BMY icon

Bristol-Myers Squibb

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
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
1601
Venturi Wealth Management
Texas
$510K +$134K +2,280 +36%
TIA
1602
Tiemann Investment Advisors
California
$509K +$35.3K +600 +7%
MWM
1603
Modera Wealth Management
New Jersey
$508K -$141K -2,394 -22%
IFS
1604
Ifrah Financial Services
Arkansas
$506K -$20.6K -351 -4%
PSC
1605
Prentiss Smith & Co
Vermont
$506K
FFA
1606
First Foundation Advisors
California
$504K -$509K -8,660 -50%
LWM
1607
Loveless Wealth Management
Montana
$504K +$42.9K +730 +9%
BEAM
1608
Baker Ellis Asset Management
Washington
$502K -$14K -238 -3%
DMC
1609
Drexel Morgan & Co
Pennsylvania
$502K
DE
1610
Day & Ennis
Georgia
$500K
OFS
1611
OneAscent Financial Services
Alabama
$499K +$23.7K +402 +5%
HCM
1612
Hilton Capital Management
New York
$496K -$24.5K -416 -5%
NP
1613
NorthRock Partners
Minnesota
$492K +$24.3K +414 +5%
BWP
1614
BSW Wealth Partners
Colorado
$492K +$25.5K +434 +5%
SFG
1615
Summit Financial Group
West Virginia
$491K -$64.7K -1,100 -12%
CAMG
1616
CWA Asset Management Group
Florida
$490K -$57.2K -973 -10%
NSCM
1617
New South Capital Management
Tennessee
$489K
CPSC
1618
Carl P. Sherr & Co
Massachusetts
$489K
SAA
1619
Southeast Asset Advisors
Georgia
$488K
KWM
1620
Keebeck Wealth Management
Illinois
$488K +$488K +8,306 New
JWM
1621
Jupiter Wealth Management
Colorado
$486K
IWP
1622
Icon Wealth Partners
Texas
$486K +$486K +8,273 New
SW
1623
SteelPeak Wealth
California
$485K +$63.2K +1,074 +15%
HPWM
1624
Highland Private Wealth Management
Washington
$484K +$12.6K +215 +3%
PGIM
1625
Pacific Global Investment Management
California
$483K -$85.7K -1,458 -15%