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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,639 hedge funds and large institutions have $73.8B invested in Bristol-Myers Squibb in 2017 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 610 increasing their positions, 650 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,639
Holders Change
+48
Holders Change %
+3.02%
% of All Funds
40.92%
Holding in Top 10
58
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+31.82%
% of All Funds
1.45%
New
128
Increased
610
Reduced
650
Closed
65
Calls
$1.96B
Puts
$1.56B
Net Calls
+$396M
Net Calls Change
+$95.2M

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
+$336M
2
Jennison Associates
Jennison Associates
New York
+$238M
3
Invesco
Invesco
Georgia
+$232M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$199M
5
Parnassus Investments
Parnassus Investments
California
+$172M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$362M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$216M
3
Deutsche Bank
Deutsche Bank
Germany
-$176M
4
Renaissance Technologies
Renaissance Technologies
New York
-$168M
5
State Street
State Street
Massachusetts
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1101
Neumann Capital Management
California
$672K – – –
DW
1102
Domani Wealth
Pennsylvania
$672K – – –
MFW
1103
Mosaic Family Wealth
Missouri
$671K -$113K -1,782 -14%
SC
1104
Savant Capital
Illinois
$670K +$7.33K +115 +1%
SWM
1105
Segment Wealth Management
Texas
$669K +$234K +3,678 +54%
VFA
1106
Voya Financial Advisors
Connecticut
$665K -$480K -7,629 -42%
PK
1107
Pflug Koory
Nebraska
$664K -$9.56K -150 -1%
GAM
1108
Gould Asset Management
California
$663K -$6.38K -100 -1%
EWA
1109
Exencial Wealth Advisors
Oklahoma
$663K +$10.8K +170 +2%
AWA
1110
Arete Wealth Advisors
Illinois
$662K +$102K +1,597 +18%
JGGDR
1111
JGP Global Gestao de Recursos
Brazil
$659K +$659K +10,340 New
MIP
1112
Marietta Investment Partners
Wisconsin
$657K – – –
WOC
1113
West Oak Capital
California
$656K +$393K +6,165 +149%
SFM
1114
Signature Financial Management
Virginia
$655K +$164K +2,792 +34%
BSB
1115
Bangor Savings Bank
Maine
$654K +$117K +1,836 +22%
ECM
1116
EagleClaw Capital Management
Massachusetts
$653K – – –
TIA
1117
Tiemann Investment Advisors
California
$646K – – –
HCMT
1118
Highland Capital Management (Tennessee)
Tennessee
$644K +$145K +2,267 +29%
CBU
1119
CIBC Bank USA
Illinois
$642K +$89.3K +1,400 +16%
AB
1120
Atlas Brown
Kentucky
$642K +$115K +1,802 +22%
FTC
1121
Farmers Trust Company
Ohio
$639K +$57.3K +900 +10%
LCM
1122
Laurion Capital Management
New York
$637K -$3.06M -47,999 -83%
HM
1123
Harvest Management
New York
$637K -$159K -2,500 -20%
MG
1124
Markel Group
Virginia
$637K – – –
MAM
1125
Meeder Asset Management
Ohio
$635K +$397K +6,221 +167%
43 44
45
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