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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 %
GI
1226
Gradient Investments
Minnesota
$90K – – –
LWM
1227
LBA Wealth Management
Florida
$87K – – –
RIA
1228
Regal Investment Advisors
Michigan
$84K -$20.5K -400 -20%
WA
1229
WealthTrust-Arizona
Arizona
$84K – – –
ZTNA
1230
Zions Trust National Association
Utah
$84K – – –
NCM
1231
Nelson Capital Management
California
$81K +$40.8K +793 +102%
PCTC
1232
Perkins Coie Trust Company
Washington
$75K – – –
PMFA
1233
Plante Moran Financial Advisors
Michigan
$72K -$55K -1,076 -43%
ACS
1234
Archford Capital Strategies
Illinois
$71K – – –
FNBSF
1235
First National Bank Sioux Falls
South Dakota
$71K – – –
PIA
1236
Piedmont Investment Advisors
North Carolina
$70K -$1.95K -38 -3%
PI
1237
Panthera Investment
Germany
$68K -$529K -10,322 -89%
AA
1238
AlphaMark Advisors
Kentucky
$64K – – –
OFS
1239
Orrstown Financial Services
Pennsylvania
$61K – – –
BAM
1240
Brave Asset Management
New Jersey
$61K – – –
SCA
1241
Strategic Capital Alternatives
United States
$60K +$60K +1,163 New
CAW
1242
Cornerstone Advisors (Washington)
Washington
$56K -$1.99K -39 -3%
JFA
1243
JNBA Financial Advisors
Minnesota
$55K +$20K +390 +57%
RFA
1244
Reilly Financial Advisors
California
$54K +$15.4K +302 +40%
JT
1245
Jump Trading
Illinois
$52K -$54.9K -1,080 -51%
FNYS
1246
First New York Securities
New York
$51.2K -$2.46M -48,000 -98%
HRIA
1247
Haberer Registered Investment Advisor
Ohio
$51K -$5.1K -100 -9%
LOCC
1248
Lombard Odier & Cie (Canada)
Quebec, Canada
$51K – – –
OCM
1249
Orrell Capital Management
California
$51K +$51K +1,000 New
LWA
1250
Lenox Wealth Advisors
New York
$51K +$51K +1,000 New
48 49
50
51 52