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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 %
KCM
1176
Kornitzer Capital Management
Kansas
$229K +$1.21K +25 +0.5%
GC
1177
Garde Capital
Washington
$227K +$227K +4,685 New
LKIM
1178
Lawson Kroeker Investment Management
Nebraska
$226K – – –
CAG
1179
Crestwood Advisors Group
Massachusetts
$226K +$226K +4,667 New
CAM
1180
Chesapeake Asset Management
New York
$225K -$9.7K -200 -4%
CC
1181
Cadinha & Co
Hawaii
$225K – – –
DP
1182
Dearborn Partners
Illinois
$224K -$12.4K -255 -5%
AWP
1183
Ascent Wealth Partners
New York
$223K – – –
SSWM
1184
Sheets Smith Wealth Management
North Carolina
$221K -$1.93M -39,725 -90%
CFSG
1185
Community Financial Services Group
Vermont
$221K – – –
MHS
1186
M Holdings Securities
Oregon
$221K +$221K +4,546 New
SCM
1187
Stevens Capital Management
Pennsylvania
$219K -$3.85M -79,275 -95%
PAI
1188
Pittenger & Anderson Inc
Nebraska
$218K – – –
OC
1189
Oarsman Capital
Wisconsin
$215K – – –
Verition Fund Management
1190
Verition Fund Management
Connecticut
$215K +$215K +4,422 New
FCE
1191
Fiera Capital (Europe)
Cayman Islands
$214K +$29.2K +605 +16%
MPAM
1192
Murphy Pohlad Asset Management
Minnesota
$213K -$17.9K -370 -8%
NEPWA
1193
New England Private Wealth Advisors
Massachusetts
$213K – – –
NA
1194
Nottingham Advisors
New York
$213K – – –
TC
1195
Telemus Capital
Michigan
$212K – – –
SL
1196
Summitry LLC
California
$209K -$9.72K -200 -4%
SAM
1197
Shikiar Asset Management
New York
$209K – – –
SJL
1198
Shayne & Jacobs LLC
Tennessee
$208K +$1.17K +24 +0.6%
FAM
1199
Formidable Asset Management
Ohio
$207K – – –
GIM
1200
Goelzer Investment Management
Indiana
$206K -$119K -2,450 -37%
46 47
48
49 50