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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,211 hedge funds and large institutions have $113B invested in Bristol-Myers Squibb in 2019 Q4 according to their latest regulatory filings, with 489 funds opening new positions, 1,216 increasing their positions, 389 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,211
Holders Change
+401
Holders Change %
+22.15%
% of All Funds
43.66%
Holding in Top 10
106
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+120.83%
% of All Funds
2.09%
New
489
Increased
1,216
Reduced
389
Closed
57
Calls
$1.84B
Puts
$4.81B
Net Calls
-$2.97B
Net Calls Change
-$2.93B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.88B
2
BlackRock
BlackRock
New York
+$3.04B
3
State Street
State Street
Massachusetts
+$2B
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.76B
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.42B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.68B
2
BG
Baupost Group
Massachusetts
-$385M
3
Franklin Resources
Franklin Resources
California
-$374M
4
PP
Prudential plc
United Kingdom
-$251M
5
MSE
MUFG Securities EMEA
United Kingdom
-$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
1801
Cascadia Advisory Services
Oregon
$328K +$328K +5,116 New
LC
1802
Lavaca Capital
Texas
$327K -$30.5K -476 -9%
WAM
1803
Winslow Asset Management
Ohio
$325K +$12.9K +201 +4%
MCCP
1804
Mission Creek Capital Partners
California
$325K +$325K +5,056 New
BIA
1805
Bigelow Investment Advisors
Maine
$325K +$325K +5,069 New
IUHSA
1806
Itau Unibanco Holding S.A.
Brazil
$324K -$81.3K -1,268 -20%
TAM
1807
Taurus Asset Management
New York
$324K -$51.3K -800 -14%
W
1808
Wealthquest
Ohio
$323K +$27.7K +432 +9%
HIC
1809
Harvey Investment Company
Kentucky
$321K – – –
HA
1810
Harbor Advisors
Florida
$321K +$321K +5,000 New
AW
1811
Avion Wealth
Texas
$320K – – –
MCA
1812
Mercer Capital Advisers
New Jersey
$320K – – –
MWM
1813
Merriman Wealth Management
Washington
$320K +$49.2K +766 +18%
GEM
1814
Global Endowment Management
North Carolina
$320K +$320K +4,980 New
CAM
1815
Congress Asset Management
Massachusetts
$320K +$320K +4,990 New
CCM
1816
Carderock Capital Management
Maryland
$319K -$4.81K -75 -1%
SICM
1817
Sustainable Insight Capital Management
New York
$319K +$19.3K +300 +6%
OCM
1818
Orser Capital Management
Texas
$319K +$319K +5,010 New
AC
1819
Alexandria Capital
Virginia
$317K +$35.9K +560 +13%
GBBWRPM
1820
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$316K – – –
CHA
1821
Carmichael Hill & Associates
Maryland
$316K +$316K +4,919 New
PWAG
1822
Polaris Wealth Advisory Group
California
$315K +$4.94K +74 +2%
VCM
1823
Vivaldi Capital Management
Illinois
$314K -$33.3K -518 -10%
NCM
1824
Noesis Capital Mangement
Florida
$314K – – –
GAM
1825
Gemmer Asset Management
California
$313K +$13.6K +211 +5%
71 72
73
74 75