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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 %
GWS
2101
Glassman Wealth Services
Virginia
$91K -$11.9K -198 -12%
TIM
2102
Tortoise Investment Management
New York
$91K – – –
FMP
2103
Financial Management Professionals
Texas
$91K +$422 +7 +0.5%
FWC
2104
First Washington Corp
Washington
$90K – – –
CFG
2105
CKW Financial Group
Hawaii
$90K – – –
BWL
2106
Bogart Wealth LLC
Virginia
$90K – – –
TVWM
2107
Tower View Wealth Management
Wisconsin
$90K +$301 +5 +0.3%
FFW
2108
Fusion Family Wealth
New York
$88K – – –
JWM
2109
Janiczek Wealth Management
Colorado
$86K +$15.4K +255 +22%
SLF
2110
Sun Life Financial
Ontario, Canada
$81K -$3.01K -50 -4%
CFN
2111
Cordasco Financial Network
Florida
$80K -$11.7K -193 -13%
MGI
2112
MayTech Global Investments
New York
$78K – – –
HWA
2113
Heritage Wealth Advisors
Virginia
$77.4K -$42.2K -700 -35%
SC
2114
Solstein Capital
California
$75K – – –
IRAG
2115
Investment Research & Advisory Group
Georgia
$71K – – –
EARNEST Partners
2116
EARNEST Partners
Georgia
$69K – – –
TFGT
2117
TS Financial Group (TSFG)
Illinois
$69K +$180 +3 +0.3%
AA
2118
Advisory Alpha
Michigan
$67K +$67K +1,103 New
SA
2119
SRH Advisors
Kansas
$66K +$60.3K +1,000 +1,053%
DWA
2120
Dougherty Wealth Advisers
Minnesota
$65K – – –
FWM
2121
Filbrandt Wealth Management
Wisconsin
$64K -$64.4K -1,068 -50%
CT
2122
Clearstead Trust
Maine
$64K – – –
PFWA
2123
Paces Ferry Wealth Advisors
Georgia
$64K +$64K +1,061 New
LWA
2124
Lenox Wealth Advisors
New York
$61K – – –
WIM
2125
Westside Investment Management
California
$60.8K +$15.2K +2,341 +33%
83 84
85
86 87