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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 %
ITIM
926
Indiana Trust & Investment Management
Indiana
$835K – – –
SCM
927
Stevens Capital Management
Pennsylvania
$833K +$833K +12,914 New
SCM
928
Stonebridge Capital Management
California
$831K -$19.3K -300 -2%
HEIP
929
Hudson Edge Investment Partners
New Jersey
$829K -$12.9K -200 -2%
BSW
930
Buckingham Strategic Wealth
Missouri
$819K +$67K +1,038 +9%
SRC
931
Shufro Rose & Co
New York
$815K – – –
RCAMU
932
Rothschild & Co Asset Management US
Connecticut
$813K – – –
MFW
933
Meristem Family Wealth
Minnesota
$812K – – –
PRHC
934
P.R. Herzig & Co
New York
$802K -$45.1K -699 -5%
IC
935
Intersect Capital
California
$795K +$155K +2,436 +24%
RCM
936
RNC Capital Management
California
$792K -$130K -2,019 -14%
ARMT
937
Amica Retiree Medical Trust
Rhode Island
$791K – – –
PFS
938
Prospera Financial Services
Texas
$789K +$106K +1,732 +15%
SAM
939
Symphony Asset Management
California
$784K -$315K -4,883 -29%
ATC
940
Argent Trust Co
Tennessee
$774K +$27K +418 +4%
SFSIG
941
San Francisco Sentry Investment Group
California
$773K -$31.6K -490 -4%
WCM
942
Windward Capital Management
California
$772K +$47.8K +741 +7%
RC
943
RegentAtlantic Capital
New Jersey
$770K -$17.7K -275 -2%
HCA
944
Harbour Capital Advisors
Virginia
$768K +$102K +1,575 +15%
AIM
945
Aspen Investment Management
Michigan
$766K – – –
BPC
946
Banque Pictet & Cie
Switzerland
$761K – – –
BIM
947
Bridges Investment Management
Nebraska
$758K -$45.1K -700 -6%
TIA
948
Tiemann Investment Advisors
California
$758K – – –
MSFP
949
Mark Sheptoff Financial Planning
Connecticut
$752K -$326K -5,046 -30%
BRA
950
Bender Robert & Associates
California
$750K +$68.1K +1,057 +10%
36 37
38
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