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Bristol-Myers Squibb

1,601 hedge funds and large institutions have $69.4B invested in Bristol-Myers Squibb in 2016 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 563 increasing their positions, 634 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 203 | Existing positions closed: 102

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more capital invested

Capital invested by funds: $63.3B → $69.4B (+$6.1B)

5% more funds holding

Funds holding: 1,5221,601 (+79)

8% more call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.38B

0.16% more ownership

Funds ownership: 70.8%70.96% (+0.16%)

11% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 634

Holders
1,601
Holders Change
+79
Holders Change %
+5.19%
% of All Funds
40.02%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.48%
New
203
Increased
563
Reduced
634
Closed
102
Calls
$1.49B
Puts
$1.38B
Net Calls
+$115M
Net Calls Change
+$343M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
1401
WealthTrust Fairport
Ohio
$249K -$301K -5,499 -56%
GWCM
1402
Godshalk Welsh Capital Management
Pennsylvania
$248K
AFS
1403
Access Financial Services
Minnesota
$248K +$232K +4,252 New
VWA
1404
V Wealth Advisors
Kansas
$243K -$7.54K -138 -3%
WOC
1405
West Oak Capital
California
$241K
MCM
1406
Millie Capital Management
California
$241K
HCM
1407
Hutchinson Capital Management
California
$239K -$8.2K -150 -4%
TW
1408
Transform Wealth
Colorado
$239K
CBA
1409
Coastal Bridge Advisors
Connecticut
$238K
FDS
1410
First Dallas Securities
Texas
$238K
FCMC
1411
Founders Capital Management (Connecticut)
Connecticut
$238K +$1.53K +28 +0.7%
NG
1412
Northstar Group
New York
$236K +$13.7K +250 +7%
JGIA
1413
Jackson Grant Investment Advisers
Connecticut
$235K -$8.8K -161 -4%
SSG
1414
Summit Securities Group
New York
$234K -$435K -7,950 -67%
GBA
1415
Garrison Bradford & Associates
New York
$234K
PBT
1416
Pictet Bank & Trust
Bahamas
$234K
HFBOT
1417
Home Federal Bank of Tennessee
Tennessee
$234K +$5.47K +100 +3%
MCA
1418
Mercer Capital Advisers
New Jersey
$233K
SJL
1419
Shayne & Jacobs LLC
Tennessee
$233K +$1.42K +26 +0.7%
IA
1420
Investor AB
Sweden
$232K -$1.04M -19,025 -83%
GAM
1421
Gemmer Asset Management
California
$232K +$7.22K +132 +3%
WA
1422
Waverly Advisors
Alabama
$232K +$217K +3,977 New
RFA
1423
Reilly Financial Advisors
California
$231K -$863K -15,786 -80%
PLFAM
1424
Pineno Levin & Ford Asset Management
Virginia
$231K
BONST
1425
Bank of Nova Scotia Trust
Ontario, Canada
$230K