BMY icon

Bristol-Myers Squibb
BMY

Overview Fund Activity

1,591 hedge funds and large institutions have $64B invested in Bristol-Myers Squibb in 2017 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 573 increasing their positions, 658 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,591
Holders Change
-2
Holders Change %
-0.13%
% of All Funds
39.73%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
1.1%
New
105
Increased
573
Reduced
658
Closed
87
Calls
$1.81B
Puts
$1.51B
Net Calls
+$301M
Net Calls Change
-$57.4M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$391M
2
Primecap Management
Primecap Management
California
+$253M
3
Franklin Resources
Franklin Resources
California
+$221M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$196M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$185M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$562M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$366M
3
Capital World Investors
Capital World Investors
California
-$350M
4
Morgan Stanley
Morgan Stanley
New York
-$287M
5
CS
Credit Suisse
Switzerland
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBA
1376
Coastal Bridge Advisors
Connecticut
$271K +$44.4K +797 +20%
MIH
1377
Madison Investment Holdings
Wisconsin
$270K -$5.58K -100 -2%
KCPG
1378
Kavar Capital Partners Group
Kansas
$269K – – –
RWM
1379
Ritholtz Wealth Management
New York
$268K +$268K +4,815 New
RHJA
1380
Rice Hall James & Associates
California
$267K -$44.6K -800 -14%
PCMK
1381
Paragon Capital Management (Kansas)
Kansas
$267K -$17K -306 -6%
SSWM
1382
Smith Salley Wealth Management
North Carolina
$266K -$17.9K -321 -6%
AWP
1383
Ascent Wealth Partners
New York
$264K -$19.2K -345 -7%
RW
1384
REDW Wealth
New Mexico
$264K +$502 +9 +0.2%
CYG
1385
Clean Yield Group
Vermont
$259K – – –
HFA
1386
High Falls Advisors
New York
$257K -$14.9K -267 -5%
GWM
1387
GSB Wealth Management
Connecticut
$256K – – –
SS
1388
Sunbelt Securities
Texas
$256K +$223 +4 +0.1%
WFG
1389
Wills Financial Group
Virginia
$255K -$17.9K -321 -7%
GWCM
1390
Godshalk Welsh Capital Management
Pennsylvania
$254K -$19.5K -350 -7%
LC
1391
LCNB Corp
Ohio
$253K +$1.45K +26 +0.6%
IAS
1392
IMA Advisory Services
Colorado
$252K – – –
CF
1393
Corrigan Financial
Rhode Island
$252K +$252K +4,521 New
OSNBOA
1394
Old Second National Bank of Aurora
Illinois
$251K – – –
NA
1395
Nottingham Advisors
New York
$251K – – –
OPTFSNA
1396
Old Point Trust & Financial Services N A
Virginia
$249K -$111K -2,000 -31%
MCIA
1397
Mountain Capital Investment Advisors
Colorado
$249K +$249K +4,470 New
CICI
1398
Capital Investment Counsel Inc
North Carolina
$248K – – –
WFMPM
1399
Woodley Farra Manion Portfolio Management
Indiana
$246K – – –
NA
1400
NewEdge Advisors
Louisiana
$245K +$245K +4,382 New
54 55
56
57 58