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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 %
MCM
1051
Marathon Capital Management
Maryland
$375K – – –
FIG
1052
Fusion Investment Group
Pennsylvania
$373K -$33.7K -696 -8%
WG
1053
Welch Group
Alabama
$373K – – –
CL
1054
Choreo LLC
Illinois
$372K -$43.7K -902 -11%
DGI
1055
Disciplined Growth Investors
Minnesota
$368K +$368K +7,595 New
GC
1056
Grimes & Company
Massachusetts
$367K +$6.15K +127 +2%
FMT
1057
First Mercantile Trust
Tennessee
$367K +$14.7K +302 +4%
OCM
1058
One Capital Management
California
$366K – – –
SC
1059
Savant Capital
Illinois
$365K +$33.5K +690 +10%
SRIM
1060
Saratoga Research & Investment Management
California
$361K – – –
WAM
1061
Winslow Asset Management
Ohio
$359K – – –
ACM
1062
Apex Capital Management
Ohio
$359K – – –
CCA
1063
Covey Capital Advisors
Georgia
$357K -$381K – –
PCA
1064
Peddock Capital Advisors
Massachusetts
$352K – – –
VNA
1065
VNBTrust National Association
Virginia
$351K -$48.4K -1,000 -12%
PIA
1066
Peachtree Investment Advisors
Georgia
$351K – – –
HCA
1067
Horan Capital Advisors
Ohio
$350K +$7.28K +150 +2%
KLWA
1068
Kelly Lawrence W & Associates
California
$349K – – –
EA
1069
Elm Advisors
California
$347K -$9.69K -200 -3%
S
1070
SignatureFD
Georgia
$346K -$83K -1,708 -19%
BRWM
1071
B. Riley Wealth Management
Tennessee
$345K +$51K +1,053 +17%
PCA
1072
Private Capital Advisors
Connecticut
$344K – – –
AW
1073
Alpha Windward
Massachusetts
$341K +$16.3K +337 +5%
WP
1074
WMS Partners
Maryland
$339K -$36.7K -757 -10%
EBSAM
1075
Eubel Brady & Suttman Asset Management
Ohio
$338K – – –
41 42
43
44 45