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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 %
CCP
2001
Cardan Capital Partners
Colorado
$205K +$205K +3,485 New
PFA
2002
Pure Financial Advisors
California
$205K +$205K +3,487 New
CIM
2003
Contravisory Investment Management
Massachusetts
$205K +$205K +3,601 New
NCM
2004
Noesis Capital Mangement
Florida
$204K -$70.4K -1,200 -26%
PVWM
2005
Point View Wealth Management
New Jersey
$204K +$204K +3,471 New
AWP
2006
Ascent Wealth Partners
New York
$203K +$203K +3,452 New
SWM
2007
SVA Wealth Management
Wisconsin
$203K +$203K +3,453 New
W
2008
Wealthquest
Ohio
$203K +$203K +3,655 New
WA
2009
Waverly Advisors
Alabama
$202K +$202K +3,195 New
IA
2010
Independence Advisors
Pennsylvania
$202K +$202K +3,427 New
CCFM
2011
Clear Creek Financial Management
Washington
$202K +$202K +3,438 New
EIA
2012
Eldridge Investment Advisors
New Hampshire
$201K +$201K +3,412 New
DA
2013
Doliver Advisors
Texas
$200K – – –
TCM
2014
Tradewinds Capital Management
Washington
$198K – – –
EWP
2015
Engrave Wealth Partners
Texas
$198K – – –
PMFA
2016
Plante Moran Financial Advisors
Michigan
$197K -$10.6K -180 -5%
SIAP
2017
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$194K +$51.5K +876 +36%
PP
2018
Peconic Partners
New York
$190K – – –
SAS
2019
Stelac Advisory Services
New York
$184K +$184K +3,137 New
AAIM
2020
Asset Advisors Investment Management
Georgia
$183K +$183K +3,107 New
PO
2021
Private Ocean
California
$182K -$4.7K -80 -3%
FCM
2022
Firestone Capital Management
Florida
$179K – – –
SFSIG
2023
San Francisco Sentry Investment Group
California
$177K -$6.4K -109 -3%
TCM
2024
TD Capital Management
Tennessee
$177K – – –
BCM
2025
Blume Capital Management
California
$177K – – –
79 80
81
82 83