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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
OFS
1526
Orrstown Financial Services
Pennsylvania
$68K
RAM
1527
Riggs Asset Management
Pennsylvania
$67K
CWM
1528
Catamount Wealth Management
Connecticut
$66K +$7.27K +133 +13%
JWA
1529
JFS Wealth Advisors
Pennsylvania
$65K -$1.58K -29 -3%
CP
1530
Corbenic Partners
Pennsylvania
$65K
AAP
1531
Arax Advisory Partners
Colorado
$64K +$60K +1,098 New
LWA
1532
Lenox Wealth Advisors
New York
$58K
WPA
1533
West Paces Advisors
Georgia
$55.2K +$51.6K +944 New
LJHT
1534
Laurie J. Hall Trustee
$55K +$50.4K +922 New
AA
1535
AlphaMark Advisors
Kentucky
$53K
WAS
1536
Winch Advisory Services
Wisconsin
$51K -$2.97M -54,383 -98%
FFW
1537
Fusion Family Wealth
New York
$51K +$49.4K +903 New
WAS
1538
WESPAC Advisors SoCal
California
$50.4K -$7K -128 -13%
OFW
1539
Omnia Family Wealth
Florida
$49K +$45.7K +836 New
KLI
1540
Kelman-Lazarov Inc
Tennessee
$46.9K
EARNEST Partners
1541
EARNEST Partners
Georgia
$46K +$43.1K +789 New
SFPIA
1542
Stevens First Principles Investment Advisors
California
$45K
LF
1543
Lee Financial
Texas
$45K +$41.8K +764 New
DOA
1544
D'Orazio & Associates
Virginia
$44K
MCM
1545
MV Capital Management
Maryland
$43K
EF
1546
Empirical Finance
Pennsylvania
$43K +$39.7K +727 New
NCM
1547
New Capital Management
Texas
$40K +$37.4K +684 New
OHS
1548
Odey Holdings (Switzerland)
Switzerland
$39K +$36.6K +670 New
ECM
1549
Elgethun Capital Management
South Dakota
$38K +$35.3K +645 New
OCM
1550
Oakview Capital Management
Texas
$38K +$36K +658 New