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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,409 hedge funds and large institutions have $75.1B invested in Bristol-Myers Squibb in 2014 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 437 increasing their positions, 572 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,409
Holders Change
+108
Holders Change %
+8.3%
% of All Funds
37.6%
Holding in Top 10
62
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+44.19%
% of All Funds
1.65%
New
172
Increased
437
Reduced
572
Closed
52
Calls
$663M
Puts
$1.07B
Net Calls
-$404M
Net Calls Change
-$469M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.65B
2
Brown Advisory
Brown Advisory
Maryland
$366M
3
Vanguard Group
Vanguard Group
Pennsylvania
$5.39B
4
JHIU
Janus Henderson Investors US
Colorado
$722M
5
O
OppenheimerFunds
New York
$390M

Top Sellers

1
IC
Institutional Capital
Illinois
$358M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.99B
3
HSBC Holdings
HSBC Holdings
United Kingdom
$194M
4
Invesco
Invesco
Georgia
$676M
5
Capital World Investors
Capital World Investors
California
$4.26B
Name Holding Trade Value Shares
Change 		Shares
Change %
IMS
1351
Index Management Solutions
Pennsylvania
$46K -$632K -10,737 -93%
AWM
1352
Avior Wealth Management
Nebraska
$46K – – –
AC
1353
Alexandria Capital
Virginia
$44K +$4.28K +72 +11%
CFS
1354
Commonwealth Financial Services
West Virginia
$44K +$44K +738 New
BBPWM
1355
Blue Bell Private Wealth Management
Pennsylvania
$42K – – –
SFPIA
1356
Stevens First Principles Investment Advisors
California
$41K – – –
AIM
1357
Acuity Investment Management
Ontario, Canada
$41K – – –
MWP
1358
MYCIO Wealth Partners
Pennsylvania
$39K -$96.7K -1,637 -71%
FPFS
1359
First Personal Financial Services
North Carolina
$37K +$37K +637 New
FI
1360
FCM Investments
Texas
$36K – – –
JIR
1361
James Investment Research
Ohio
$35K – – –
WCM
1362
Wealthcare Capital Management
Virginia
$35K – – –
PCM
1363
Prelude Capital Management
New York
$35K +$35K +600 New
RA
1364
Rational Advisors
New York
$34K +$34K +573 New
MFBTD
1365
MB Financial Bank - Trust Department
Illinois
$32K -$90.2K -1,550 -74%
HF
1366
Hoxton Financial
West Virginia
$32K – – –
MCM
1367
MV Capital Management
Maryland
$32K +$32K +548 New
Acadian Asset Management
1368
Acadian Asset Management
Massachusetts
$31K -$429K -7,356 -93%
TFO
1369
Tarbox Family Office
California
$31K – – –
WA
1370
Winfield Associates
Ohio
$30K – – –
DOA
1371
D'Orazio & Associates
Virginia
$30K – – –
FA
1372
Financial Advantage
Maryland
$27K – – –
FBT
1373
Founders Bank & Trust
Michigan
$24K – – –
RAM
1374
Riggs Asset Management
Pennsylvania
$24K – – –
GXMC
1375
Global X Management Company
New York
$24K +$5.49K +92 +30%
53 54
55
56 57