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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 %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$35.7M -$3.9M -66,135 -10%
BL
152
BCWM LLC
Kansas
$35.4M -$2.31M -3,906 -6%
Axa
153
Axa
France
$34.3M -$733K -12,422 -2%
MSA
154
Mason Street Advisors
Wisconsin
$34.1M +$269K +4,552 +0.8%
KBC Group
155
KBC Group
Belgium
$34.1M +$24.7M +417,813 +262%
SIM
156
Sadoff Investment Management
Wisconsin
$33.9M +$478K +8,100 +1%
Public Sector Pension Investment Board (PSP Investments)
157
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.1M -$2.89M -49,000 -8%
SAM
158
Sentinel Asset Management
Vermont
$32.2M -$2.27M -38,500 -7%
TCM
159
Tekla Capital Management
Massachusetts
$31.6M – – –
CIS
160
Capital International Sarl
California
$31.4M -$1.84M -31,100 -6%
RFC
161
Regions Financial Corp
Alabama
$31M +$1.38M +23,456 +5%
ALA
162
Atherton Lane Advisers
California
$30.7M -$670K -11,352 -2%
TG
163
TCW Group
California
$29.1M -$20.4M -345,200 -41%
Commonwealth Equity Services
164
Commonwealth Equity Services
Massachusetts
$29M -$510K -8,647 -2%
RIG
165
RiverFront Investment Group
Virginia
$28.9M -$5.48M -92,854 -16%
FMI
166
Factory Mutual Insurance
Massachusetts
$28.5M +$2.95M +50,000 +12%
Jacobs Levy Equity Management
167
Jacobs Levy Equity Management
New Jersey
$28.3M -$38.7M -655,849 -58%
TRSOTSOK
168
Teachers Retirement System of the State of Kentucky
Kentucky
$28.2M +$177K +3,000 +0.6%
GIBU
169
Gulf International Bank (UK)
United Kingdom
$28M +$331K +5,600 +1%
National Pension Service
170
National Pension Service
South Korea
$27.8M -$2.38M -40,316 -8%
DCLA
171
Douglas C. Lane & Associates
New York
$27.5M -$226K -3,837 -0.8%
AG
172
Aperio Group
California
$27.2M +$2.15M +36,340 +9%
WB
173
WesBanco Bank
West Virginia
$26.9M -$1.83M -30,989 -6%
EAM
174
EverPoint Asset Management
Connecticut
$26.9M -$3.25M -55,000 -11%
Robeco Institutional Asset Management
175
Robeco Institutional Asset Management
Netherlands
$26.7M -$3.47M -58,844 -11%
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