BMY icon

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 %
NL
1701
NVWM LLC
Pennsylvania
$33K -$468K -8,936 -93%
SIA
1702
SeaBridge Investment Advisors
New Jersey
$33K – – –
RFM
1703
Royal Fund Management
Florida
$33K +$762 +15 +2%
RTC
1704
Riverview Trust Company
Washington
$33K +$33K +627 New
IP
1705
Intellectus Partners
California
$32K -$177K -3,383 -85%
JIR
1706
James Investment Research
Ohio
$31K – – –
1832 Asset Management
1707
1832 Asset Management
Ontario, Canada
$31K – – –
ST
1708
Sageworth Trust
Pennsylvania
$31K – – –
FL
1709
Fort LP
Maryland
$31K +$2.69K +51 +10%
CC
1710
Claybrook Capital
Massachusetts
$30K -$308 -6 -1%
WDL
1711
Well Done LLC
Michigan
$30K +$30K +584 New
WAS
1712
WESPAC Advisors SoCal
California
$28K -$10.3K -200 -27%
MFT
1713
Moisand Fitzgerald Tamayo
Florida
$28K +$26.4K +500 +1,667%
W
1714
WealthOne
New York
$28K +$28K +541 New
CH
1715
Canton Hathaway
Rhode Island
$26K – – –
TFO
1716
Tarbox Family Office
California
$25K -$6.26K -122 -20%
AWM
1717
Avior Wealth Management
Nebraska
$24K -$2.48K -45 -9%
PA
1718
Perennial Advisors
New York
$24K – – –
SAM
1719
Shamrock Asset Management
Texas
$23K – – –
TFA
1720
Transamerica Financial Advisors
Florida
$23K +$1.88K +36 +9%
SL
1721
Salomon & Ludwin
Virginia
$23K +$23K +434 New
EWM
1722
Endurance Wealth Management
Rhode Island
$22K – – –
CFA
1723
Clarfeld Financial Advisors
New York
$22K +$22K +416 New
NPP
1724
New Potomac Partners
Maryland
$21K – – –
MWC
1725
MBM Wealth Consultants
Missouri
$21K +$21K +400 New
67 68
69
70 71