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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 %
VIA
1076
Vident Investment Advisory
Georgia
$730K -$3.26M -44,306 -82%
BHIA
1077
Birch Hill Investment Advisors
Massachusetts
$729K +$7.36K +100 +1%
TL
1078
Tirschwell & Loewy
New York
$728K – – –
CPA
1079
Cowen Prime Advisors
New York
$728K +$80.9K +1,100 +13%
WRHAM
1080
W.R. Huff Asset Management
Florida
$727K – – –
GWI
1081
Grace & White Inc
New York
$724K -$221K -3,000 -23%
PFBT
1082
Parkside Financial Bank & Trust
Missouri
$722K +$25.5K +347 +4%
SMC
1083
Smith, Moore & Co
Missouri
$722K +$69.9K +951 +11%
PI
1084
PineBridge Investments
New York
$714K +$251K +3,405 +54%
PFS
1085
Physicians Financial Services
North Carolina
$713K – – –
FMWA
1086
Forvis Mazars Wealth Advisors
Missouri
$710K +$204K +2,779 +40%
NB
1087
Nicolet Bankshares
Wisconsin
$707K +$49K +667 +7%
TRIM
1088
Thompson Rubinstein Investment Management
Oregon
$706K – – –
AFWA
1089
Ancora Family Wealth Advisors
Ohio
$703K +$142K +1,937 +25%
HTHT
1090
Hemenway Trust Hemenway Trust
New Hampshire
$698K -$27.2K -370 -4%
WA1
1091
Wimmer Associates 1
California
$697K +$32K +435 +5%
SIM
1092
Sonora Investment Management
Arizona
$694K -$23.1K -314 -3%
RGNCM
1093
R.G. Niederhoffer Capital Management
New York
$691K +$691K +9,400 New
OC
1094
Oakworth Capital
Alabama
$687K – – –
NAMA
1095
Nikko Asset Management Americas
New York
$686K – – –
MIM
1096
Marco Investment Management
Georgia
$686K +$36.8K +500 +6%
DMC
1097
Drexel Morgan & Co
Pennsylvania
$684K – – –
FNBOMD
1098
First National Bank of Mount Dora
Florida
$684K +$57K +775 +9%
FRM
1099
Fox Run Management
Connecticut
$684K +$265K +3,600 +63%
BWP
1100
Baldwin Wealth Partners
Massachusetts
$682K -$1.91K -26 -0.3%
42 43
44
45 46