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Bristol-Myers Squibb

1,600 hedge funds and large institutions have $69.4B invested in Bristol-Myers Squibb in 2016 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 563 increasing their positions, 633 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 203 | Existing positions closed: 102

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more capital invested

Capital invested by funds: $63.3B → $69.4B (+$6.1B)

5% more funds holding

Funds holding: 1,5211,600 (+79)

8% more call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.38B

0.16% more ownership

Funds ownership: 70.8%70.96% (+0.16%)

11% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 633

Holders
1,600
Holders Change
+79
Holders Change %
+5.19%
% of All Funds
40.01%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.48%
New
203
Increased
563
Reduced
633
Closed
102
Calls
$1.49B
Puts
$1.38B
Net Calls
+$115M
Net Calls Change
+$343M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
76
Dimensional Fund Advisors
Texas
$132M +$3.3M +60,301 +3%
William Blair Investment Management
77
William Blair Investment Management
Illinois
$126M -$32.9M -602,460 -22%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$117M -$31.7M -579,897 -22%
Citigroup
79
Citigroup
New York
$117M +$44.6M +816,401 +69%
CI Investments Inc
80
CI Investments Inc
Ontario, Canada
$111M -$2.24M -40,900 -2%
Franklin Resources
81
Franklin Resources
California
$110M +$18.5M +338,461 +22%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$110M -$141M -2,572,211 -58%
AT
83
AMF Tjänstepension
Sweden
$110M +$48.7M +891,213 +90%
FWIA
84
Fort Washington Investment Advisors
Ohio
$103M +$16.9M +309,642 +21%
Balyasny Asset Management
85
Balyasny Asset Management
Illinois
$100M +$17.5M +320,373 +23%
SOMRS
86
State of Michigan Retirement System
Michigan
$99.8M +$23.3M +425,364 +33%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$99.8M +$92.6M +1,694,282 New
CLM
88
ClearBridge LLC (Maryland)
Maryland
$98.9M -$16.9M -309,910 -15%
Lazard Asset Management
89
Lazard Asset Management
New York
$98.5M -$30.8M -562,716 -25%
State of New Jersey Common Pension Fund D
90
State of New Jersey Common Pension Fund D
New Jersey
$97.4M -$16.4M -300,000 -15%
PAMU
91
Pictet Asset Management (UK)
United Kingdom
$97.2M -$19.8M -362,237 -18%
SO
92
STRS Ohio
Ohio
$96.5M +$1.27M +23,237 +1%
M&T Bank
93
M&T Bank
New York
$96.2M +$4.12M +75,301 +5%
State of Tennessee, Department of Treasury
94
State of Tennessee, Department of Treasury
Tennessee
$93.5M -$4.11M -75,222 -4%
Credit Agricole
95
Credit Agricole
France
$92.7M -$1.02M -18,695 -1%
Korea Investment Corp
96
Korea Investment Corp
South Korea
$92.3M +$1.24M +22,672 +1%
Federated Hermes
97
Federated Hermes
Pennsylvania
$88M +$76.6M +1,401,125 +1,333%
NSLI
98
Nan Shan Life Insurance
Taiwan
$87.3M
O
99
OrbiMed
New York
$87.3M -$37.9M -693,900 -32%
H
100
Hexavest
Quebec, Canada
$86.1M +$43.2M +790,752 +116%