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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
SIA
1576
SeaBridge Investment Advisors
New Jersey
$18K
UOTTAIMCU
1577
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$16K +$14.7K +268 New
FAN
1578
Financial Advisors Network
California
$13.5K +$15.4K +282 New
SA
1579
SRH Advisors
Kansas
$13K
RBC
1580
Roble Belko & Company
Pennsylvania
$12K -$41.8K -765 -79%
PSW
1581
Portfolio Strategies (Washington)
Washington
$12K +$10.9K +200 New
SQA
1582
Simon Quick Advisors
New Jersey
$12K +$11.3K +207 New
RFWA
1583
RPg Family Wealth Advisory
Massachusetts
$11.4K -$13.4K -245 -56%
NYLT
1584
New York Life Trust
New York
$11K -$820 -15 -7%
BCFS
1585
Butensky & Cohen Financial Security
Florida
$11K
FBT
1586
First Bank & Trust
South Dakota
$11K +$10.2K +186 New
WCM
1587
Wealthcare Capital Management
Virginia
$10K +$9.57K +175 New
DSN
1588
D. Scott Neal
Kentucky
$8K
FMP
1589
Financial Management Professionals
Texas
$8K
LS
1590
Livforsakringsbolaget Skandia
Sweden
$7.41K +$1.31M +23,951 +23%
CTB
1591
Country Trust Bank
Illinois
$6K -$48.3K -884 -90%
FPTW
1592
Franklin, Parlapiano, Turner & Welch
Texas
$6K +$5.47K +100 New
Financial Engines Advisors
1593
Financial Engines Advisors
California
$6K +$5.52K +101 New
WAP
1594
Wealthcare Advisory Partners
Pennsylvania
$4K
TIM
1595
Tortoise Investment Management
New York
$3K -$2.73K -50 -50%
IWA
1596
IBEX Wealth Advisors
New Jersey
$3K +$3.55K +65 New
DPA
1597
Delphi Private Advisors
California
$2K -$1.09K -20 -40%
CFD
1598
Creative Financial Designs
Indiana
$2K +$2.24K +41 New
Winslow Capital Management
1599
Winslow Capital Management
Minnesota
$1K -$171M -3,128,606 -100%
RI
1600
Redwood Investments
Massachusetts
$1K -$21.4M -391,235 -100%