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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 %
RPWA
1826
Regent Peak Wealth Advisors
Georgia
$392K +$61.8K +997 +19%
FNBOMD
1827
First National Bank of Mount Dora
Florida
$389K -$18.6K -300 -5%
BWA
1828
BDO Wealth Advisors
Florida
$389K -$16.4K -265 -4%
HCM
1829
Hall Capital Management
Rhode Island
$389K -$6.52K -105 -2%
HA
1830
Harborview Advisors
Maine
$389K +$186 +3 +0%
ML
1831
McAdam LLC
Pennsylvania
$389K +$39.2K +603 +11%
RDFA
1832
Ritter Daniher Financial Advisory
Ohio
$389K +$389K +6,270 New
HCM
1833
HMS Capital Management
Tennessee
$386K -$53.7K -867 -12%
LB
1834
Leo Brokerage
Texas
$386K +$49.7K +802 +15%
Verition Fund Management
1835
Verition Fund Management
Connecticut
$383K +$24.4K +393 +7%
TWP
1836
Tempus Wealth Planning
California
$383K +$43.4K +700 +13%
SW
1837
StrongBox Wealth
Missouri
$382K -$287K -4,630 -43%
MWC
1838
MBM Wealth Consultants
Missouri
$382K -$16.8K -271 -4%
GA
1839
Geller Advisors
New York
$382K – – –
HWA
1840
Heritage Wealth Advisors
Virginia
$382K +$302K +4,881 +380%
PFO
1841
Pathstone Family Office
New Jersey
$381K +$229K +3,700 +151%
SSWM
1842
Sheets Smith Wealth Management
North Carolina
$380K -$642K -10,357 -63%
TFS
1843
Thoroughbred Financial Services
Tennessee
$380K -$57.4K -926 -13%
PIM
1844
Profit Investment Management
Maryland
$380K – – –
JGIA
1845
Jackson Grant Investment Advisers
Connecticut
$380K +$558 +9 +0.1%
CWM
1846
Centric Wealth Management
Illinois
$380K +$42.3K +682 +13%
STC
1847
Sarah T. Connolly
$380K +$380K +6,125 New
CFO
1848
Collective Family Office
Pennsylvania
$378K +$378K +6,088 New
AC
1849
Avestar Capital
New York
$378K +$378K +6,099 New
PA
1850
Procyon Advisors
Connecticut
$375K -$7.33K -118 -2%
72 73
74
75 76