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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 %
MIH
1151
Madison Investment Holdings
Wisconsin
$254K -$10.2K -200 -4%
EGA
1152
Eagle Global Advisors
Texas
$253K – – –
FMWA
1153
Forvis Mazars Wealth Advisors
Missouri
$252K +$154 +3 +0.1%
SSWM
1154
Sheets Smith Wealth Management
North Carolina
$252K +$19.2K +376 +8%
BSB
1155
Bangor Savings Bank
Maine
$251K -$17.9K -350 -7%
KCPG
1156
Kavar Capital Partners Group
Kansas
$251K -$307 -6 -0.1%
BIM
1157
Bridgecreek Investment Management
Oklahoma
$251K – – –
FAM
1158
Formidable Asset Management
Ohio
$251K +$4.57K +79 +2%
OPTFSNA
1159
Old Point Trust & Financial Services N A
Virginia
$249K -$6.15K -120 -2%
CTA
1160
Colonial Trust Advisors
South Carolina
$248K – – –
CAM
1161
Chesapeake Asset Management
New York
$248K +$10.2K +200 +4%
BCM
1162
Becker Capital Management
Oregon
$247K – – –
VCM
1163
Vigilant Capital Management
Maine
$247K – – –
KCM
1164
Kornitzer Capital Management
Kansas
$247K +$5.12K +100 +2%
ACA
1165
Anchor Capital Advisors
Massachusetts
$246K -$10.2K -200 -4%
PFM
1166
PacWest Financial Management
Arizona
$246K +$3.07K +60 +1%
EFSCE
1167
Enterprise Financial Services Corp (EFSC)
Missouri
$243K -$198K -3,874 -45%
GC
1168
Garde Capital
Washington
$239K -$1.13K -22 -0.5%
LKIM
1169
Lawson Kroeker Investment Management
Nebraska
$239K – – –
OCM
1170
Orleans Capital Management
Louisiana
$238K -$4.29M -83,819 -95%
CC
1171
Cadinha & Co
Hawaii
$238K – – –
SL
1172
Summitry LLC
California
$238K +$17.9K +349 +8%
DP
1173
Dearborn Partners
Illinois
$237K – – –
FHC
1174
First Houston Capital
Texas
$235K -$56.2K -1,100 -19%
AWP
1175
Ascent Wealth Partners
New York
$235K – – –
45 46
47
48 49