BMY icon

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 %
PCA
2001
Private Capital Advisors
Connecticut
$212K – – –
PA
2002
PFG Advisors
Arizona
$212K +$212K +3,510 New
BONST
2003
Bank of Nova Scotia Trust
Ontario, Canada
$211K – – –
CPC
2004
Congress Park Capital
New York
$211K +$211K +3,500 New
CWM
2005
Cedar Wealth Management
California
$210K -$18.4K -305 -8%
SFA
2006
Stewardship Financial Advisors
Georgia
$210K – – –
NCM
2007
Noesis Capital Mangement
Florida
$210K – – –
PFA
2008
Pure Financial Advisors
California
$210K – – –
PG
2009
Patten Group
Tennessee
$210K – – –
CCP
2010
Cardan Capital Partners
Colorado
$210K – – –
DA
2011
Doliver Advisors
Texas
$210K +$4.82K +80 +2%
PVWM
2012
Point View Wealth Management
New Jersey
$209K +$60 +1 +0%
BMCM
2013
Bryn Mawr Capital Management
Pennsylvania
$208K -$17.7K -295 -8%
CVM
2014
Cheviot Value Management
California
$208K -$13.5K -224 -6%
W
2015
Wealthquest
Ohio
$208K -$11.3K -189 -5%
SWM
2016
SVA Wealth Management
Wisconsin
$208K – – –
AWP
2017
Ascent Wealth Partners
New York
$208K – – –
IA
2018
Independence Advisors
Pennsylvania
$207K +$362 +6 +0.2%
SAM
2019
Secure Asset Management
Michigan
$206K +$206K +3,418 New
GAB
2020
German American Bancorp
Indiana
$205K +$205K +3,398 New
EIA
2021
Eldridge Investment Advisors
New Hampshire
$204K – – –
BCM
2022
Becker Capital Management
Oregon
$204K +$204K +3,386 New
TCPWM
2023
Traverso Chambers Private Wealth Management
California
$203K -$13.7K -227 -6%
TCM
2024
Tradewinds Capital Management
Washington
$203K – – –
PMFA
2025
Plante Moran Financial Advisors
Michigan
$203K +$1.81K +30 +0.9%
79 80
81
82 83