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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,183 hedge funds and large institutions have $98.7B invested in Bristol-Myers Squibb in 2020 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 937 increasing their positions, 818 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,183
Holders Change
+41
Holders Change %
+1.91%
% of All Funds
44.87%
Holding in Top 10
110
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-18.52%
% of All Funds
2.26%
New
158
Increased
937
Reduced
818
Closed
99
Calls
$1.44B
Puts
$1.58B
Net Calls
-$138M
Net Calls Change
+$332M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$557M
2
DZ Bank
DZ Bank
Germany
+$316M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$293M
4
Citadel Advisors
Citadel Advisors
Florida
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$242M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$1.32B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$697M
3
Charles Schwab
Charles Schwab
California
-$497M
4
Dodge & Cox
Dodge & Cox
California
-$454M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$427M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANBT
1501
American National Bank & Trust
Texas
$634K -$25.3K -430 -4%
WOSD
1502
WFA of San Diego
California
$631K +$631K +9,470 New
KLC
1503
Knowledge Leaders Capital
Colorado
$627K +$627K +10,660 New
MAA
1504
Matrix Asset Advisors
New York
$625K -$118 -2 -0%
RHAM
1505
Round Hill Asset Management
California
$623K – – –
WIC
1506
Whitegate Investment Counselors
New Hampshire
$623K +$470 +8 +0.1%
ODG
1507
O'Dell Group
Ohio
$620K -$32.3K -549 -5%
CIAS
1508
Capital Investment Advisory Services
North Carolina
$620K +$29.5K +502 +5%
CFA
1509
CWS Financial Advisors
Michigan
$619K -$6.77K -115 -1%
RCAMU
1510
Rothschild & Co Asset Management US
Connecticut
$619K – – –
SRC
1511
Sage Rhino Capital
California
$619K +$12.3K +209 +2%
GC
1512
Grace Capital
Massachusetts
$617K – – –
MCM
1513
Maple Capital Management
Vermont
$615K -$151K -2,564 -20%
FM
1514
Family Management
New York
$614K -$27.5K -468 -4%
LFASL
1515
Lugano Financial Advisors SA (LFA)
Switzerland
$612K -$255K -4,370 -29%
PL
1516
Parthenon LLC
Kentucky
$612K – – –
LA
1517
Lynch & Associates
Indiana
$610K -$95.2K -1,620 -14%
FDCC
1518
Foster Dykema Cabot & Co
Massachusetts
$609K +$3.94K +67 +0.7%
FAM
1519
Formidable Asset Management
Ohio
$609K +$50.4K +855 +9%
APG
1520
Abacus Planning Group
South Carolina
$607K +$8.81K +150 +1%
MIP
1521
Marietta Investment Partners
Wisconsin
$606K – – –
MFP
1522
Meridian Financial Partners
Virginia
$604K +$203K +3,508 +51%
BMC
1523
Benin Management Corp
Connecticut
$602K -$3.53K -60 -0.6%
LSAG
1524
Lake Street Advisors Group
New Hampshire
$598K -$38.6K -656 -6%
Jones Financial Companies
1525
Jones Financial Companies
Missouri
$597K +$72.7K +1,236 +14%
59 60
61
62 63