BMY icon

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 %
HR
1351
Howe & Rusling
New York
– -$421K -8,096 Closed
VHAM
1352
Van Hulzen Asset Management
California
– -$409K -7,879 Closed
QSS
1353
Quantitative Systematic Strategies
Florida
– -$399K -7,694 Closed
WIS
1354
Wright Investors Service
Connecticut
– -$380K -7,315 Closed
CCC
1355
Chelsea Counsel Company
California
– -$348K -6,704 Closed
QAM
1356
Quantres Asset Management
Cayman Islands
– -$327K -6,300 Closed
TAM
1357
Telluride Asset Management
Minnesota
– -$297K -5,715 Closed
GA
1358
Glenhill Advisors
New York
– -$297K -5,703 Closed
TAM
1359
Todd Asset Management
Kentucky
– -$276K -5,306 Closed
GIM
1360
Greylin Investment Management
Virginia
– -$268K -5,150 Closed
GHA
1361
GW Henssler & Associates
Georgia
– -$256K -4,934 Closed
AWA
1362
ARS Wealth Advisors
Florida
– -$248K -4,770 Closed
Carson Wealth (CWM LLC)
1363
Carson Wealth (CWM LLC)
Nebraska
– -$243K -4,673 Closed
SBWIC
1364
Schaper Benz & Wise Investment Counsel
Wisconsin
– -$235K -4,520 Closed
CIS
1365
Connors Investor Services
Pennsylvania
– -$233K -4,485 Closed
BA
1366
Bridgewater Associates
Connecticut
– -$230K -4,428 Closed
SFA
1367
Sequoia Financial Advisors
Ohio
– -$211K -4,069 Closed
PBT
1368
Pictet Bank & Trust
Bahamas
– -$208K -4,000 Closed
GBA
1369
Garrison Bradford & Associates
New York
– -$208K -4,000 Closed
HBWM
1370
Hollow Brook Wealth Management
New York
– -$208K -4,000 Closed
FMA
1371
FNY Managed Accounts
New York
– -$208K -4,000 Closed
CT
1372
Coastline Trust
Rhode Island
– -$208K -3,995 Closed
BONST
1373
Bank of Nova Scotia Trust
Ontario, Canada
– -$205K -3,955 Closed
MFIMFI
1374
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$204K -3,927 Closed
PHIMC
1375
Private Harbour Investment Management & Counsel
Ohio
– -$204K -3,925 Closed
52 53 54
55
56