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 %
HCM
1226
Hollencrest Capital Management
California
$499K -$333K -6,403 -40%
TRIM
1227
Thompson Rubinstein Investment Management
Oregon
$499K – – –
QCG
1228
Quadrant Capital Group
Ohio
$494K -$28.6K -572 -5%
CM
1229
Caption Management
Oklahoma
$494K +$494K +9,500 New
PL
1230
Parthenon LLC
Kentucky
$489K – – –
EHC
1231
Everett Harris & Co
California
$489K – – –
AF
1232
Allworth Financial
California
$489K +$50.9K +981 +12%
ARMT
1233
Amica Retiree Medical Trust
Rhode Island
$489K +$76.8K +1,479 +19%
CHAM
1234
Clear Harbor Asset Management
Connecticut
$489K +$78K +1,500 +19%
SCA
1235
Snowden Capital Advisors
New York
$488K +$151K +2,898 +45%
CS
1236
Cannell & Spears
New York
$485K – – –
SPI
1237
Santori & Peters Inc
Pennsylvania
$484K +$484K +9,326 New
DMC
1238
Drexel Morgan & Co
Pennsylvania
$483K – – –
DI
1239
DAGCO Inc
Ohio
$483K +$483K +9,289 New
FWP
1240
FAS Wealth Partners
Kansas
$482K -$28.2K -542 -6%
WIC
1241
Whitegate Investment Counselors
New Hampshire
$482K +$104 +2 +0%
DCM
1242
Donaldson Capital Management
Indiana
$481K -$23.4K -450 -5%
LCM
1243
Logan Capital Management
Pennsylvania
$478K – – –
PWM
1244
Perigon Wealth Management
California
$478K +$83.8K +1,700 +21%
SIA
1245
Sit Investment Associates
Minnesota
$477K – – –
FC
1246
Ferris Capital
Massachusetts
$477K – – –
SWM
1247
SVA Wealth Management
Wisconsin
$474K -$281K -5,405 -37%
SGAM
1248
Steinberg Global Asset Management
Florida
$474K -$168K -3,231 -26%
DBT
1249
Dubuque Bank & Trust
Iowa
$473K -$6.96K -134 -1%
BA
1250
Bristol Advisors
Pennsylvania
$473K +$473K +9,100 New
48 49
50
51 52