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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,208 hedge funds and large institutions have $100B invested in Bristol-Myers Squibb in 2020 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 887 increasing their positions, 909 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,208
Holders Change
+25
Holders Change %
+1.15%
% of All Funds
44.67%
Holding in Top 10
93
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.45%
% of All Funds
1.88%
New
136
Increased
887
Reduced
909
Closed
91
Calls
$1.25B
Puts
$1.38B
Net Calls
-$126M
Net Calls Change
+$11.2M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.81B
2
Viking Global Investors
Viking Global Investors
Connecticut
+$192M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$154M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$134M
5
Bessemer Group
Bessemer Group
New Jersey
+$132M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$779M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$583M
3
Goldman Sachs
Goldman Sachs
New York
-$470M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$382M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
1976
HBW Advisory Services
California
$228K +$228K +3,783 New
PRWA
1977
Platte River Wealth Advisors
Colorado
$227K -$1.83M -30,319 -89%
PPW
1978
Parcion Private Wealth
Washington
$227K -$76.4K -1,300 -25%
MA
1979
MONECO Advisors
Connecticut
$227K +$227K +3,767 New
WHG
1980
Westwood Holdings Group
Texas
$227K +$227K +3,768 New
HHGA
1981
Halbert Hargrove Global Advisors
California
$226K +$13.3K +221 +6%
WFMPM
1982
Woodley Farra Manion Portfolio Management
Indiana
$225K -$156K -2,580 -41%
FBB
1983
Fulton Breakefield Broenniman
Maryland
$225K -$29.7K -494 -12%
Flossbach Von Storch
1984
Flossbach Von Storch
Germany
$224K -$98.8K -1,640 -31%
NPP
1985
New Potomac Partners
Maryland
$224K – – –
NAMP
1986
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$220K – – –
ATWA
1987
Arbor Trust Wealth Advisors
Michigan
$219K – – –
LA
1988
LVW Advisors
New York
$219K +$219K +3,627 New
HCMNY
1989
Howard Capital Management (New York)
New York
$217K -$1.94M -32,196 -90%
SPC
1990
Stewart & Patten Company
California
$217K – – –
HA
1991
HYA Advisors
Missouri
$216K -$5.2K -86 -2%
BG
1992
Berry Group
Massachusetts
$216K – – –
LFG
1993
LifePlan Financial Group
Ohio
$216K – – –
EA
1994
Ellsworth Advisors
Ohio
$216K – – –
SCM
1995
Sterneck Capital Management
Missouri
$215K -$60.4K -1,000 -22%
GC
1996
Garde Capital
Washington
$213K -$2.53K -42 -1%
AAP
1997
Arax Advisory Partners
Colorado
$212K -$159K -2,638 -43%
BFPW
1998
BOK Financial Private Wealth
Colorado
$212K -$10.9K -180 -5%
MWM
1999
Merriman Wealth Management
Washington
$212K -$9.48K -157 -4%
ACM
2000
Armbruster Capital Management
New York
$212K -$1.51K -25 -0.7%
78 79
80
81 82