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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
AUB
1426
Atlantic Union Bankshares
Virginia
$229K
PTC
1427
Petrus Trust Company
Texas
$229K +$215K +3,926 New
DA
1428
Dillon & Associates
Michigan
$229K +$216K +3,950 New
TI
1429
Trexquant Investment
Connecticut
$228K -$897K -16,400 -81%
ATIA
1430
American Trust Investment Advisors
New Hampshire
$228K
IP
1431
Intellectus Partners
California
$227K +$212K +3,883 New
PIM
1432
Parasol Investment Management
Illinois
$225K +$26.2K +480 +14%
PWAP
1433
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$225K +$211K +3,857 New
HCM
1434
Hollencrest Capital Management
California
$222K +$273 +5 +0.1%
SFM
1435
Signet Financial Management
New Jersey
$220K -$27.2K -497 -12%
GEA
1436
Glen Eagle Advisors
New Jersey
$220K +$206K +3,759 New
B
1437
Bridgeworth
Alabama
$219K +$210K +3,838 New
CS
1438
Cannell & Spears
New York
$218K -$517K -9,465 -72%
HPWM
1439
Highland Private Wealth Management
Washington
$218K +$204K +3,725 New
IWC
1440
Integrated Wealth Counsel
California
$217K
IP
1441
Isthmus Partners
Wisconsin
$217K
LCM
1442
Leisure Capital Management
California
$217K
PG
1443
Patten Group
Tennessee
$216K -$42.3K -774 -15%
GAM
1444
Garrison Asset Management
Arkansas
$214K +$200K +3,654 New
CFSG
1445
Community Financial Services Group
Vermont
$214K +$200K +3,656 New
MGAM
1446
McGowan Group Asset Management
Texas
$212K +$198K +3,622 New
SFS
1447
Sowell Financial Services
Arkansas
$212K +$216K +3,946 New
LKIM
1448
Lawson Kroeker Investment Management
Nebraska
$210K +$197K +3,600 New
BCA
1449
Bray Capital Advisors
Florida
$209K +$195K +3,575 New
BCM
1450
BTR Capital Management
California
$208K