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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,445 hedge funds and large institutions have $80.7B invested in Bristol-Myers Squibb in 2015 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 485 increasing their positions, 610 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,445
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
38.97%
Holding in Top 10
80
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.9%
% of All Funds
2.16%
New
81
Increased
485
Reduced
610
Closed
69
Calls
$558M
Puts
$717M
Net Calls
-$159M
Net Calls Change
-$169M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.27B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$405M
3
JHIU
Janus Henderson Investors US
Colorado
+$245M
4
FAM
Fred Alger Management
New York
+$182M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$173M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$353M
2
Capital International Investors
Capital International Investors
California
-$220M
3
State Street
State Street
Massachusetts
-$172M
4
O
OppenheimerFunds
New York
-$146M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
1301
LVW Advisors
New York
$221K – – –
ATIA
1302
American Trust Investment Advisors
New Hampshire
$220K – – –
SBWIC
1303
Schaper Benz & Wise Investment Counsel
Wisconsin
$220K – – –
MAM
1304
Marquette Asset Management
Minnesota
$220K – – –
MGAM
1305
McGowan Group Asset Management
Texas
$218K – – –
HIC
1306
Harvey Investment Company
Kentucky
$218K – – –
OCM
1307
Oakwood Capital Management
California
$218K +$218K +3,280 New
PAMG
1308
Patton Albertson Miller Group
Tennessee
$216K -$200 -3 -0.1%
TIP
1309
Torray Investment Partners
Maryland
$214K – – –
AEPG
1310
American Economic Planning Group
New Jersey
$213K -$7.93K -119 -4%
PFC
1311
Phocas Financial Corp
California
$213K – – –
ZAM
1312
Zevin Asset Management
Massachusetts
$213K – – –
MWM
1313
Modera Wealth Management
New Jersey
$213K +$213K +3,206 New
NEPPG
1314
New England Professional Planning Group
Rhode Island
$213K +$213K +3,216 New
IAMOG
1315
Investors Asset Management of Georgia
Georgia
$212K – – –
PIM
1316
Parasol Investment Management
Illinois
$212K – – –
FCT
1317
Family Capital Trust
Massachusetts
$212K +$12.6K +190 +6%
Parallax Volatility Advisers
1318
Parallax Volatility Advisers
California
$211K +$211K +3,169 New
WFG
1319
Wills Financial Group
Virginia
$209K +$209K +3,145 New
GWA
1320
Genesis Wealth Advisors
Massachusetts
$208K – – –
ACA
1321
Anchor Capital Advisors
Massachusetts
$208K -$47.5K -712 -19%
CPO
1322
Cerity Partners OCIO
New York
$208K -$6.25K -94 -3%
LI
1323
Lafayette Investments
Maryland
$207K -$16.6K -250 -7%
VFP
1324
Verus Financial Partners
Virginia
$206K -$8.73K -131 -4%
CCA
1325
Conestoga Capital Advisors
Pennsylvania
$206K +$206K +3,096 New
51 52
53
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