BMY icon

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 %
SSW
2001
Smith Shellnut Wilson
Mississippi
$206K +$206K +3,202 New
AF
2002
Apexium Financial
Texas
$206K +$206K +3,207 New
AFC
2003
AFT Forsyth & Company
Florida
$206K +$206K +3,208 New
CIG
2004
Cairn Investment Group
Washington
$206K +$206K +3,215 New
TW
2005
Towerpoint Wealth
California
$206K +$206K +3,217 New
OBGC
2006
O'Brien Greene & Co
Pennsylvania
$205K +$205K +3,189 New
GAG
2007
GM Advisory Group
New York
$205K +$205K +3,201 New
BWM
2008
BT Wealth Management
Georgia
$204K +$204K +3,180 New
VC
2009
Veracity Capital
Georgia
$203K +$203K +3,156 New
HFBOT
2010
Home Federal Bank of Tennessee
Tennessee
$203K +$203K +3,158 New
FAT
2011
First American Trust
California
$203K +$203K +3,160 New
ACA
2012
Affinity Capital Advisors
California
$203K +$203K +3,164 New
FMTC
2013
Farmers & Merchants Trust Company
California
$202K -$327K -5,090 -62%
CC
2014
Cedar Capital
Illinois
$202K +$202K +3,149 New
TW
2015
TrinityPoint Wealth
Connecticut
$202K +$202K +3,154 New
LWM
2016
Lyell Wealth Management
California
$201K +$201K +3,124 New
KCM
2017
Kennedy Capital Management
Missouri
$201K +$201K +3,125 New
CFA
2018
Cahill Financial Advisors
Minnesota
$201K +$201K +3,125 New
RP
2019
Rowlandmiller & Partners
Georgia
$200K +$4.04K +63 +2%
QWM
2020
Quaker Wealth Management
New Jersey
$200K +$200K +3,120 New
MFS
2021
Madrona Financial Services
Washington
$200K +$200K +3,121 New
MWA
2022
Meridian Wealth Advisors
Texas
$199K +$199K +3,105 New
BCA
2023
Berman Capital Advisors
Georgia
$198K +$80.8K +1,260 +69%
FCM
2024
Firestone Capital Management
Florida
$196K +$196K +3,047 New
RFA
2025
Reilly Financial Advisors
California
$195K +$67.5K +1,051 +53%
79 80
81
82 83