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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,447 hedge funds and large institutions have $77.5B invested in Bristol-Myers Squibb in 2015 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 467 increasing their positions, 630 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,447
Holders Change
+38
Holders Change %
+2.7%
% of All Funds
38.6%
Holding in Top 10
77
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+24.19%
% of All Funds
2.05%
New
107
Increased
467
Reduced
630
Closed
51
Calls
$624M
Puts
$614M
Net Calls
+$9.45M
Net Calls Change
+$413M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$262M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
3
Citadel Advisors
Citadel Advisors
Florida
+$209M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$147M
5
AIM
abrdn Investment Management
United Kingdom
+$136M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$406M
2
IC
Institutional Capital
Illinois
-$358M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$282M
4
Morgan Stanley
Morgan Stanley
New York
-$229M
5
State Street
State Street
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
SJL
1276
Shayne & Jacobs LLC
Tennessee
$248K +$1.29K +20 +0.5%
Rafferty Asset Management
1277
Rafferty Asset Management
New York
$248K +$248K +3,851 New
ACA
1278
Anchor Capital Advisors
Massachusetts
$247K -$104K -1,619 -30%
EWA
1279
EP Wealth Advisors
California
$246K +$246K +3,820 New
MIC
1280
Meridian Investment Counsel
California
$246K – – –
EGA
1281
E&G Advisors
Texas
$246K – – –
WI
1282
Wedgewood Investors
Pennsylvania
$245K +$245K +3,797 New
MCA
1283
Mercer Capital Advisers
New Jersey
$244K – – –
VNA
1284
Valley National Advisers
Pennsylvania
$244K +$53.3K +828 +28%
KA
1285
Kovack Advisors
Florida
$243K -$128K -1,993 -35%
11A
1286
10-15 Associates
New York
$240K – – –
FHC
1287
First Heartland Consultants
Missouri
$240K +$12.7K +197 +6%
FCE
1288
Fiera Capital (Europe)
Cayman Islands
$240K +$126K +1,954 +111%
RCG
1289
Ruane, Cunniff & Goldfarb
New York
$237K – – –
WAM
1290
Weatherly Asset Management
California
$237K +$237K +3,689 New
GAM
1291
Gould Asset Management
California
$236K – – –
NG
1292
Northstar Group
New York
$232K -$22.7K -351 -9%
UAS
1293
United Asset Strategies
New York
$232K -$4.52K -71 -2%
AAM
1294
Aureus Asset Management
Massachusetts
$230K +$230K +3,558 New
CCC
1295
Chelsea Counsel Company
California
$226K -$38.7K -600 -15%
GT
1296
Greenleaf Trust
Michigan
$226K -$24.7K -384 -10%
FHC
1297
First Houston Capital
Texas
$226K -$16.1K -250 -7%
EIP
1298
Epoch Investment Partners
New York
$226K – – –
NDSI
1299
Newman Dignan & Sheerar Inc
Rhode Island
$225K -$4.53K -704 -2%
B
1300
BancorpSouth
Mississippi
$225K -$22.8K -353 -9%
50 51
52
53 54