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Bristol-Myers Squibb

1,600 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, 633 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: 1,5211,600 (+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: 633

Holders
1,600
Holders Change
+79
Holders Change %
+5.19%
% of All Funds
40.01%
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
633
Closed
102
Calls
$1.49B
Puts
$1.38B
Net Calls
+$115M
Net Calls Change
+$343M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$8.66B +$646M +11,818,681 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.71B +$115M +2,098,453 +2%
State Street
3
State Street
Massachusetts
$3.95B +$135M +2,470,257 +4%
Capital World Investors
4
Capital World Investors
California
$3.01B +$838M +15,334,193 +42%
BIT
5
BlackRock Institutional Trust
California
$2.69B -$49.7M -908,927 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.65B -$82M -1,500,498 -3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$2.16B -$444M -8,123,043 -18%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.69B -$218M -3,992,914 -12%
BFA
9
BlackRock Fund Advisors
California
$1.46B +$36.9M +674,977 +3%
Dodge & Cox
10
Dodge & Cox
California
$1.32B +$1.23B +22,460,803 +31,214%
Northern Trust
11
Northern Trust
Illinois
$1.29B -$28.4M -519,369 -2%
Jennison Associates
12
Jennison Associates
New York
$1.27B +$191M +3,488,259 +19%
JHIU
13
Janus Henderson Investors US
Colorado
$1.16B -$149M -2,729,508 -12%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.09B +$7.22M +132,108 +0.7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$921M +$91.9M +1,681,647 +12%
BG
16
BlackRock Group
United Kingdom
$872M -$1.24M -22,593 -0.2%
Morgan Stanley
17
Morgan Stanley
New York
$811M -$366M -6,703,703 -33%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$798M +$1.84M +33,572 +0.2%
Norges Bank
19
Norges Bank
Norway
$770M +$5.98M +109,294 +0.8%
Ameriprise
20
Ameriprise
Minnesota
$765M -$258M -4,711,825 -26%
Bank of America
21
Bank of America
North Carolina
$714M -$128M -2,332,385 -16%
TCIM
22
TIAA CREF Investment Management
New York
$548M -$739K -13,511 -0.1%
Wells Fargo
23
Wells Fargo
California
$519M +$53.7M +983,108 +12%
UBS Group
24
UBS Group
Switzerland
$472M +$26.4M +482,331 +6%
Legal & General Group
25
Legal & General Group
United Kingdom
$460M -$1.83M -33,535 -0.4%