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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 %
NPP
1976
New Potomac Partners
Maryland
$219K -$11.8K -200 -5%
CVM
1977
Cheviot Value Management
California
$217K – – –
BFPW
1978
BOK Financial Private Wealth
Colorado
$217K +$217K +3,694 New
Fiera Capital (Canada)
1979
Fiera Capital (Canada)
Quebec, Canada
$216K -$140K -2,372 -39%
MWM
1980
Merriman Wealth Management
Washington
$216K -$53.8K -914 -20%
FC
1981
Financial Consulate
Maryland
$215K -$7.35K -125 -3%
NAMP
1982
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$215K – – –
HA
1983
HYA Advisors
Missouri
$215K +$705 +12 +0.3%
ATWA
1984
Arbor Trust Wealth Advisors
Michigan
$213K – – –
IIC
1985
Integrated Investment Consultants
Michigan
$213K – – –
FFG
1986
Ford Financial Group
California
$213K +$1.88K +32 +0.9%
SPC
1987
Stewart & Patten Company
California
$211K -$35.3K -600 -14%
BG
1988
Berry Group
Massachusetts
$211K – – –
LFG
1989
LifePlan Financial Group
Ohio
$211K – – –
GC
1990
Garde Capital
Washington
$211K +$211K +3,581 New
TCPWM
1991
Traverso Chambers Private Wealth Management
California
$211K +$211K +3,586 New
EA
1992
Ellsworth Advisors
Ohio
$211K +$211K +3,587 New
ACM
1993
Armbruster Capital Management
New York
$208K +$208K +3,540 New
ECM
1994
Element Capital Management
New York
$208K +$208K +3,545 New
PCTC
1995
Perkins Coie Trust Company
Washington
$207K -$23.6K -400 -10%
PCA
1996
Private Capital Advisors
Connecticut
$207K +$207K +3,516 New
HHGA
1997
Halbert Hargrove Global Advisors
California
$207K +$207K +3,525 New
BONST
1998
Bank of Nova Scotia Trust
Ontario, Canada
$206K +$206K +3,500 New
SFA
1999
Stewardship Financial Advisors
Georgia
$205K +$205K +3,478 New
PG
2000
Patten Group
Tennessee
$205K +$205K +3,482 New
78 79
80
81 82