BMY icon

Bristol-Myers Squibb
BMY

Overview Fund Activity

1,763 hedge funds and large institutions have $62.7B invested in Bristol-Myers Squibb in 2018 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 555 increasing their positions, 747 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,763
Holders Change
+36
Holders Change %
+2.08%
% of All Funds
39.34%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.91%
New
208
Increased
555
Reduced
747
Closed
155
Calls
$1.13B
Puts
$1.14B
Net Calls
-$12.3M
Net Calls Change
-$94.7M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$500M
2
Millennium Management
Millennium Management
New York
+$254M
3
JIM
Jupiter Investment Management
United Kingdom
+$211M
4
CS
Credit Suisse
Switzerland
+$196M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$173M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$540M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$370M
3
Capital World Investors
Capital World Investors
California
-$358M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$331M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
1101
Evergreen Capital Management
Washington
$678K +$142K +2,736 +27%
IWM
1102
IHT Wealth Management
Illinois
$666K +$65.3K +1,257 +11%
WPA
1103
Winning Points Advisors
Florida
$664K -$3.46K -66 -0.5%
AP
1104
Appleton Partners
Massachusetts
$663K -$198K -3,811 -23%
MAM
1105
Morse Asset Management
Connecticut
$663K – – –
BJL
1106
Brighton Jones LLC
Washington
$659K +$57.6K +1,107 +10%
IC
1107
Inverness Counsel
New York
$653K -$39.5K -760 -6%
CFMC
1108
Curbstone Financial Management Corp
New Hampshire
$652K +$28.6K +550 +5%
AWM
1109
Altium Wealth Management
New York
$649K -$519 -10 -0.1%
NSAM
1110
North Star Asset Management
Wisconsin
$648K -$65K -1,250 -9%
PAS
1111
Partnervest Advisory Services
California
$648K +$42K +807 +7%
NWP
1112
Northstar Wealth Partners
Connecticut
$647K -$5.2K -100 -0.8%
ESB
1113
Essex Savings Bank
Connecticut
$647K +$647K +12,450 New
BFA
1114
Beaumont Financial Advisors
Massachusetts
$645K -$9.09K -175 -1%
CCMIC
1115
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$645K +$41.6K +800 +7%
PSG
1116
Planning Solutions Group
Maryland
$644K +$644K +12,383 New
GPA
1117
Garrison Point Advisors
California
$643K +$643K +12,377 New
AWM
1118
Altavista Wealth Management
North Carolina
$642K – – –
AIA
1119
Armor Investment Advisors
North Carolina
$639K – – –
DT
1120
Diversified Trust
Tennessee
$636K +$233K +4,476 +58%
AP
1121
Atwood & Palmer
Missouri
$634K – – –
NL
1122
NWAM LLC
Washington
$633K -$99.2K -1,908 -14%
OC
1123
Oakworth Capital
Alabama
$633K +$96.4K +1,856 +18%
LCM
1124
LVM Capital Management
Michigan
$631K -$67.6K -1,300 -10%
WT
1125
Washington Trust
Rhode Island
$630K -$287K -5,518 -31%
43 44
45
46 47