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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,763 hedge funds and large institutions have $62.7B invested in Bristol-Myers Squibb in 2018 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 555 increasing their positions, 747 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,763
Holders Change
+36
Holders Change %
+2.08%
% of All Funds
39.34%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.91%
New
208
Increased
555
Reduced
747
Closed
155
Calls
$1.13B
Puts
$1.14B
Net Calls
-$12.3M
Net Calls Change
-$94.7M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$500M
2
Millennium Management
Millennium Management
New York
+$254M
3
JIM
Jupiter Investment Management
United Kingdom
+$211M
4
CS
Credit Suisse
Switzerland
+$196M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$173M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$540M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$370M
3
Capital World Investors
Capital World Investors
California
-$358M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$331M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRIA
1451
Edmonds Duncan Registered Investment Advisors
Kansas
$278K – – –
CIAS
1452
Capital Investment Advisory Services
North Carolina
$275K -$38K -731 -12%
LPWM
1453
Lake Point Wealth Management
Texas
$274K +$274K +5,263 New
EIP
1454
Ellis Investment Partners
Pennsylvania
$274K +$274K +5,277 New
PWW
1455
Pettyjohn Wood & White
Virginia
$273K – – –
S
1456
Surevest
California
$272K +$272K +5,226 New
BFC
1457
Bedel Financial Consulting
Indiana
$271K -$238K -4,588 -47%
SHA
1458
Seneca House Advisors
Virginia
$269K +$7.32K +141 +3%
CIC
1459
Chilton Investment Company
Connecticut
$268K -$8.68K -167 -3%
KFP
1460
KMG Fiduciary Partners
Ohio
$268K +$268K +5,162 New
Verition Fund Management
1461
Verition Fund Management
Connecticut
$267K -$1.29M -24,834 -83%
AWA
1462
Acorn Wealth Advisors
Michigan
$265K +$471 +10 +0.2%
CTA
1463
Colonial Trust Advisors
South Carolina
$264K -$29.9K -574 -10%
AIA
1464
AIMZ Investment Advisors
California
$264K – – –
FFA
1465
First Foundation Advisors
California
$263K -$304K -5,858 -54%
PHAM
1466
Palisades Hudson Asset Management
Florida
$263K – – –
Nomura Holdings
1467
Nomura Holdings
Japan
$262K +$48.1K +933 +22%
AAP
1468
Arax Advisory Partners
Colorado
$261K +$142K +2,739 +120%
PI
1469
Parkside Investments
Illinois
$260K -$156K -2,996 -37%
BWP
1470
Baldwin Wealth Partners
Massachusetts
$259K -$61.9K -1,189 -19%
LFA
1471
Legacy Financial Advisors
Kentucky
$259K -$5.3K -102 -2%
LOAMS
1472
Lombard Odier Asset Management (Switzerland)
Switzerland
$258K -$371K -7,119 -59%
MC
1473
Mathes Company
New York
$258K – – –
VAM
1474
Visionary Asset Management
Texas
$257K +$257K +4,945 New
CMI
1475
Clare Market Investments
Texas
$257K +$257K +4,940 New
57 58
59
60 61