BMY icon

Bristol-Myers Squibb
BMY

Overview Fund Activity

1,518 hedge funds and large institutions have $63.3B invested in Bristol-Myers Squibb in 2016 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 663 increasing their positions, 547 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,518
Holders Change
-55
Holders Change %
-3.5%
% of All Funds
40.57%
Holding in Top 10
49
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-55.45%
% of All Funds
1.31%
New
109
Increased
663
Reduced
547
Closed
147
Calls
$1.15B
Puts
$1.38B
Net Calls
-$227M
Net Calls Change
-$366M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$367M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$324M
3
Morgan Stanley
Morgan Stanley
New York
+$309M
4
Capital World Investors
Capital World Investors
California
+$267M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$240M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.46B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$538M
3
Jennison Associates
Jennison Associates
New York
-$528M
4
Brown Advisory
Brown Advisory
Maryland
-$418M
5
Wells Fargo
Wells Fargo
California
-$361M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
676
Capstone Asset Management
Texas
$2.14M +$211K +3,920 +11%
HP
677
Hikari Power
Japan
$2.14M +$943K +17,500 +79%
CAM
678
Carret Asset Management
New York
$2.13M – – –
CC
679
Courier Capital
New York
$2.13M -$55.7K -1,033 -3%
HCM
680
Howland Capital Management
Massachusetts
$2.12M +$53.9K +1,000 +3%
FUBT
681
First United Bank & Trust
Maryland
$2.11M +$4.31K +80 +0.2%
CG
682
Clinton Group
New York
$2.1M +$2.1M +38,964 New
MIAN
683
Mariner Independent Advisor Network
Kansas
$2.1M +$2.1M +38,899 New
WIA
684
Westbourne Investment Advisors
Maryland
$2.09M +$632K +11,730 +43%
CIA
685
Covington Investment Advisors
Pennsylvania
$2.08M +$85.5K +1,585 +4%
GWM
686
Geneos Wealth Management
Colorado
$2.08M +$229K +4,246 +12%
FG
687
Fiduciary Group
Georgia
$2.07M -$191K -3,539 -8%
KIC
688
Keating Investment Counselors
Florida
$2.07M -$91.1K -1,690 -4%
ECM
689
Everence Capital Management
Indiana
$2.06M – – –
CC
690
ClearArc Capital
Ohio
$2.05M -$26.2K -486 -1%
Bank of Nova Scotia
691
Bank of Nova Scotia
Ontario, Canada
$2.04M +$25.7K +477 +1%
IAA
692
Ironsides Asset Advisors
North Carolina
$2.04M +$76.2K +1,414 +4%
SAM
693
Sawgrass Asset Management
Florida
$2.04M -$1.35K -25 -0.1%
CAL
694
Capital Analysts LLC
Pennsylvania
$2.03M +$335K +6,222 +20%
HIH
695
HRS Investment Holdings
New York
$2.02M +$809K +15,000 +67%
UR
696
USCA RIA
Texas
$2.02M +$1.01M +18,700 +100%
CSS
697
Cubist Systematic Strategies
Connecticut
$2M +$155K +2,867 +8%
CCP
698
Clarkston Capital Partners
Michigan
$2M +$135K +2,500 +7%
BSPF
699
British Steel Pension Fund
United Kingdom
$2M -$728K -13,500 -27%
GHA
700
Garcia Hamilton & Associates
Texas
$1.99M +$10.8K +201 +0.5%
26 27
28
29 30