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Bristol-Myers Squibb

1,601 hedge funds and large institutions have $69.4B invested in Bristol-Myers Squibb in 2016 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 563 increasing their positions, 634 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 203 | Existing positions closed: 102

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more capital invested

Capital invested by funds: $63.3B → $69.4B (+$6.1B)

5% more funds holding

Funds holding: 1,5221,601 (+79)

8% more call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.38B

0.16% more ownership

Funds ownership: 70.8%70.96% (+0.16%)

11% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 634

Holders
1,601
Holders Change
+79
Holders Change %
+5.19%
% of All Funds
40.02%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.48%
New
203
Increased
563
Reduced
634
Closed
102
Calls
$1.49B
Puts
$1.38B
Net Calls
+$115M
Net Calls Change
+$343M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
401
Whittier Trust
California
$7.48M -$537K -9,822 -7%
JIC
402
Johnson Investment Counsel
Ohio
$7.43M +$42.5K +778 +0.6%
LIC
403
Lodestar Investment Counsel
Illinois
$7.34M -$1.29M -23,538 -16%
SGH
404
Sivik Global Healthcare
Connecticut
$7.3M +$6.83M +125,000 New
SC
405
Scotia Capital
Ontario, Canada
$7.28M +$1.63M +29,808 +32%
Two Sigma Advisers
406
Two Sigma Advisers
New York
$7.27M -$56.1M -1,026,828 -89%
CIC
407
Cutler Investment Counsel
Oregon
$7.24M +$24K +439 +0.4%
BII
408
Bainco International Investors
Massachusetts
$7.22M +$6.75M +123,535 New
LMGAM
409
Liberty Mutual Group Asset Management
Massachusetts
$7.18M +$215K +3,940 +3%
RJT
410
Raymond James Trust
Florida
$7.17M -$500K -9,153 -7%
WTC
411
WhitTier Trust Company
Nevada
$7.17M +$634K +11,603 +10%
CCM
412
Crossvault Capital Management
Texas
$7.14M +$357K +6,535 +6%
AG
413
Advisor Group
Arizona
$7.13M -$363K -6,639 -5%
KRS
414
Kentucky Retirement Systems
Kentucky
$7.09M -$351K -6,429 -5%
GJIC
415
Gamble Jones Investment Counsel
California
$7.04M -$38.4K -702 -0.6%
NB
416
NBT Bank
New York
$7.03M +$170K +3,102 +3%
FCI
417
Financial Counselors Inc
Kansas
$7.01M +$6.56M +119,962 New
SSB
418
Sandy Spring Bank
Maryland
$7M +$65.3K +1,195 +1%
OPCM
419
Osborne Partners Capital Management
California
$6.87M -$137K -2,500 -2%
FSA
420
Franklin Street Advisors
North Carolina
$6.82M +$200K +3,666 +3%
LFM
421
Lumina Fund Management
New York
$6.78M +$6.34M +116,000 New
Handelsbanken Fonder
422
Handelsbanken Fonder
Sweden
$6.75M -$1.37M -25,000 -18%
TAM
423
Taurus Asset Management
New York
$6.71M -$243K -4,450 -4%
AIA
424
Avalon Investment & Advisory
Texas
$6.69M -$649K -11,864 -9%
JSP
425
Jackson Square Partners
California
$6.66M -$3.08M -56,409 -33%