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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,763 hedge funds and large institutions have $62.7B invested in Bristol-Myers Squibb in 2018 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 555 increasing their positions, 747 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,763
Holders Change
+36
Holders Change %
+2.08%
% of All Funds
39.34%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.91%
New
208
Increased
555
Reduced
747
Closed
155
Calls
$1.13B
Puts
$1.14B
Net Calls
-$12.3M
Net Calls Change
-$94.7M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$500M
2
Millennium Management
Millennium Management
New York
+$254M
3
JIM
Jupiter Investment Management
United Kingdom
+$211M
4
CS
Credit Suisse
Switzerland
+$196M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$173M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$540M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$370M
3
Capital World Investors
Capital World Investors
California
-$358M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$331M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
1526
Fagan Associates
New York
$228K +$23.6K +455 +12%
AC
1527
Alexandria Capital
Virginia
$228K +$44K +846 +24%
HR
1528
Hayden Royal
North Carolina
$228K +$228K +4,378 New
MPWT
1529
MassMutual Private Wealth & Trust
Connecticut
$228K -$23.4K -450 -9%
NP
1530
NS Partners
United Kingdom
$227K -$20.5K -394 -8%
BCM
1531
BTR Capital Management
California
$227K -$5.2K -100 -2%
QI
1532
Qtron Investments
Massachusetts
$227K +$227K +4,365 New
BWCS
1533
Beirne Wealth Consulting Services
Connecticut
$226K +$226K +4,347 New
FAN
1534
Financial Advisors Network
California
$225K +$225K +4,321 New
TL
1535
TrueWealth LLC
Georgia
$224K +$156K +3,000 +229%
SCM
1536
Sterneck Capital Management
Missouri
$223K – – –
BWP
1537
BSW Wealth Partners
Colorado
$221K +$12.6K +242 +6%
UAS
1538
United Asset Strategies
New York
$220K -$14K -270 -6%
FMTCOCP
1539
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$220K – – –
JIP
1540
Jaffetilchin Investment Partners
Florida
$219K +$3.65K +70 +2%
MFG
1541
Magnus Financial Group
New York
$219K +$219K +4,211 New
CBA
1542
Coastal Bridge Advisors
Connecticut
$218K – – –
WI
1543
Wedgewood Investors
Pennsylvania
$218K – – –
SJL
1544
Shayne & Jacobs LLC
Tennessee
$218K +$1.51K +29 +0.7%
GWCM
1545
Godshalk Welsh Capital Management
Pennsylvania
$218K +$20.8K +400 +11%
SGCA
1546
Steel Grove Capital Advisors
Tennessee
$217K +$15K +289 +7%
BSPF
1547
British Steel Pension Fund
United Kingdom
$217K +$217K +3,490 New
ACM
1548
Armbruster Capital Management
New York
$215K -$10.5K -202 -5%
BAM
1549
Bruderman Asset Management
New York
$215K +$215K +4,138 New
CWM
1550
Connecticut Wealth Management
Connecticut
$214K -$15.6K -300 -7%
60 61
62
63 64