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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
LCM
1476
Laurion Capital Management
New York
$158K +$148K +2,700 New
AWM
1477
AllSquare Wealth Management
New York
$155K +$2.73K +50 +2%
CS
1478
Credential Securities
$148K +$128K +2,349 +1,223%
JFA
1479
JNBA Financial Advisors
Minnesota
$147K -$570K -10,419 -81%
MWM
1480
Mascoma Wealth Management
New Hampshire
$145K +$136K +2,486 New
GBBWRPM
1481
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$143K +$31.4K +575 +31%
ACM
1482
AUA Capital Management
Pennsylvania
$143K +$133K +2,437 New
MWM
1483
MinichMacGregor Wealth Management
New York
$142K +$3.12K +57 +2%
PCFFS
1484
Pacific Center for Financial Services
California
$141K +$131K +2,405 New
NCM
1485
Nelson Capital Management
California
$140K
GRP
1486
Global Retirement Partners
California
$140K +$131K +2,401 New
TC
1487
Trust Company
Kansas
$139K +$5.47K +100 +4%
PCTC
1488
Perkins Coie Trust Company
Washington
$135K +$3.83K +70 +3%
JAM
1489
Jolley Asset Management
North Carolina
$134K
LWM
1490
LBA Wealth Management
Florida
$134K
ADL
1491
Asset Dedication LLC
California
$129K -$8.09K -148 -6%
SAM
1492
Solaris Asset Management
New York
$129K
GI
1493
Gradient Investments
Minnesota
$129K +$9.57K +175 +9%
SOADOR
1494
State of Alaska Department of Revenue
Alaska
$126K +$7.05K +129 +6%
BCP
1495
Blue Chip Partners
Michigan
$124K -$27K -493 -19%
ARMC
1496
American Research & Management Company
Massachusetts
$122K -$24.9K -456 -18%
WI
1497
Welch Investments
Alabama
$119K +$111K +2,030 New
BCM
1498
Blume Capital Management
California
$117K -$2.62K -48 -2%
AIM
1499
Acrospire Investment Management
Illinois
$117K +$109K +2,000 New
KF
1500
Krilogy Financial
Missouri
$114K -$1.48K -27 -1%