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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 %
NERM
1176
New England Research & Management
Illinois
$526K -$692K -9,400 -57%
AF
1177
Allworth Financial
California
$525K – – –
IIM
1178
Ironwood Investment Management
Massachusetts
$523K -$5.52K -75 -1%
EA
1179
Elm Advisors
California
$523K – – –
WA
1180
Wealth Architects
California
$522K -$9.71K -132 -2%
PCA
1181
Private Capital Advisors
Connecticut
$522K – – –
ZB
1182
Zions Bancorporation
Utah
$522K +$14K +187 +3%
SFA
1183
Sequoia Financial Advisors
Ohio
$521K +$16.6K +225 +3%
PGA
1184
Portland Global Advisors
Maine
$520K – – –
PCM
1185
Prelude Capital Management
New York
$519K +$132K +1,794 +34%
HI
1186
HBK Investments
Texas
$519K +$519K +7,056 New
BCP
1187
Berkeley Capital Partners
Georgia
$517K +$6.62K +90 +1%
CIM
1188
CIM Investment Management
Pennsylvania
$516K -$22K -300 -4%
MCM
1189
Maple Capital Management
Vermont
$515K -$1.1K -15 -0.2%
AFP
1190
Ausdal Financial Partners
Iowa
$511K +$10K +136 +2%
SCM
1191
Southport Capital Management
Tennessee
$509K – – –
AAC
1192
Asset Advisors Corp
Georgia
$506K – – –
FHB
1193
First Hawaiian Bank
Hawaii
$505K +$6.11K +83 +1%
RIA
1194
Regal Investment Advisors
Michigan
$504K -$10.2K -139 -2%
TAM
1195
Taurus Asset Management
New York
$504K – – –
PFM
1196
Parsec Financial Management
North Carolina
$502K -$58.8K -800 -10%
UBV
1197
United Bank (Virginia)
Virginia
$501K – – –
DLHL
1198
Donald L. Hagan LLC
Florida
$501K – – –
Lido Advisors
1199
Lido Advisors
California
$495K +$495K +6,729 New
SCA
1200
STALEY CAPITAL ADVISERS
Pennsylvania
$492K +$1.18K +16 +0.2%
46 47
48
49 50