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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,445 hedge funds and large institutions have $80.7B invested in Bristol-Myers Squibb in 2015 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 485 increasing their positions, 610 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,445
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
38.97%
Holding in Top 10
80
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.9%
% of All Funds
2.16%
New
81
Increased
485
Reduced
610
Closed
69
Calls
$558M
Puts
$717M
Net Calls
-$159M
Net Calls Change
-$169M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.27B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$405M
3
JHIU
Janus Henderson Investors US
Colorado
+$245M
4
FAM
Fred Alger Management
New York
+$182M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$173M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$353M
2
Capital International Investors
Capital International Investors
California
-$220M
3
State Street
State Street
Massachusetts
-$172M
4
O
OppenheimerFunds
New York
-$146M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1151
Empirical Wealth Management
Washington
$394K +$394K +5,919 New
NEPWA
1152
New England Private Wealth Advisors
Massachusetts
$392K +$33.2K +500 +9%
AF
1153
Allworth Financial
California
$388K – – –
BFPW
1154
BOK Financial Private Wealth
Colorado
$387K – – –
FMWA
1155
Forvis Mazars Wealth Advisors
Missouri
$385K -$15.6K -234 -4%
CAM
1156
Congress Asset Management
Massachusetts
$384K +$399 +6 +0.1%
VC
1157
Vicus Capital
Pennsylvania
$384K +$665 +10 +0.2%
CS
1158
Cannell & Spears
New York
$383K -$120K -1,800 -24%
DPI
1159
Diversified Portfolios Inc
Michigan
$383K +$11.3K +180 +3%
PHAM
1160
Palisades Hudson Asset Management
Florida
$381K -$113K -1,701 -23%
OPTFSNA
1161
Old Point Trust & Financial Services N A
Virginia
$379K +$379K +5,686 New
CEP
1162
Chicago Equity Partners
Illinois
$378K -$536K -8,055 -59%
GIA
1163
GHP Investment Advisors
Colorado
$377K +$66 +1 +0%
VNA
1164
VNBTrust National Association
Virginia
$376K -$3.32K -50 -0.9%
TDC
1165
Thompson Davis & Co
Virginia
$373K -$1.87K -28 -0.5%
AFG
1166
Albion Financial Group
Utah
$372K +$5.52K +83 +2%
IIC
1167
Ironwood Investment Counsel
Arizona
$370K – – –
PCMK
1168
Paragon Capital Management (Kansas)
Kansas
$368K -$7.65K -115 -2%
BFG
1169
Beacon Financial Group
Texas
$367K -$43K -1,231 -10%
PAI
1170
Pittenger & Anderson Inc
Nebraska
$366K +$66.5K +1,000 +22%
BAM
1171
Bruderman Asset Management
New York
$365K +$13.9K +209 +4%
ECM
1172
Evergreen Capital Management
Washington
$362K -$20K -300 -5%
FCMC
1173
Founders Capital Management (Connecticut)
Connecticut
$360K +$1.33K +20 +0.4%
FA
1174
FCG Advisors
New Jersey
$359K -$807K -12,127 -69%
CTI
1175
Community Trust & Investment
Kentucky
$358K -$151K -2,270 -30%
45 46
47
48 49