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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 %
GIM
1076
Goelzer Investment Management
Indiana
$335K +$118K +2,300 +54%
MCM
1077
Marathon Capital Management
Maryland
$334K -$61.4K -1,200 -16%
SAM
1078
SignalPoint Asset Management
Missouri
$334K -$15.3K -299 -4%
CCM
1079
Coldstream Capital Management
Washington
$333K -$6.41K -125 -2%
ACM
1080
Apex Capital Management
Ohio
$328K -$51.3K -1,000 -14%
CC
1081
Capital Counsel
New York
$328K – – –
BCM
1082
Brookstone Capital Management
Illinois
$327K +$5.48K +107 +2%
CAL
1083
Capital Advisors Ltd
Ohio
$326K +$408 +8 +0.1%
KTC
1084
Kistler-Tiffany Companies
Pennsylvania
$324K +$512 +10 +0.2%
SAMC
1085
Shinko Asset Management Company
Japan
$321K -$15.4K -300 -5%
FAT
1086
First American Trust
California
$321K +$42K +821 +15%
BRM
1087
Boston Research & Management
Massachusetts
$320K – – –
Verition Fund Management
1088
Verition Fund Management
Connecticut
$319K +$92.6K +1,808 +41%
BHTS
1089
Bar Harbor Trust Services
Maine
$317K – – –
FCBT
1090
First Citizens Bank & Trust
North Carolina
$315K -$41.7K -813 -12%
TF
1091
Tompkins Financial
New York
$312K -$12.3K -240 -4%
LIC
1092
Lodestar Investment Counsel
Illinois
$310K – – –
B
1093
BancorpSouth
Mississippi
$309K -$7.01K -137 -2%
AFG
1094
Albion Financial Group
Utah
$308K – – –
MSFP
1095
Mark Sheptoff Financial Planning
Connecticut
$307K – – –
BCM
1096
Bluefin Capital Management
New York
$306K -$379K -7,403 -55%
KA
1097
Kovack Advisors
Florida
$304K -$9.41K -184 -3%
SFM
1098
Signature Financial Management
Virginia
$304K – – –
BFA
1099
Beaumont Financial Advisors
Massachusetts
$304K – – –
MHIC
1100
Marble Harbor Investment Counsel
Massachusetts
$303K +$11.5K +225 +4%
42 43
44
45 46