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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,573 hedge funds and large institutions have $90.9B invested in Bristol-Myers Squibb in 2016 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 576 increasing their positions, 640 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
+53
Holders Change %
+3.49%
% of All Funds
42.04%
Holding in Top 10
110
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+39.24%
% of All Funds
2.94%
New
114
Increased
576
Reduced
640
Closed
43
Calls
$785M
Puts
$647M
Net Calls
+$138M
Net Calls Change
-$29.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$515M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$413M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$264M
4
SGA
Sustainable Growth Advisers
Connecticut
+$98.1M
5
WA
WestEnd Advisors
North Carolina
+$95M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.88B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$538M
3
Franklin Resources
Franklin Resources
California
-$392M
4
BA
BlackRock Advisors
Delaware
-$218M
5
Ameriprise
Ameriprise
Minnesota
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1051
Schnieders Capital Management
California
$776K +$9.19K +125 +1%
NCM
1052
Neumann Capital Management
California
$775K – – –
PAIA
1053
Park Avenue Institutional Advisers
New York
$774K +$1.32K +18 +0.2%
WIC
1054
Whitegate Investment Counselors
New Hampshire
$774K +$774K +10,529 New
MCM
1055
McKinley Capital Management
Alaska
$773K +$200K +2,715 +35%
KFA
1056
Kelleher Financial Advisors
New York
$770K -$10.7K -146 -1%
VST
1057
Van Strum & Towne
California
$758K – – –
MIP
1058
Marietta Investment Partners
Wisconsin
$758K – – –
ECM
1059
EagleClaw Capital Management
Massachusetts
$757K -$22.1K -300 -3%
BA
1060
BKS Advisors
Michigan
$756K -$154K -2,100 -17%
Koshinski Asset Management
1061
Koshinski Asset Management
Illinois
$756K +$5.3K +72 +0.7%
RBC
1062
Ronald Blue & Co
Georgia
$753K -$111K -1,504 -13%
SHCM
1063
Stokes & Hubbell Capital Management
Louisiana
$753K +$70.1K +953 +10%
CAM
1064
Centre Asset Management
New York
$750K – – –
IC
1065
Intersect Capital
California
$747K +$11.5K +156 +2%
JIP
1066
Jaffetilchin Investment Partners
Florida
$745K +$745K +10,128 New
DBIA
1067
Dumont & Blake Investment Advisors
New Jersey
$744K -$11K -150 -1%
UBWV
1068
United Bank (West Virginia)
West Virginia
$743K +$73.6K +1,000 +11%
PAM
1069
Palisade Asset Management
Minnesota
$740K -$46K -625 -6%
MGIA
1070
Moneta Group Investment Advisors
Missouri
$738K +$66.2K +900 +10%
RMA
1071
Roffman Miller Associates
Pennsylvania
$736K -$6.91K -94 -0.9%
RJA
1072
Robshaw & Julian Associates
New York
$736K – – –
MG
1073
Markel Group
Virginia
$735K – – –
CAS
1074
Cue Advisory Services
Arizona
$734K -$5.51K -75 -0.7%
SLF
1075
Sun Life Financial
Ontario, Canada
$731K -$536K -7,283 -42%
41 42
43
44 45