BMY icon

Bristol-Myers Squibb

1,727 hedge funds and large institutions have $74.8B invested in Bristol-Myers Squibb in 2018 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 575 increasing their positions, 744 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,727
Holders Change
+38
Holders Change %
+2.25%
% of All Funds
39.55%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
107
Increased
575
Reduced
744
Closed
53
Calls
$1.32B
Puts
$1.24B
Net Calls
+$82.4M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
1551
Plante Moran Financial Advisors
Michigan
$200K +$60.4K +974 +43%
IP
1552
Isthmus Partners
Wisconsin
$199K
TC
1553
Trust Company
Kansas
$199K
CT
1554
CPF Texas
Texas
$199K
DWM
1555
Destination Wealth Management
California
$199K +$31.3K +505 +19%
LFASL
1556
Lugano Financial Advisors SA (LFA)
Switzerland
$199K +$91.9K +1,481 +86%
CAL
1557
Capital Analysts LLC
Pennsylvania
$194K
CG
1558
Cutler Group
California
$191K -$429K -6,922 -69%
ME
1559
McIlrath & Eck
Washington
$190K -$11.7K -189 -6%
BL
1560
Balentine LLC
Georgia
$187K +$171K +2,749 +1,041%
HIIFS
1561
Harel Insurance Investments & Financial Services
Israel
$186K
TCM
1562
TD Capital Management
Tennessee
$185K
KPCM
1563
Kings Point Capital Management
New York
$184K
SWM
1564
Selective Wealth Management
Virginia
$184K +$184K +2,970 New
AWM
1565
AllSquare Wealth Management
New York
$181K +$31.8K +512 +21%
SHJ
1566
Sharkey, Howes & Javer
Colorado
$180K
WF
1567
WealthTrust Fairport
Ohio
$176K
FPFS
1568
First Personal Financial Services
North Carolina
$176K +$13.6K +220 +8%
BWA
1569
BDO Wealth Advisors
Florida
$176K +$23.7K +381 +16%
SM
1570
Salzhauer Michael
$173K
RP
1571
Rowlandmiller & Partners
Georgia
$171K
TIM
1572
Tortoise Investment Management
New York
$170K
TCM
1573
Tradewinds Capital Management
Washington
$167K -$9.32K -150 -5%
SIAP
1574
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$165K +$41.1K +663 +33%
CA
1575
Crewe Advisors
Utah
$164K