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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
GCM
1501
Grisanti Capital Management
New York
$114K
WA
1502
WealthTrust-Arizona
Arizona
$114K
MBT
1503
Monroe Bank & Trust
Michigan
$111K +$103K +1,893 New
DIA
1504
Davidson Investment Advisors
Montana
$107K +$8.2K +150 +9%
HCA
1505
Heck Capital Advisors
Wisconsin
$106K +$99.1K +1,812 New
SAS
1506
Stelac Advisory Services
New York
$104K +$97.3K +1,779 New
ED
1507
Exane Derivatives
France
$103K -$785K -14,361 -89%
TJHA
1508
Thomas J. Herzfeld Advisors
Florida
$99K
PCP
1509
Proficio Capital Partners
Massachusetts
$99K +$22.3K +407 +31%
CWM
1510
Cranbrook Wealth Management
Michigan
$97K
BRC
1511
Bell Rock Capital
Delaware
$96K +$90.1K +1,648 New
SHJ
1512
Sharkey, Howes & Javer
Colorado
$94K
MUS
1513
Mitsubishi UFJ Securities
Japan
$89K +$71.1K +1,300 +591%
PSC
1514
Prentiss Smith & Co
Vermont
$84K -$419K -7,671 -84%
CHP
1515
Cable Hill Partners
Oregon
$82K -$68.8K -1,258 -47%
ANBT
1516
American National Bank & Trust
Texas
$82K +$62.4K +1,141 +423%
TWMP
1517
Taylor Wealth Management Partners
Massachusetts
$80K -$47.8K -875 -39%
TCM
1518
Tradewinds Capital Management
Washington
$79K +$14.8K +270 +25%
TCCM
1519
Timber Creek Capital Management
Massachusetts
$78K
NC
1520
NewSquare Capital
Pennsylvania
$76K -$11.6K -212 -14%
AWM
1521
Avior Wealth Management
Nebraska
$74K +$437 +8 +0.7%
SIG
1522
Stanford Investment Group
California
$73K -$22.9K -419 -25%
IDBONY
1523
Israel Discount Bank of New York
New York
$70K +$65.6K +1,200 New
LA
1524
Legacy Advisors
Pennsylvania
$70K +$65.6K +1,200 New
HWP
1525
Hefty Wealth Partners
Indiana
$69K