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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 %
HBT
1201
Hills Bank & Trust
Iowa
$206K – – –
MIU
1202
Man Investments (UK)
United Kingdom
$204K +$204K +4,210 New
IWC
1203
Integrated Wealth Counsel
California
$201K – – –
LC
1204
Lilley & Co
Michigan
$200K – – –
WAM
1205
Weatherly Asset Management
California
$200K +$200K +4,131 New
ARMC
1206
American Research & Management Company
Massachusetts
$191K +$5.18K +107 +3%
Point72 Asset Management
1207
Point72 Asset Management
Connecticut
$189K +$189K +3,900 New
TCM
1208
TD Capital Management
Tennessee
$186K – – –
TIM
1209
Tortoise Investment Management
New York
$183K +$58.2K +1,200 +47%
GAM
1210
Gemmer Asset Management
California
$174K +$146 +3 +0.1%
CG
1211
Colony Group
Massachusetts
$150K -$11.4K -235 -7%
FCT
1212
Family Capital Trust
Massachusetts
$146K – – –
PIM
1213
Parasol Investment Management
Illinois
$146K +$146K +3,000 New
PAS
1214
Partnervest Advisory Services
California
$142K +$16.6K +342 +13%
SM
1215
Salzhauer Michael
$136K – – –
LOCB
1216
Lombard Odier & Cie (Bahamas)
Bahamas
$131K – – –
CLM
1217
ClearBridge LLC (Maryland)
Maryland
$131K +$131K +2,700 New
PSC
1218
Prentiss Smith & Co
Vermont
$128K – – –
PMFA
1219
Plante Moran Financial Advisors
Michigan
$121K +$30.4K +624 +34%
W
1220
Wealthfront
California
$113K -$37.8K -783 -25%
MWP
1221
MYCIO Wealth Partners
Pennsylvania
$111K +$680 +14 +0.6%
VIA
1222
Vantage Investment Advisors
Pennsylvania
$105K – – –
SAM
1223
Solaris Asset Management
New York
$103K -$3.64K -75 -3%
BCM
1224
Blume Capital Management
California
$102K – – –
JT
1225
Jump Trading
Illinois
$102K +$83.6K +1,723 +453%
47 48
49
50 51