BMY icon

Bristol-Myers Squibb
BMY

Overview Fund Activity

1,573 hedge funds and large institutions have $90.9B invested in Bristol-Myers Squibb in 2016 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 576 increasing their positions, 640 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
+53
Holders Change %
+3.49%
% of All Funds
42.04%
Holding in Top 10
110
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+39.24%
% of All Funds
2.94%
New
114
Increased
576
Reduced
640
Closed
43
Calls
$785M
Puts
$647M
Net Calls
+$138M
Net Calls Change
-$29.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$515M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$413M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$264M
4
SGA
Sustainable Growth Advisers
Connecticut
+$98.1M
5
WA
WestEnd Advisors
North Carolina
+$95M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.88B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$538M
3
Franklin Resources
Franklin Resources
California
-$392M
4
BA
BlackRock Advisors
Delaware
-$218M
5
Ameriprise
Ameriprise
Minnesota
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1426
Modera Wealth Management
New Jersey
$230K -$17.1K -232 -7%
ACA
1427
Anchor Capital Advisors
Massachusetts
$230K +$230K +3,121 New
CPO
1428
Cerity Partners OCIO
New York
$229K +$146 +2 +0.1%
LI
1429
Lafayette Investments
Maryland
$229K +$229K +3,110 New
EDRS
1430
Edmond de Rothschild (Suisse)
Switzerland
$228K +$31.7K +430 +16%
CCA
1431
Conestoga Capital Advisors
Pennsylvania
$228K +$228K +3,096 New
MAM
1432
Marquette Asset Management
Minnesota
$228K +$228K +3,100 New
SCM
1433
Salem Capital Management
Massachusetts
$228K +$228K +3,100 New
CAW
1434
Cornerstone Advisors (Washington)
Washington
$227K -$24.6K -335 -10%
RTS
1435
Round Table Services
New Jersey
$227K -$10.2K -139 -4%
ATIA
1436
American Trust Investment Advisors
New Hampshire
$227K +$227K +3,080 New
FC
1437
Fayerweather Charles
$225K +$225K +3,050 New
PA
1438
Parkside Advisors
California
$225K +$225K +3,064 New
VWM
1439
Vector Wealth Management
Minnesota
$223K -$35K -476 -14%
CFP
1440
Cornerstone Financial Partners
North Carolina
$223K +$223K +3,029 New
Members Trust
1441
Members Trust
Florida
$223K +$223K +3,039 New
CF
1442
Corrigan Financial
Rhode Island
$222K +$222K +3,019 New
IIC
1443
Integrated Investment Consultants
Michigan
$221K -$73.7K -1,000 -25%
MBA
1444
McQueen Ball & Associates
Pennsylvania
$221K -$48.5K -660 -18%
HFA
1445
High Falls Advisors
New York
$221K -$276 -4 -0.1%
FCT
1446
Family Capital Trust
Massachusetts
$221K – – –
GBT
1447
Grove Bank & Trust
Florida
$221K +$5.16K +70 +2%
YMRC
1448
Yorktown Management & Research Company
Virginia
$221K +$221K +3,000 New
EIA
1449
Edgemoor Investment Advisors
Maryland
$221K +$221K +3,005 New
GAM
1450
Gould Asset Management
California
$218K -$73.5K -1,000 -25%
56 57
58
59 60