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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 %
AF
1176
Allworth Financial
California
$559K +$25.5K +400 +5%
FC
1177
FIC Capital
New York
$557K -$1.59K -25 -0.3%
CCM
1178
Carderock Capital Management
Maryland
$553K – – –
CRC
1179
Curi RMB Capital
Illinois
$550K +$83.1K +1,303 +18%
TA
1180
Tiedemann Advisors
New York
$549K -$1.5M -25,450 -73%
CSS
1181
Cubist Systematic Strategies
Connecticut
$545K -$3.06M -48,010 -85%
BW
1182
Bison Wealth
Georgia
$534K -$114K -1,783 -18%
BOS
1183
Bingham Osborn & Scarborough
California
$534K +$9.31K +146 +2%
AIA
1184
Allegis Investment Advisors
Idaho
$534K +$66.6K +1,046 +14%
CBT
1185
Capital Bank & Trust
California
$532K +$29.3K +460 +6%
MPWT
1186
MassMutual Private Wealth & Trust
Connecticut
$531K -$47.3K -742 -8%
NSCM
1187
New South Capital Management
Tennessee
$530K – – –
GI
1188
Gradient Investments
Minnesota
$530K +$3.64K +57 +0.7%
IWM
1189
IHT Wealth Management
Illinois
$530K +$108K +1,685 +26%
AHB
1190
Abner Herrman & Brock
New Jersey
$529K +$73.6K +1,155 +16%
CAM
1191
Congress Asset Management
Massachusetts
$524K -$19.5K -306 -4%
DT
1192
Diversified Trust
Tennessee
$524K +$28.9K +454 +6%
SCM
1193
Sterneck Capital Management
Missouri
$521K – – –
SSWM
1194
Smith Salley Wealth Management
North Carolina
$520K +$216K +3,382 +71%
AIM
1195
Anchor Investment Management
South Carolina
$518K – – –
AB
1196
AT Bancorp
Iowa
$518K -$515K -8,078 -50%
BRM
1197
Boston Research & Management
Massachusetts
$518K – – –
GC
1198
Grimes & Company
Massachusetts
$517K +$319 +5 +0.1%
PCA
1199
Peddock Capital Advisors
Massachusetts
$516K – – –
RMA
1200
Roffman Miller Associates
Pennsylvania
$513K -$38.3K -601 -7%
46 47
48
49 50