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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 %
JGIA
1476
Jackson Grant Investment Advisers
Connecticut
$173K +$882 +12 +0.5%
AIM
1477
Acropolis Investment Management
Missouri
$171K +$295 +4 +0.2%
LD
1478
Lipe & Dalton
New York
$170K -$11.1K -150 -6%
LWM
1479
LBA Wealth Management
Florida
$169K – – –
ARMC
1480
American Research & Management Company
Massachusetts
$168K -$53.4K -725 -24%
GI
1481
Gradient Investments
Minnesota
$168K – – –
SAM
1482
Solaris Asset Management
New York
$165K +$5.52K +75 +3%
HIIFS
1483
Harel Insurance Investments & Financial Services
Israel
$163K +$163K +2,210 New
CF
1484
CenterStar Fund
Illinois
$161K -$1.04M – –
PCTC
1485
Perkins Coie Trust Company
Washington
$160K – – –
GBBWRPM
1486
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$159K -$9.9K -135 -6%
JAM
1487
Jolley Asset Management
North Carolina
$154K +$5.89K +80 +4%
MWM
1488
MinichMacGregor Wealth Management
New York
$148K -$29.6K -404 -17%
BCM
1489
Blume Capital Management
California
$147K -$14.7K -200 -9%
Twin Tree Management
1490
Twin Tree Management
Texas
$146K +$146K +1,985 New
WA
1491
WealthTrust-Arizona
Arizona
$143K – – –
GCM
1492
Grisanti Capital Management
New York
$143K – – –
KA
1493
Klingman & Associates
New York
$142K – – –
TC
1494
Trust Company
Kansas
$138K – – –
CYG
1495
Clean Yield Group
Vermont
$125K – – –
CWM
1496
Cranbrook Wealth Management
Michigan
$122K – – –
OHS
1497
Odey Holdings (Switzerland)
Switzerland
$118K -$335K -4,540 -74%
SHJ
1498
Sharkey, Howes & Javer
Colorado
$118K -$17.7K -240 -13%
WAS
1499
WESPAC Advisors SoCal
California
$113K +$5.52K +75 +5%
SIG
1500
Stanford Investment Group
California
$113K +$5.38K +73 +5%
58 59
60
61 62