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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,639 hedge funds and large institutions have $73.8B invested in Bristol-Myers Squibb in 2017 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 610 increasing their positions, 650 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,639
Holders Change
+48
Holders Change %
+3.02%
% of All Funds
40.92%
Holding in Top 10
58
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+31.82%
% of All Funds
1.45%
New
128
Increased
610
Reduced
650
Closed
65
Calls
$1.96B
Puts
$1.56B
Net Calls
+$396M
Net Calls Change
+$95.2M

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
+$336M
2
Jennison Associates
Jennison Associates
New York
+$238M
3
Invesco
Invesco
Georgia
+$232M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$199M
5
Parnassus Investments
Parnassus Investments
California
+$172M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$362M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$216M
3
Deutsche Bank
Deutsche Bank
Germany
-$176M
4
Renaissance Technologies
Renaissance Technologies
New York
-$168M
5
State Street
State Street
Massachusetts
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1476
Merriman Wealth Management
Washington
$219K +$219K +3,443 New
SXL
1477
Summit X LLC
Missouri
$217K -$298K -4,709 -58%
NBG
1478
Nancy B. Gardiner
$217K +$217K +3,400 New
CVM
1479
Cheviot Value Management
California
$215K -$25.7K -402 -11%
GCA
1480
Gideon Capital Advisors
New York
$215K -$19.5K -307 -8%
RIG
1481
Roosevelt Investment Group
New York
$215K +$215K +3,369 New
GIA
1482
Granite Investment Advisors
New Hampshire
$215K +$215K +3,376 New
CWM
1483
Connecticut Wealth Management
Connecticut
$214K +$214K +3,329 New
MBA
1484
McQueen Ball & Associates
Pennsylvania
$214K +$214K +3,361 New
CCC
1485
Chelsea Counsel Company
California
$214K +$214K +3,363 New
SBWIC
1486
Schaper Benz & Wise Investment Counsel
Wisconsin
$213K +$213K +3,348 New
CAM
1487
Concorde Asset Management
Michigan
$212K +$212K +3,332 New
CA
1488
Capital Advantage
California
$210K +$210K +3,295 New
MCM
1489
McRae Capital Management
New Jersey
$210K +$210K +3,300 New
CCMW
1490
Cypress Capital Management (Wyoming)
Wyoming
$208K – – –
PCM
1491
Penserra Capital Management
California
$205K +$24.3K +378 +13%
VWM
1492
Valley Wealth Managers
New Jersey
$205K +$205K +3,206 New
SC
1493
Stratford Consulting
Texas
$205K +$205K +3,210 New
VST
1494
Van Strum & Towne
California
$204K -$255K -4,000 -56%
EM
1495
Emancipation Management
New York
$204K +$204K +3,196 New
ZAM
1496
Zevin Asset Management
Massachusetts
$204K +$204K +3,200 New
HCA
1497
Heck Capital Advisors
Wisconsin
$203K +$101K +1,588 +99%
KPCM
1498
Kings Point Capital Management
New York
$202K +$28.6K +450 +17%
HFBOT
1499
Home Federal Bank of Tennessee
Tennessee
$202K +$202K +3,158 New
SIMM
1500
Stillwater Investment Management (Minnesota)
Minnesota
$202K +$202K +3,162 New
58 59
60
61 62