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Bristol-Myers Squibb
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Overview Fund Activity

1,450 hedge funds and large institutions have $75.8B invested in Bristol-Myers Squibb in 2015 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 510 increasing their positions, 581 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
+5
Holders Change %
+0.35%
% of All Funds
40.53%
Holding in Top 10
72
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10%
% of All Funds
2.01%
New
82
Increased
510
Reduced
581
Closed
64
Calls
$755M
Puts
$760M
Net Calls
-$5.59M
Net Calls Change
+$154M

Top Buyers

1
ACM
Americafirst Capital Management
California
+$585M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$546M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$499M
4
Bank of America
Bank of America
North Carolina
+$496M
5
JHIU
Janus Henderson Investors US
Colorado
+$255M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$727M
2
Capital World Investors
Capital World Investors
California
-$450M
3
Jennison Associates
Jennison Associates
New York
-$248M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$247M
5
CS
Credit Suisse
Switzerland
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLI
1001
Guardian Life Insurance
New York
$577K +$145K +2,447 +34%
BDF
1002
Balasa Dinverno & Foltz
$576K -$473 -8 -0.1%
FMC
1003
First Merchants Corp
Indiana
$575K -$19K -320 -3%
TI
1004
Trexquant Investment
Connecticut
$574K +$574K +9,700 New
CCM
1005
Coldstream Capital Management
Washington
$571K +$185K +3,128 +48%
TC
1006
Taylor Cottrill
New Hampshire
$570K – – –
WF
1007
WealthTrust Fairport
Ohio
$569K +$20.3K +343 +4%
TRIM
1008
Thompson Rubinstein Investment Management
Oregon
$568K – – –
RCAG
1009
Rehmann Capital Advisory Group
Michigan
$557K -$18.1K -306 -3%
EWA
1010
Exencial Wealth Advisors
Oklahoma
$555K – – –
NAMA
1011
Nikko Asset Management Americas
New York
$554K – – –
MA
1012
MCF Advisors
Kentucky
$552K +$1.84K +31 +0.3%
DMC
1013
Drexel Morgan & Co
Pennsylvania
$550K – – –
LCP
1014
Legacy Capital Partners
Wisconsin
$548K -$59.2K -1,000 -10%
WKWM
1015
Walter & Keenan Wealth Management
Indiana
$548K – – –
BCM
1016
Brookstone Capital Management
Illinois
$547K -$47.7K -806 -8%
SIM
1017
Sonora Investment Management
Arizona
$545K +$545K +9,511 New
BRWM
1018
B. Riley Wealth Management
Tennessee
$544K +$58.1K +982 +12%
T
1019
Thomaspartners
Massachusetts
$543K -$28.5K -482 -5%
KWMG
1020
King Wealth Management Group
Florida
$541K +$1.48K +25 +0.3%
BOS
1021
Bingham Osborn & Scarborough
California
$540K +$17.1K +289 +3%
BHTS
1022
Bar Harbor Trust Services
Maine
$539K – – –
LA
1023
Lau Associates
Delaware
$538K – – –
CAG
1024
Crestwood Advisors Group
Massachusetts
$538K +$74.1K +1,252 +16%
SC
1025
Savant Capital
Illinois
$537K -$33.9K -573 -6%
39 40
41
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