BMY icon

Bristol-Myers Squibb
BMY

Overview Fund Activity

1,447 hedge funds and large institutions have $77.5B invested in Bristol-Myers Squibb in 2015 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 467 increasing their positions, 630 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,447
Holders Change
+38
Holders Change %
+2.7%
% of All Funds
38.6%
Holding in Top 10
77
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+24.19%
% of All Funds
2.05%
New
107
Increased
467
Reduced
630
Closed
51
Calls
$624M
Puts
$614M
Net Calls
+$9.45M
Net Calls Change
+$413M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$262M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
3
Citadel Advisors
Citadel Advisors
Florida
+$209M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$147M
5
AIM
abrdn Investment Management
United Kingdom
+$136M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$406M
2
IC
Institutional Capital
Illinois
-$358M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$282M
4
Morgan Stanley
Morgan Stanley
New York
-$229M
5
State Street
State Street
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
651
Smithfield Trust
Pennsylvania
$2.09M -$37.1K -575 -2%
Fisher Asset Management
652
Fisher Asset Management
Washington
$2.09M +$110K +1,702 +6%
CIC
653
Crawford Investment Counsel
Georgia
$2.08M +$238K +3,683 +13%
M
654
MOTCO
Texas
$2.07M -$308K -4,780 -13%
IHL
655
Investment House LLC
California
$2.06M – – –
ECAM
656
East Coast Asset Management
Massachusetts
$2.05M +$20.8K +322 +1%
MCM
657
Monarch Capital Management
Indiana
$2.05M – – –
WA
658
Wheatland Advisors
Pennsylvania
$2.05M +$3.23K +50 +0.2%
HC
659
Highmount Capital
New York
$2.04M -$31.9K -494 -2%
KS
660
Karpas Strategies
Connecticut
$2.04M – – –
AP
661
Advisor Partners
California
$2.04M -$581 -9 -0%
PL
662
Perpetual Ltd
Australia
$2.03M -$6.39M -99,014 -76%
MCM
663
Maryland Capital Management
Maryland
$2.01M +$37.3K +578 +2%
DWA
664
Douglass Winthrop Advisors
New York
$2.01M -$470K -7,280 -19%
SFI
665
SPC Financial Inc
Maryland
$1.99M -$29K -450 -1%
NEAM
666
New England Asset Management
Connecticut
$1.99M -$521K -8,080 -21%
ECM
667
Everence Capital Management
Indiana
$1.97M – – –
FAM
668
Fortaleza Asset Management
Illinois
$1.97M -$40.6K -630 -2%
RWA
669
Ropes Wealth Advisors
Massachusetts
$1.97M +$1.97M +30,538 New
IIM
670
Ipswich Investment Management
Massachusetts
$1.95M +$65 +1 +0%
CIM
671
CenturyLink Investment Management
Colorado
$1.93M -$51.7K -802 -3%
DPIM
672
Duff & Phelps Investment Management
Illinois
$1.93M -$99.3K -1,540 -5%
WPC
673
Waters Parkerson & Co
Louisiana
$1.92M -$19.4K -300 -1%
AI
674
Atria Investments
North Carolina
$1.92M +$54.4K +843 +3%
MRCM
675
M&R Capital Management
New Jersey
$1.92M -$69.5K -1,077 -3%
25 26
27
28 29