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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
$2.23B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.44B
3
JHIU
Janus Henderson Investors US
Colorado
$1.11B
4
FAM
Fred Alger Management
New York
$275M
5
Vanguard Group
Vanguard Group
Pennsylvania
$6.47B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$4.03B
2
Capital International Investors
Capital International Investors
California
$823M
3
State Street
State Street
Massachusetts
$4.39B
4
O
OppenheimerFunds
New York
$248M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$338M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
1326
Parkside Advisors
California
$204K +$204K +3,064 New
HI
1327
Hendershot Investments
Virginia
$202K -$67.9K -1,020 -25%
FCE
1328
Fiera Capital (Europe)
Cayman Islands
$202K -$45.2K -678 -18%
YP
1329
Yellowstone Partners
Idaho
$200K -$25.3K -381 -11%
YMRC
1330
Yorktown Management & Research Company
Virginia
$200K +$200K +3,000 New
MIC
1331
MU Investments Company
Japan
$188K -$392K -5,950 -68%
TIM
1332
Tortoise Investment Management
New York
$184K +$13.3K +200 +8%
RIA
1333
Regal Investment Advisors
Michigan
$182K +$6.65K +100 +4%
CLM
1334
ClearBridge LLC (Maryland)
Maryland
$180K – – –
EDRH
1335
Edmond de Rothschild Holding
Switzerland
$171K +$171K +2,564 New
EDRS
1336
Edmond de Rothschild (Suisse)
Switzerland
$171K +$171K +2,564 New
Manulife (Manufacturers Life Insurance)
1337
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$171K -$32.1K -481,991 -16%
AWM
1338
AllSquare Wealth Management
New York
$163K – – –
HA
1339
Harfst & Associates
Wyoming
$163K +$163K +2,454 New
PSC
1340
Prentiss Smith & Co
Vermont
$159K -$16.7K -250 -9%
AIM
1341
Acropolis Investment Management
Missouri
$157K +$61.5K +1,483 +64%
GI
1342
Gradient Investments
Minnesota
$156K +$26.2K +395 +20%
LFR
1343
Lehman Financial Resources
Pennsylvania
$154K – – –
SAC
1344
Smith Affiliated Capital
New York
$154K -$149K – –
PMFA
1345
Plante Moran Financial Advisors
Michigan
$153K +$48.6K +731 +47%
KA
1346
Klingman & Associates
New York
$150K – – –
BCM
1347
Blume Capital Management
California
$147K -$6.67K -100 -4%
AIM
1348
Arcadia Investment Management
Michigan
$146K +$146K +2,200 New
PCTC
1349
Perkins Coie Trust Company
Washington
$144K – – –
SAM
1350
Solaris Asset Management
New York
$141K – – –
52 53
54
55 56