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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 %
GCM
1351
Grisanti Capital Management
New York
$129K – – –
TWMP
1352
Taylor Wealth Management Partners
Massachusetts
$123K +$96.4K +1,450 +363%
HCP
1353
Holt Capital Partners
Texas
$120K – – –
UFA
1354
US Financial Advisors
Massachusetts
$118K +$5.3K +80 +5%
ACS
1355
Archford Capital Strategies
Illinois
$115K – – –
NC
1356
NewSquare Capital
Pennsylvania
$115K +$12.6K +190 +12%
AWS
1357
Aris Wealth Services
Pennsylvania
$113K – – –
LWM
1358
LBA Wealth Management
Florida
$113K – – –
CWM
1359
Catamount Wealth Management
Connecticut
$111K +$33.2K +500 +43%
WA
1360
WealthTrust-Arizona
Arizona
$110K -$40K -600 -27%
CWM
1361
Cranbrook Wealth Management
Michigan
$110K -$34.7K -522 -24%
FPFS
1362
First Personal Financial Services
North Carolina
$106K – – –
SHJ
1363
Sharkey, Howes & Javer
Colorado
$106K +$106K +1,600 New
SCA
1364
Strategic Capital Alternatives
United States
$102K – – –
LOCB
1365
Lombard Odier & Cie (Bahamas)
Bahamas
$100K – – –
FNBSF
1366
First National Bank Sioux Falls
South Dakota
$92K – – –
LWA
1367
Lowe Wealth Advisors
Maryland
$89K +$7.15K +107 +9%
MPWT
1368
MassMutual Private Wealth & Trust
Connecticut
$88.2K +$2.43K +50 +3%
AA
1369
AlphaMark Advisors
Kentucky
$83K – – –
BL
1370
Balentine LLC
Georgia
$81K – – –
OFS
1371
Orrstown Financial Services
Pennsylvania
$80K – – –
BAM
1372
Brave Asset Management
New Jersey
$80K – – –
TCM
1373
Tradewinds Capital Management
Washington
$78K -$11.2K -169 -13%
ED
1374
Exane Derivatives
France
$72.5K – – –
NCM
1375
Nelson Capital Management
California
$72K +$72K +1,080 New
53 54
55
56 57