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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 %
LC
976
Lourd Capital
California
$487K +$2.38K +49 +0.5%
TC
977
Taylor Cottrill
New Hampshire
$486K – – –
CP
978
Coho Partners
Pennsylvania
$485K – – –
RJA
979
Robshaw & Julian Associates
New York
$485K – – –
UMA
980
USA Mutuals Advisors
Texas
$485K – – –
MBE
981
Michael B. Elefante
$484K -$1.21K -25 -0.2%
PAM
982
Palisade Asset Management
Minnesota
$484K – – –
CAI
983
Capital Advisors Inc
Oklahoma
$474K – – –
BAM
984
Barrett Asset Management
New York
$474K -$1.65M -34,025 -78%
RCAG
985
Rehmann Capital Advisory Group
Michigan
$472K +$93.9K +1,936 +25%
BOS
986
Bingham Osborn & Scarborough
California
$469K -$23K -475 -5%
BIM
987
Bridges Investment Management
Nebraska
$468K +$26.8K +553 +6%
FDS
988
First Dallas Securities
Texas
$466K -$24.2K -500 -5%
TRIM
989
Thompson Rubinstein Investment Management
Oregon
$466K – – –
T
990
Thomaspartners
Massachusetts
$466K +$10.4K +213 +2%
ST
991
Spinnaker Trust
Maine
$465K -$48.6K -1,000 -9%
FNBOMD
992
First National Bank of Mount Dora
Florida
$464K -$2.91K -60 -0.6%
RC
993
Roundview Capital
New Jersey
$461K +$11.9K +246 +3%
Mariner
994
Mariner
Kansas
$460K +$94.8K +1,953 +26%
HW
995
Hancock Whitney
Mississippi
$458K -$4.85K -100 -1%
MCM
996
McKinley Capital Management
Alaska
$456K -$146K -3,005 -24%
GLI
997
Guardian Life Insurance
New York
$452K +$2.71K +56 +0.6%
OAM
998
Occidental Asset Management
California
$451K – – –
GCA
999
Guardian Capital Advisors
Ontario, Canada
$450K – – –
LA
1000
Lau Associates
Delaware
$450K – – –
38 39
40
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