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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 %
TFO
1401
Tarbox Family Office
California
$35K – – –
NYLT
1402
New York Life Trust
New York
$35K +$2.29K +34 +7%
MCM
1403
MV Capital Management
Maryland
$34K – – –
DOA
1404
D'Orazio & Associates
Virginia
$34K – – –
FA
1405
Financial Advantage
Maryland
$30K – – –
EWM
1406
Endurance Wealth Management
Rhode Island
$30K +$30K +450 New
GXMC
1407
Global X Management Company
New York
$29K +$5.48K +83 +23%
MFBTD
1408
MB Financial Bank - Trust Department
Illinois
$26K -$19.6K -290 -43%
BBPWM
1409
Blue Bell Private Wealth Management
Pennsylvania
$26K – – –
RWM
1410
Rezny Wealth Management
Florida
$26K +$26K +400 New
AssetMark Inc
1411
AssetMark Inc
California
$24K +$24K +359 New
RA
1412
Rational Advisors
New York
$23K – – –
OAJ
1413
Ogorek Anthony Joseph
New York
$22K +$22K +325 New
PTC
1414
Philadelphia Trust Company
Pennsylvania
$20.3K -$285K -18,962 -93%
SIA
1415
SeaBridge Investment Advisors
New Jersey
$20K – – –
CG
1416
Colony Group
Massachusetts
$20K – – –
SA
1417
SRH Advisors
Kansas
$20K – – –
IRS
1418
Invictus RG (Singapore)
Singapore
$19K +$19K +280 New
IMS
1419
Index Management Solutions
Pennsylvania
$17K +$1.52K +23 +10%
PR
1420
Payden & Rygel
California
$16K – – –
PRS
1421
Pinkerton Retirement Specialists
Idaho
$16K +$16K +234 New
BCFS
1422
Butensky & Cohen Financial Security
Florida
$15K +$15K +230 New
UB
1423
UMB Bank
Missouri
$14.5K +$1.57K +23,533 +12%
CHP
1424
Cable Hill Partners
Oregon
$14K – – –
AFIA
1425
America First Investment Advisors
Nebraska
$14K – – –
55 56
57
58 59