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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,352 hedge funds and large institutions have $104B invested in Bristol-Myers Squibb in 2020 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 944 increasing their positions, 868 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,352
Holders Change
+144
Holders Change %
+6.52%
% of All Funds
41.73%
Holding in Top 10
78
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.13%
% of All Funds
1.38%
New
285
Increased
944
Reduced
868
Closed
108
Calls
$1.51B
Puts
$1.38B
Net Calls
+$132M
Net Calls Change
+$259M

Top Buyers

1
BlackRock
BlackRock
New York
+$624M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$371M
3
KBC Group
KBC Group
Belgium
+$325M
4
Franklin Resources
Franklin Resources
California
+$314M
5
Morgan Stanley
Morgan Stanley
New York
+$239M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$750M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$511M
3
Citadel Advisors
Citadel Advisors
Florida
-$434M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$244M
5
FCM
Farallon Capital Management
California
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
2001
Tradewinds Capital Management
Washington
$271K +$62.1K +1,000 +30%
MF
2002
Montis Financial
Massachusetts
$271K +$271K +4,365 New
TFA
2003
Tranquilli Financial Advisor
New Jersey
$271K +$271K +4,376 New
FP
2004
Financial Perspectives
Minnesota
$271K +$18.2K +293 +7%
CLOS
2005
Compagnie Lombard Odier SCmA
Switzerland
$270K -$972K -15,700 -78%
Financial Engines Advisors
2006
Financial Engines Advisors
California
$269K +$269K +4,309 New
TFA
2007
Trinity Financial Advisors
Ohio
$269K +$269K +4,330 New
SIM
2008
SSI Investment Management
California
$268K -$248 -4 -0.1%
TAM
2009
Taurus Asset Management
New York
$268K – – –
Acadian Asset Management
2010
Acadian Asset Management
Massachusetts
$268K – – –
CWP
2011
Concord Wealth Partners
Virginia
$267K +$267K +4,298 New
ECG
2012
Edge Capital Group
Georgia
$264K -$105K -1,691 -28%
PTB
2013
Pioneer Trust Bank
Oregon
$264K – – –
MPW
2014
Monterey Private Wealth
California
$264K +$434 +7 +0.2%
HCM
2015
Hutchinson Capital Management
California
$263K – – –
KTA
2016
Keeley-Teton Advisors
Illinois
$263K +$124 +2 +0%
DIM
2017
Delta Investment Management
California
$262K -$2.48K -40 -0.9%
B
2018
Bridgeworth
Alabama
$262K +$11.1K +178 +4%
LSC
2019
Lesa Sroufe & Co
Washington
$261K – – –
TLP
2020
Tri Locum Partners
New York
$260K +$260K +4,197 New
HVP
2021
Hudson Value Partners
Florida
$260K +$260K +4,200 New
KPCM
2022
Kings Point Capital Management
New York
$259K – – –
SW
2023
SkyOak Wealth
Michigan
$259K +$2.97K +48 +1%
SW
2024
SlateStone Wealth
Florida
$258K -$737K -11,889 -74%
TA
2025
TFG Advisers
Michigan
$258K +$4.46K +72 +2%
79 80
81
82 83