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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 %
AIC
926
Atlantic Investment Company
Georgia
$587K -$543K -11,195 Closed
HCM
927
Highlander Capital Management
New Jersey
$582K – – –
KFA
928
Kelleher Financial Advisors
New York
$581K -$4.66K -80 -0.8%
HI
929
Hudock Inc
Pennsylvania
$578K +$5.01K +98 +0.9%
FDCC
930
Foster Dykema Cabot & Co
Massachusetts
$575K – – –
BWAM
931
Boyd Watterson Asset Management
Ohio
$574K -$133K -2,600 -19%
CIP
932
Cornerstone Investment Partners
Georgia
$573K – – –
HC
933
Hourglass Capital
Texas
$571K -$26.5K -517 -4%
NSAM
934
North Star Asset Management
Wisconsin
$565K -$9.47K -185 -2%
ST
935
Stifel Trust
Missouri
$562K +$15.4K +300 +3%
BP
936
Ballentine Partners
Massachusetts
$549K -$559 -11 -0.1%
MCM
937
MAI Capital Management
Ohio
$548K -$115K -2,250 -17%
Twin Tree Management
938
Twin Tree Management
Texas
$545K -$2.64M -51,485 -83%
H
939
Hexavest
Quebec, Canada
$544K – – –
NERM
940
New England Research & Management
Illinois
$543K -$82K -1,600 -13%
TL
941
Tirschwell & Loewy
New York
$543K – – –
MM
942
Meridian Management
Arkansas
$543K – – –
LCP
943
Legacy Capital Partners
Wisconsin
$540K – – –
BFG
944
Beacon Financial Group
Texas
$539K +$205K +4,297 +61%
PL
945
Parthenon LLC
Kentucky
$538K – – –
SWK
946
Stephen W. Kidder
$537K +$537K +10,500 New
PP
947
Prudential plc
United Kingdom
$532K – – –
T
948
Thomaspartners
Massachusetts
$528K +$37.3K +730 +8%
LC
949
Lourd Capital
California
$524K +$9.98K +195 +2%
WCM
950
Windward Capital Management
California
$523K -$871 -17 -0.2%
36 37
38
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