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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,445 hedge funds and large institutions have $80.7B invested in Bristol-Myers Squibb in 2015 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 485 increasing their positions, 610 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,445
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
38.97%
Holding in Top 10
80
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.9%
% of All Funds
2.16%
New
81
Increased
485
Reduced
610
Closed
69
Calls
$558M
Puts
$717M
Net Calls
-$159M
Net Calls Change
-$169M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.27B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$405M
3
JHIU
Janus Henderson Investors US
Colorado
+$245M
4
FAM
Fred Alger Management
New York
+$182M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$173M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$353M
2
Capital International Investors
Capital International Investors
California
-$220M
3
State Street
State Street
Massachusetts
-$172M
4
O
OppenheimerFunds
New York
-$146M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
851
Wealthfront
California
$1.07M +$312K +4,684 +41%
CRIG
852
Charter Research & Investment Group
Connecticut
$1.06M – – –
CCMG
853
Clark Capital Management Group
Pennsylvania
$1.05M +$1.13K +17 +0.1%
TSW
854
Thompson Siegel & Walmsley
Virginia
$1.05M -$443K -6,650 -30%
BHBT
855
Burke & Herbert Bank & Trust
Virginia
$1.05M -$6.66K -100 -0.6%
EM
856
Excalibur Management
Massachusetts
$1.04M -$11.2K -168 -1%
BCM
857
Boltwood Capital Management
California
$1.04M -$11.7M -175,110 -92%
NME
858
Notis-McConarty Edward
$1.04M – – –
MHIM
859
MacNealy Hoover Investment Management
Ohio
$1.04M +$200 +3 +0%
WA
860
WBH Advisory
Maryland
$1.03M -$8.98K -135 -0.9%
AWA
861
AmeriServ Wealth Advisors
Pennsylvania
$1.03M +$1.6K +24 +0.2%
LOAMS
862
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.01M -$244K -3,675 -19%
LWCFA
863
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1M -$100K -1,508 -9%
RFA
864
Reilly Financial Advisors
California
$999K +$100K +1,503 +11%
ACM
865
Axel Capital Management
New York
$998K – – –
CCM
866
Cohen Capital Management
California
$998K – – –
NPIT
867
National Penn Investors Trust
Pennsylvania
$997K -$55.4K -832 -5%
IB
868
Intrust Bank
Kansas
$996K +$97K +1,459 +11%
CCA
869
Checchi Capital Advisers
California
$992K -$39.1K -588 -4%
SCA
870
Sippican Capital Advisors
Massachusetts
$990K -$399 -6 -0%
SCM
871
Schnieders Capital Management
California
$980K +$38.3K +575 +4%
CCM
872
Carderock Capital Management
Maryland
$975K – – –
MA
873
Montag & Associates
Georgia
$973K -$33.3K -500 -3%
FANJ
874
Financial Architects (New Jersey)
New Jersey
$968K -$30.7K -462 -3%
GD
875
Grandfield & Dodd
New York
$962K +$19.4K +291 +2%
33 34
35
36 37