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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,520 hedge funds and large institutions have $78B invested in Bristol-Myers Squibb in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 585 increasing their positions, 604 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,520
Holders Change
-12
Holders Change %
-0.78%
% of All Funds
40.57%
Holding in Top 10
79
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-18.56%
% of All Funds
2.11%
New
93
Increased
585
Reduced
604
Closed
85
Calls
$680M
Puts
$512M
Net Calls
+$168M
Net Calls Change
+$412M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.05B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$533M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$318M
4
JHIU
Janus Henderson Investors US
Colorado
+$170M
5
SG Americas Securities
SG Americas Securities
New York
+$125M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$511M
2
Bank of America
Bank of America
North Carolina
-$277M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$182M
4
Deutsche Bank
Deutsche Bank
Germany
-$159M
5
SAC
Smith Affiliated Capital
New York
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRS
1501
Pinkerton Retirement Specialists
Idaho
$15K +$2.18K +34 +17%
Nuveen Asset Management
1502
Nuveen Asset Management
Illinois
$13.8K -$588 -9,206 -4%
RPG
1503
Risk Paradigm Group
Texas
$12.1K – – –
AIM
1504
Advantage Investment Management
Iowa
$11K -$10.5K -160 -49%
PFO
1505
Pathstone Family Office
New Jersey
$11K +$11K +167 New
FMP
1506
Financial Management Professionals
Texas
$10K – – –
SAM
1507
Shamrock Asset Management
Texas
$8K – – –
MFT
1508
Moisand Fitzgerald Tamayo
Florida
$6K – – –
CTB
1509
Country Trust Bank
Illinois
$6K +$6K +100 New
TFA
1510
Transamerica Financial Advisors
Florida
$5K – – –
HWP
1511
Hefty Wealth Partners
Indiana
$5K – – –
HW
1512
Hancock Whitney
Mississippi
$4.03K -$171 -2,680 -4%
CHP
1513
Cable Hill Partners
Oregon
$4K -$2.82K -43 -41%
VIA
1514
Vident Investment Advisory
Georgia
$3.46K +$1.47K +22,952 +73%
AIA
1515
Alerus Investment Advisors
Minnesota
$3K +$3K +46 New
CIM
1516
Contravisory Investment Management
Massachusetts
$2K – – –
AOWM
1517
Alpha Omega Wealth Management
Virginia
$1K – – –
MIM
1518
Marco Investment Management
Georgia
$564 – – –
OCM
1519
One Capital Management
California
$288 – – –
EWM
1520
Endurance Wealth Management
Rhode Island
$42 – – –
PCM
1521
Penserra Capital Management
California
$41 +$11 +181 +37%
TCP
1522
Tourbillon Capital Partners
New York
– -$87.7M -1,275,000 Closed
RIG
1523
RiverFront Investment Group
Virginia
– -$35.4M -515,295 Closed
Jacobs Levy Equity Management
1524
Jacobs Levy Equity Management
New Jersey
– -$35.4M -515,203 Closed
AC
1525
Ascend Capital
California
– -$24.3M -353,360 Closed
59 60
61
62 63