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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
LWA
1551
Lowe Wealth Advisors
Maryland
$37K
FI
1552
FCM Investments
Texas
$36K
LYV
1553
Live Your Vision
Pennsylvania
$36K +$164 +3 +0.5%
BWM
1554
Baystate Wealth Management
Massachusetts
$36K +$33.5K +613 New
AWMS
1555
Advocacy Wealth Management Services
Georgia
$35K
JIR
1556
James Investment Research
Ohio
$35K
PCC
1557
Park Circle Company
Maryland
$35K +$16.4K +300 +100%
AC
1558
Alexandria Capital
Virginia
$33K -$47.5K -869 -61%
TFO
1559
Tarbox Family Office
California
$32K +$1.48K +27 +5%
CFG
1560
CKW Financial Group
Hawaii
$29K +$27.3K +500 New
RPG
1561
Risk Paradigm Group
Texas
$28.6K +$16.4K +300 +158%
WA
1562
Winfield Associates
Ohio
$28K -$6.29K -115 -19%
AIS
1563
Accurate Investment Solutions
Pennsylvania
$28K +$109 +2 +0.4%
PRS
1564
Pinkerton Retirement Specialists
Idaho
$27K -$233K -4,267 -90%
MAM
1565
Magellan Asset Management
Australia
$27K +$24.8K +454 New
IPC
1566
Independent Portfolio Consultants
Florida
$27K +$25.1K +460 New
PA
1567
Perennial Advisors
New York
$27K +$25.2K +461 New
CFS
1568
Commonwealth Financial Services
West Virginia
$21K -$17.3K -316 -43%
RFM
1569
Royal Fund Management
Florida
$21K +$19.9K +364 New
CFN
1570
Cordasco Financial Network
Florida
$20K
EWM
1571
Endurance Wealth Management
Rhode Island
$20K
PHK
1572
Point72 Hong Kong
Hong Kong
$20K +$18.8K +344 New
AWA
1573
Artemis Wealth Advisors
New York
$20K +$19.1K +350 New
PCM
1574
Penserra Capital Management
California
$18K -$90K -1,647 -84%
KKAMG
1575
Kernodle & Katon Asset Management Group
Arkansas
$18K