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Bristol-Myers Squibb

1,601 hedge funds and large institutions have $69.4B invested in Bristol-Myers Squibb in 2016 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 563 increasing their positions, 634 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 203 | Existing positions closed: 102

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more capital invested

Capital invested by funds: $63.3B → $69.4B (+$6.1B)

5% more funds holding

Funds holding: 1,5221,601 (+79)

8% more call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.38B

0.16% more ownership

Funds ownership: 70.8%70.96% (+0.16%)

11% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 634

Holders
1,601
Holders Change
+79
Holders Change %
+5.19%
% of All Funds
40.02%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.48%
New
203
Increased
563
Reduced
634
Closed
102
Calls
$1.49B
Puts
$1.38B
Net Calls
+$115M
Net Calls Change
+$343M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1276
CT Financial Advisors
Pennsylvania
$374K -$9.84K -180 -3%
GLI
1277
Guardian Life Insurance
New York
$374K +$8.8K +161 +3%
BHB
1278
Bank Hapoalim BM
Israel
$372K -$851K -15,565 -71%
HA
1279
Halsey Associates
Connecticut
$371K -$85.4K -1,562 -20%
DK
1280
Darrell & King
Virginia
$370K
PCA
1281
Peddock Capital Advisors
Massachusetts
$369K -$656 -12 -0.2%
RHJA
1282
Rice Hall James & Associates
California
$367K
PA
1283
Probity Advisors
Texas
$367K +$18.8K +343 +6%
KP
1284
Keel Point
Alabama
$366K -$92.8K -1,697 -21%
MCM
1285
Marathon Capital Management
Maryland
$365K
SFA
1286
Sequoia Financial Advisors
Ohio
$365K +$13.7K +251 +4%
SWM
1287
Segment Wealth Management
Texas
$364K
RCM
1288
RB Capital Management
Nevada
$364K +$340K +6,227 New
CAL
1289
Capital Analysts LLC
Pennsylvania
$363K -$1.72M -31,462 -84%
B
1290
BancorpSouth
Mississippi
$363K +$339K +6,209 New
SIP
1291
Stoneridge Investment Partners
Pennsylvania
$361K -$10.2M -186,836 -97%
HC
1292
Hourglass Capital
Texas
$359K
SAA
1293
Southeast Asset Advisors
Georgia
$359K +$11K +202 +3%
RP
1294
Rowlandmiller & Partners
Georgia
$358K -$21.9K -400 -6%
CPIG
1295
Chicago Partners Investment Group
Illinois
$356K -$80.1K -1,465 -19%
HCM
1296
Highbridge Capital Management
New York
$355K -$22.2M -405,841 -99%
AIA
1297
Allegis Investment Advisors
Idaho
$355K -$92.8K -1,697 -22%
ERIM
1298
Eagle Ridge Investment Management
Connecticut
$355K +$333K +6,082 New
FA
1299
FCG Advisors
New Jersey
$354K -$19.7K -361 -6%
AIM
1300
Avity Investment Management
Connecticut
$353K -$17.8K -325 -5%