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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 %
SWM
1226
Segment Wealth Management
Texas
$458K +$68.1K +925 +17%
MFW
1227
Mosaic Family Wealth
Missouri
$455K -$930K -12,644 -67%
TCM
1228
Telos Capital Management
California
$453K -$22.1K -300 -5%
AW
1229
Alpha Windward
Massachusetts
$453K +$56.6K +770 +14%
SRIM
1230
Saratoga Research & Investment Management
California
$452K – – –
HC
1231
Hourglass Capital
Texas
$452K – – –
BRM
1232
Boston Research & Management
Massachusetts
$450K – – –
CPS
1233
Counsel Portfolio Services
Ontario, Canada
$449K +$81K +1,100 +22%
TCM
1234
Traynor Capital Management
Pennsylvania
$447K +$295 +4 +0.1%
VC
1235
Vicus Capital
Pennsylvania
$443K +$30.8K +419 +7%
HCMT
1236
Highland Capital Management (Texas)
Texas
$441K -$5.64M -76,670 -93%
LCM
1237
Liberty Capital Management
Michigan
$441K -$130K -1,775 -23%
BWM
1238
Braver Wealth Management
Massachusetts
$441K -$98K -1,333 -18%
BAM
1239
Berkshire Asset Management
Pennsylvania
$441K -$441 -6 -0.1%
MIH
1240
Madison Investment Holdings
Wisconsin
$439K -$36.8K -500 -8%
SFG
1241
SNS Financial Group
Minnesota
$439K +$34.3K +467 +8%
CGL
1242
Clarius Group LLC
Washington
$438K +$184K +2,500 +72%
OPTFSNA
1243
Old Point Trust & Financial Services N A
Virginia
$437K +$18.4K +250 +4%
DPI
1244
Diversified Portfolios Inc
Michigan
$436K -$7.35K -100 -2%
WIC
1245
Wilkins Investment Counsel
Massachusetts
$432K +$3.68K +50 +0.9%
JWA
1246
JFS Wealth Advisors
Pennsylvania
$431K -$2.28K -31 -0.5%
CG
1247
Colony Group
Massachusetts
$431K +$95K +1,290 +28%
MMPW
1248
Mitchell McLeod Pugh & Williams
Alabama
$430K +$14.7K +200 +4%
AP
1249
AHL Partners
United Kingdom
$429K +$158K +2,149 +58%
AAM
1250
Azzad Asset Management
Virginia
$429K +$429K +5,830 New
48 49
50
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