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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 %
EI
2076
Ellevest Inc
New York
$128K +$4.81K +80 +4%
CPA
2077
Cowen Prime Advisors
New York
$127K – – –
AWM
2078
Adams Wealth Management
Utah
$124K +$124K +2,062 New
M
2079
Mirova
France
$120K -$40.8K -676 -25%
APWA
2080
Atlas Private Wealth Advisors
New Jersey
$120K -$6.02K -100 -5%
LAS
2081
Lloyd Advisory Services
Georgia
$120K +$15.7K +261 +15%
CWC
2082
Carolinas Wealth Consulting
North Carolina
$117K +$5.08K +84 +5%
SAM
2083
Security Asset Management
New York
$116K -$137K -2,263 -54%
PB
2084
Pinnacle Bancorp
Nebraska
$116K -$11.1K -185 -9%
CWM
2085
Cranbrook Wealth Management
Michigan
$115K -$13.9K -230 -11%
JWA
2086
JFS Wealth Advisors
Pennsylvania
$114K +$12.5K +208 +12%
EWA
2087
Evolution Wealth Advisors
Florida
$112K +$33.5K +555 +43%
CFO
2088
CVA Family Office
Colorado
$109K +$43.1K +713 +65%
MHR
2089
Matthew Hamilton Rosenberg
$108K -$3.63K -60 -3%
JC
2090
JBF Capital
Colorado
$108K +$19.6K +8,710 +22%
TJHA
2091
Thomas J. Herzfeld Advisors
Florida
$99K – – –
CAGAS
2092
Capital Advisory Group Advisory Services
Minnesota
$99K +$35.6K +593 +56%
IFAM
2093
Institutional & Family Asset Management
Colorado
$98K -$4.93K -82 -5%
MCM
2094
MV Capital Management
Maryland
$98K – – –
TCM
2095
Tanaka Capital Management
New York
$97K -$4.23K -70 -4%
PCTC
2096
Perkins Coie Trust Company
Washington
$96K -$116K -1,920 -55%
FPFS
2097
First Personal Financial Services
North Carolina
$95K -$4.51K -75 -5%
MFT
2098
Moisand Fitzgerald Tamayo
Florida
$93K -$1.03K -17 -1%
SIS
2099
Sound Income Strategies
Florida
$93K +$121 +2 +0.1%
AIA
2100
Arcadia Investment Advisors
Idaho
$92.4K +$8.02K +133 +10%
82 83
84
85 86