BMY icon

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 %
RWM
1026
Rench Wealth Management
Texas
$406K +$8.49K +166 +2%
WRM
1027
Weybosset Research & Management
Rhode Island
$406K +$406K +7,940 New
Acadian Asset Management
1028
Acadian Asset Management
Massachusetts
$404K -$285K -5,567 -41%
AB
1029
AT Bancorp
Iowa
$403K -$14.9K -292 -4%
WIC
1030
Woodmont Investment Counsel
Tennessee
$403K – – –
GF
1031
Gerstein Fisher
New York
$401K +$71K +1,388 +22%
MIM
1032
Marco Investment Management
Georgia
$400K +$46.4K +905 +13%
CPS
1033
Counsel Portfolio Services
Ontario, Canada
$399K – – –
NAM
1034
North American Management
Massachusetts
$399K – – –
AWM
1035
Altavista Wealth Management
North Carolina
$398K – – –
FMB
1036
Field & Main Bank
Kentucky
$394K -$2.56K -50 -0.6%
WG
1037
Welch Group
Alabama
$394K – – –
BRWM
1038
B. Riley Wealth Management
Tennessee
$392K +$27.3K +533 +7%
IH
1039
IFC Holdings
Florida
$391K +$110K +2,169 +39%
FIG
1040
Fusion Investment Group
Pennsylvania
$389K -$5.02K -98 -1%
CD
1041
Carl Domino
Florida
$388K -$196K -3,840 -34%
W
1042
Wealthfront
California
$388K +$268K +5,244 +224%
CS
1043
Cannell & Spears
New York
$387K -$332K -6,481 -46%
OSAM
1044
O'Shaughnessy Asset Management
Connecticut
$386K -$475K -9,288 -55%
OCM
1045
One Capital Management
California
$386K – – –
SRIM
1046
Saratoga Research & Investment Management
California
$381K – – –
PHAM
1047
Palisades Hudson Asset Management
Florida
$380K +$102K +2,000 +37%
WAM
1048
Winslow Asset Management
Ohio
$379K – – –
CCA
1049
Covey Capital Advisors
Georgia
$377K +$377K +7,373 New
MBT
1050
Monroe Bank & Trust
Michigan
$375K -$93.1K -1,820 -20%
40 41
42
43 44