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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
PAM
501
Paradigm Asset Management
New York
$4.51M +$826K +15,100 +24%
HTC
502
Haverford Trust Company
Pennsylvania
$4.5M +$21.7K +397 +0.5%
SICM
503
Sustainable Insight Capital Management
New York
$4.49M +$4.2M +76,900 New
PTC
504
Private Trust Company
Ohio
$4.28M -$12.4K -226 -0.3%
WSTAM
505
Wilbanks Smith & Thomas Asset Management
Virginia
$4.27M +$2.09M +38,257 +110%
WS
506
Wedbush Securities
California
$4.25M -$905K -16,555 -19%
EFS
507
Essex Financial Services
Connecticut
$4.22M +$1.07M +19,529 +37%
AA
508
Apriem Advisors
California
$4.22M +$182K +3,334 +5%
SNT
509
Security National Trust
West Virginia
$4.22M -$42.8K -782 -1%
MC
510
Moors & Cabot
Massachusetts
$4.19M +$643K +11,765 +20%
RIL
511
Rothschild Investment LLC
Illinois
$4.18M -$76.5K -1,399 -2%
NLI
512
Nippon Life Insurance
Japan
$4.16M -$213K -3,901 -5%
SLI
513
Sumitomo Life Insurance
Japan
$4.12M +$85.7K +1,567 +2%
KPCM
514
Kings Point Capital Management
New York
$4.11M +$3.48M +63,683 +969%
RWA
515
Ropes Wealth Advisors
Massachusetts
$4.09M +$102K +1,857 +3%
CPIM
516
Columbia Partners Investment Management
Virginia
$4.08M -$1.7M -31,097 -31%
BB
517
Bell Bank
North Dakota
$4.06M -$1.29M -23,675 -25%
FNT
518
First National Trust
Pennsylvania
$4.02M -$321K -5,876 -8%
HP
519
Hikari Power
Japan
$4.01M +$1.59M +29,100 +73%
BCAM
520
Boston Common Asset Management
Massachusetts
$4M +$53.1K +971 +1%
ICOA
521
Investment Centers of America
North Dakota
$4M +$1.1M +20,116 +42%
SCA
522
Stonebridge Capital Advisors
Minnesota
$3.99M +$2.36M +43,100 +171%
HFM
523
Hartford Financial Management
Connecticut
$3.98M -$57.7K -1,056 -2%
BCM
524
Birmingham Capital Management
Alabama
$3.97M +$82K +1,500 +2%
BRWA
525
B. Riley Wealth Advisors
Florida
$3.97M -$229K -4,194 -6%