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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
BOH
576
Bank of Hawaii
Hawaii
$3.2M +$592K +10,824 +25%
SBH
577
Segall Bryant & Hamill
Illinois
$3.19M +$42.7K +781 +1%
HA
578
Hamel Associates
New Jersey
$3.19M -$52.2K -955 -2%
AMCA
579
Arthur M. Cohen & Associates
Illinois
$3.18M +$3.02M +55,254 New
LTI
580
Laffer Tengler Investments
Tennessee
$3.17M +$1.03M +18,880 +53%
JC
581
Jacobs & Co
California
$3.17M +$335K +6,134 +13%
BE
582
Bonness Enterprises
District of Columbia
$3.16M -$324K -5,920 -10%
KRSITF
583
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.16M +$2.02K +37 +0.1%
CA
584
Clearstead Advisors
Ohio
$3.16M +$2.95M +54,027 New
ST
585
Spinnaker Trust
Maine
$3.15M +$540K +9,880 +22%
CCM
586
Catawba Capital Management
Virginia
$3.15M -$18.6K -341 -0.6%
CSS
587
Cubist Systematic Strategies
Connecticut
$3.13M +$897K +16,416 +44%
AT
588
Argent Trust
Texas
$3.12M -$111K -2,031 -4%
RG
589
Rathbones Group
United Kingdom
$3.11M -$885K -16,190 -23%
BFIM
590
Beese Fulmer Investment Management
Ohio
$3.1M +$56K +1,024 +2%
TNBTD
591
Trustmark National Bank Trust Department
Mississippi
$3.09M -$101K -1,850 -3%
SFWA
592
Summit Financial Wealth Advisors
Louisiana
$3.09M -$54K -988 -2%
HK
593
Horizon Kinetics
New York
$3.07M -$204K -3,732 -7%
BFG
594
Beacon Financial Group
Texas
$3.07M +$811K +14,838 +19%
GCA
595
Greenwood Capital Associates
South Carolina
$3.06M +$18.2K +332 +0.6%
FFA
596
First Foundation Advisors
California
$3.05M +$1.04M +19,102 +58%
DG
597
Davidson & Garrard
Virginia
$3.03M -$132K -2,410 -4%
HWM
598
Holloway Wealth Management
Florida
$3.02M
BT
599
Beacon Trust
New Jersey
$2.99M -$3.95M -72,255 -59%
Mackenzie Financial
600
Mackenzie Financial
Ontario, Canada
$2.99M +$2.8M +51,143 New