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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 %
PAM
926
Princeton Alpha Management
New Jersey
$566K +$258K +5,324 +84%
SCM
927
Schnieders Capital Management
California
$565K +$86.1K +1,775 +18%
PI
928
Panthera Investment
Germany
$565K +$565K +11,650 New
WAM
929
Wolverine Asset Management
Illinois
$564K +$298K +6,144 +112%
TNB
930
Thomasville National Bank
Georgia
$563K – – –
IIM
931
Ironwood Investment Management
Massachusetts
$563K – – –
CPSAC
932
Chas P. Smith & Associates (CPS)
Florida
$561K -$957K -19,743 -63%
NAMP
933
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$560K +$560K +11,545 New
PAM
934
Premier Asset Management
Illinois
$558K +$53.3K +1,100 +11%
BHIA
935
Birch Hill Investment Advisors
Massachusetts
$554K – – –
CD
936
Carl Domino
Florida
$554K +$141K +2,904 +34%
HCM
937
Highlander Capital Management
New Jersey
$552K +$48.5K +1,000 +10%
VST
938
Van Strum & Towne
California
$548K – – –
FDCC
939
Foster Dykema Cabot & Co
Massachusetts
$545K – – –
NSAM
940
North Star Asset Management
Wisconsin
$545K +$16.4K +338 +3%
AIC
941
Atlantic Investment Company
Georgia
$543K – – –
CIP
942
Cornerstone Investment Partners
Georgia
$543K – – –
HI
943
Hudock Inc
Pennsylvania
$543K +$5.87K +121 +1%
BDF
944
Balasa Dinverno & Foltz
$536K -$15K -310 -3%
FHB
945
First Hawaiian Bank
Hawaii
$536K +$10.6K +218 +2%
GP
946
Girard Partners
Pennsylvania
$533K +$88.6K +1,828 +20%
BSW
947
Buckingham Strategic Wealth
Missouri
$531K +$43.8K +903 +9%
CIA
948
CCM Investment Advisers
South Carolina
$526K -$24K -495 -4%
BP
949
Ballentine Partners
Massachusetts
$520K -$21.2K -441 -4%
ST
950
Stifel Trust
Missouri
$518K -$10.9K -225 -2%
36 37
38
39 40