 -6%
NSIM
869
North Star Investment Management
Illinois
$735K – – –
HT
870
HighTower Trust
Texas
$735K – – –
FFC
871
First Financial Corp
Indiana
$727K +$43K +840 +6%
PSI
872
Pinnacle Summer Investments
Virginia
$724K -$24.8K -484 -3%
GD
873
Grandfield & Dodd
New York
$721K -$377K -7,358 -34%
VFAM
874
Valley Forge Asset Management
Pennsylvania
$709K -$7.94M -155,140 -92%
CCA
875
Checchi Capital Advisers
California
$709K +$189K +3,685 +36%
33 34
35
36 37