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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,352 hedge funds and large institutions have $104B invested in Bristol-Myers Squibb in 2020 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 944 increasing their positions, 868 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,352
Holders Change
+144
Holders Change %
+6.52%
% of All Funds
41.73%
Holding in Top 10
78
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.13%
% of All Funds
1.38%
New
285
Increased
944
Reduced
868
Closed
108
Calls
$1.51B
Puts
$1.38B
Net Calls
+$132M
Net Calls Change
+$259M

Top Buyers

1
BlackRock
BlackRock
New York
+$624M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$371M
3
KBC Group
KBC Group
Belgium
+$325M
4
Franklin Resources
Franklin Resources
California
+$314M
5
Morgan Stanley
Morgan Stanley
New York
+$239M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$750M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$511M
3
Citadel Advisors
Citadel Advisors
Florida
-$434M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$244M
5
FCM
Farallon Capital Management
California
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
1476
LVM Capital Management
Michigan
$753K +$6.39K +103 +0.9%
SWRP
1477
Summit Wealth & Retirement Planning
California
$752K – – –
IWA
1478
Intercontinental Wealth Advisors
Texas
$751K -$11.2K -180 -1%
LPIC
1479
LeJeune Puetz Investment Counsel
Michigan
$751K – – –
IF
1480
Ironwood Financial
Arizona
$751K +$743K +11,982 +9,663%
WIC
1481
Whitegate Investment Counselors
New Hampshire
$750K +$92.3K +1,489 +14%
CIAS
1482
Capital Investment Advisory Services
North Carolina
$750K +$107K +1,730 +17%
ESCM
1483
Echo Street Capital Management
New York
$750K +$750K +12,089 New
MWM
1484
Modera Wealth Management
New Jersey
$749K +$213K +3,433 +40%
MWM
1485
Midwest Wealth Management
Indiana
$749K +$749K +12,073 New
ARMT
1486
Amica Retiree Medical Trust
Rhode Island
$748K – – –
SCA
1487
Snowden Capital Advisors
New York
$745K +$86.5K +1,394 +13%
KWM
1488
Keebeck Wealth Management
Illinois
$744K +$281K +4,488 +61%
KFS
1489
Kurt F. Somerville
$743K -$67K -1,080 -8%
ACM
1490
Allred Capital Management
Texas
$742K -$2.85K -46 -0.4%
CWS
1491
Cypress Wealth Services
California
$742K +$742K +11,958 New
RWM
1492
Ritholtz Wealth Management
New York
$736K +$108K +1,747 +17%
LWAC
1493
Laurel Wealth Advisors (California)
California
$730K -$3.6K -58 -0.5%
REMPR
1494
Roof Eidam Maycock Peralta (REMP)
California
$728K – – –
FWP
1495
FAS Wealth Partners
Kansas
$728K +$4.16K +67 +0.6%
EWM
1496
Empirical Wealth Management
Washington
$727K -$34.7K -559 -5%
SWA
1497
Sutton Wealth Advisors
Florida
$726K +$2.42K +39 +0.3%
BCB
1498
Brian C. Broderick
$726K – – –
DWM
1499
Dakota Wealth Management
Florida
$726K +$726K +11,705 New
FC
1500
Ferris Capital
Massachusetts
$717K -$48.3K -779 -6%
58 59
60
61 62