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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 %
PCFFS
2051
Pacific Center for Financial Services
California
$129K – – –
SQA
2052
Simon Quick Advisors
New Jersey
$128K +$10.5K +179 +9%
CA
2053
Crewe Advisors
Utah
$127K -$29.2K -498 -19%
CWM
2054
Cranbrook Wealth Management
Michigan
$126K +$13.5K +230 +12%
FWM
2055
Filbrandt Wealth Management
Wisconsin
$125K +$62.7K +1,068 +101%
FWM
2056
FSA Wealth Management
Massachusetts
$124K – – –
PB
2057
Pinnacle Bancorp
Nebraska
$124K – – –
APWA
2058
Atlas Private Wealth Advisors
New Jersey
$123K +$123K +2,093 New
GWMIA
2059
Global Wealth Management Investment Advisory
Florida
$122K -$11.5K -196 -9%
CAC
2060
Certified Advisory Corp
Florida
$122K +$6.04K +103 +5%
EI
2061
Ellevest Inc
New York
$120K +$29.3K +500 +32%
HWA
2062
Heritage Wealth Advisors
Virginia
$117K -$18.8K -320 -14%
TAIM
2063
TD Ameritrade Investment Management
Nebraska
$113K +$19.3K +329 +21%
PFO
2064
Pathstone Family Office
New Jersey
$112K +$11.8K +200 +12%
MHR
2065
Matthew Hamilton Rosenberg
$109K +$118 +2 +0.1%
CWC
2066
Carolinas Wealth Consulting
North Carolina
$109K +$109K +1,852 New
BSG
2067
Black Swift Group
Colorado
$105K – – –
BWP
2068
Baldwin Wealth Partners
Massachusetts
$102K – – –
LAS
2069
Lloyd Advisory Services
Georgia
$102K +$61.1K +1,035 +149%
AWM
2070
Apollon Wealth Management
South Carolina
$102K +$102K +1,740 New
IFAM
2071
Institutional & Family Asset Management
Colorado
$101K -$1K -17 -1%
GWS
2072
Glassman Wealth Services
Virginia
$100K -$51.1K -873 -34%
TJHA
2073
Thomas J. Herzfeld Advisors
Florida
$100K – – –
HFA
2074
Hoover Financial Advisors
Pennsylvania
$100K +$100K +1,700 New
TCM
2075
Tanaka Capital Management
New York
$99K – – –
81 82
83
84 85