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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 %
FIM
901
Freedom Investment Management
Connecticut
$885K +$252K +3,790 +40%
CAM
902
Centre Asset Management
New York
$883K -$242K -3,630 -21%
SSG
903
Summit Securities Group
New York
$878K +$692K +10,400 +371%
MAM
904
Mastrapasqua Asset Management
Tennessee
$878K +$878K +13,190 New
CFA
905
Carroll Financial Associates
North Carolina
$871K +$402K +6,050 +86%
FB
906
Fulton Bank
Pennsylvania
$867K -$998 -15 -0.1%
VFS
907
VSR Financial Services
Kansas
$864K -$20.1K -302 -2%
ITIM
908
Indiana Trust & Investment Management
Indiana
$862K – – –
SCM
909
Stonebridge Capital Management
California
$858K – – –
SIG
910
Schooner Investment Group
Pennsylvania
$846K +$338K +5,000 +67%
BA
911
BKS Advisors
Michigan
$844K +$123K +1,850 +17%
SRC
912
Shufro Rose & Co
New York
$841K – – –
MFW
913
Meristem Family Wealth
Minnesota
$838K – – –
DW
914
Domani Wealth
Pennsylvania
$836K +$782K +11,760 +1,450%
HA
915
Halsey Associates
Connecticut
$829K -$1.02M -15,320 -55%
PFS
916
Prospera Financial Services
Texas
$827K +$13.2K +210 +2%
HT
917
HighTower Trust
Texas
$826K -$93.2K -1,400 -10%
PBT
918
Pictet Bank & Trust
Bahamas
$825K +$559K +8,400 +210%
MSFP
919
Mark Sheptoff Financial Planning
Connecticut
$820K +$44.1K +662 +6%
ARMT
920
Amica Retiree Medical Trust
Rhode Island
$816K – – –
IC
921
Intersect Capital
California
$813K -$17K -256 -2%
RC
922
RegentAtlantic Capital
New Jersey
$811K +$17K +255 +2%
BIM
923
Bridges Investment Management
Nebraska
$809K +$26.6K +400 +3%
SFSIG
924
San Francisco Sentry Investment Group
California
$805K +$7.85K +118 +1%
TIA
925
Tiemann Investment Advisors
California
$802K +$20K +300 +3%
35 36
37
38 39