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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 %
RTS
1501
Round Table Services
New Jersey
$201K -$54.8K -861 -21%
IIC
1502
Integrated Investment Consultants
Michigan
$200K +$8.31K +130 +4%
BPB
1503
Badgley, Phelps & Bell
Washington
$200K +$200K +3,140 New
SC
1504
SRB Corp
Massachusetts
$198K -$14.6K -230 -7%
PCTC
1505
Perkins Coie Trust Company
Washington
$197K – – –
FCB
1506
First Command Bank
Texas
$192K -$19.2K -300 -9%
FCFS
1507
First Command Financial Services
Texas
$192K -$19.2K -300 -9%
TCM
1508
TD Capital Management
Tennessee
$190K – – –
ADL
1509
Asset Dedication LLC
California
$189K +$28.2K +446 +18%
SHJ
1510
Sharkey, Howes & Javer
Colorado
$189K +$84.7K +1,300 +81%
RFA
1511
Reilly Financial Advisors
California
$187K -$32.5K -510 -15%
BWA
1512
BDO Wealth Advisors
Florida
$183K +$42.4K +664 +30%
SM
1513
Salzhauer Michael
$178K +$128 +2 +0.1%
JFA
1514
JNBA Financial Advisors
Minnesota
$174K +$3.18K +50 +2%
BWL
1515
Bogart Wealth LLC
Virginia
$171K +$171K +2,659 New
PMFA
1516
Plante Moran Financial Advisors
Michigan
$167K -$31.3K -491 -16%
PCFFS
1517
Pacific Center for Financial Services
California
$165K – – –
CAL
1518
Capital Analysts LLC
Pennsylvania
$163K – – –
TC
1519
Trust Company
Kansas
$162K +$19.8K +309 +14%
WPA
1520
West Paces Advisors
Georgia
$160K – – –
TIM
1521
Tortoise Investment Management
New York
$159K +$159K +2,500 New
ACM
1522
AUA Capital Management
Pennsylvania
$156K – – –
GRP
1523
Global Retirement Partners
California
$155K -$11.4K -180 -7%
CAPTRUST Financial Advisors
1524
CAPTRUST Financial Advisors
North Carolina
$155K +$155K +2,430 New
QT
1525
Quantbot Technologies
New York
$151K -$2.07M -32,510 -93%
59 60
61
62 63