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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 %
HCM
1126
Hollencrest Capital Management
California
$277K +$256 +5 +0.1%
FA
1127
FCG Advisors
New Jersey
$276K -$615K -13,271 -69%
NEPWA
1128
New England Private Wealth Advisors
Massachusetts
$276K +$51.1K +1,000 +23%
WIC
1129
Wilkins Investment Counsel
Massachusetts
$275K – – –
SWM
1130
Segment Wealth Management
Texas
$274K -$512 -10 -0.2%
AF
1131
Allworth Financial
California
$272K -$39.3K -767 -13%
GGPS
1132
Gary Goldberg Planning Services
New York
$272K -$23.8K -465 -8%
WOC
1133
West Oak Capital
California
$270K – – –
IAS
1134
IMA Advisory Services
Colorado
$268K – – –
BCM
1135
Buckhead Capital Management
Georgia
$267K – – –
FC
1136
Fayerweather Charles
$266K – – –
AAM
1137
Augustine Asset Management
Florida
$265K – – –
JWA
1138
JFS Wealth Advisors
Pennsylvania
$264K – – –
CAM
1139
Congress Asset Management
Massachusetts
$263K -$61.4K -1,200 -19%
SCA
1140
STALEY CAPITAL ADVISERS
Pennsylvania
$263K – – –
SFA
1141
Sequoia Financial Advisors
Ohio
$263K +$263K +5,142 New
MSTVIM
1142
Messner & Smith Theme Value Investment Management
California
$262K – – –
WCM
1143
Weik Capital Management
Pennsylvania
$260K – – –
HR
1144
Howe & Rusling
New York
$260K +$260K +5,079 New
DAC
1145
Dividend Assets Capital
South Carolina
$258K -$35.8K -700 -12%
AAM
1146
Auxier Asset Management
Oregon
$258K – – –
KPCM
1147
Kings Point Capital Management
New York
$257K – – –
WCM
1148
Windsor Capital Management
Arizona
$256K -$69.6K -1,360 -21%
SWA
1149
SFMG Wealth Advisors
Texas
$256K +$6.92K +135 +3%
WF
1150
WealthTrust Fairport
Ohio
$256K +$221K +4,314 +628%
44 45
46
47 48