BMY icon

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 %
MHIC
1126
Marble Harbor Investment Counsel
Massachusetts
$276K +$63K +1,300 +30%
NCM
1127
Noesis Capital Mangement
Florida
$275K +$58.1K +1,200 +27%
GWM
1128
Greenwich Wealth Management
Connecticut
$274K +$8.06K +166 +3%
WCM
1129
Weatherstone Capital Management
Colorado
$273K – – –
CC
1130
Cognios Capital
Kansas
$271K -$297K -6,133 -52%
PFM
1131
Parsec Financial Management
North Carolina
$271K – – –
TAM
1132
Trillium Asset Management
Massachusetts
$271K – – –
IH
1133
IFC Holdings
Florida
$271K +$39.2K +797 +17%
CWM
1134
Confluence Wealth Management
Oregon
$270K +$270K +5,569 New
MSU
1135
Maple Securities USA
New Jersey
$267K -$6.92M -142,564 -96%
NFG
1136
Nadler Financial Group
Illinois
$266K +$8.82K +182 +3%
VAM
1137
Visium Asset Management
New York
$266K +$73.6K +1,518 +38%
FAT
1138
First American Trust
California
$265K -$2.99M -61,508 -92%
ST
1139
Sabal Trust
Florida
$265K -$27.5K -569 -9%
PHAM
1140
Palisades Hudson Asset Management
Florida
$263K – – –
HCM
1141
Hollencrest Capital Management
California
$262K +$26K +537 +11%
WIC
1142
Wilkins Investment Counsel
Massachusetts
$261K – – –
IAM
1143
Impax Asset Management
New Hampshire
$261K +$261K +5,380 New
SWM
1144
Segment Wealth Management
Texas
$260K +$7.62K +157 +3%
CIC
1145
Chilton Investment Company
Connecticut
$259K -$24.3K -500 -9%
WOC
1146
West Oak Capital
California
$256K – – –
BSB
1147
Bangor Savings Bank
Maine
$255K +$255K +5,248 New
IAS
1148
IMA Advisory Services
Colorado
$254K – – –
BCM
1149
Buckhead Capital Management
Georgia
$253K – – –
FC
1150
Fayerweather Charles
$252K – – –
44 45
46
47 48