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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 %
SSWG
2176
Seven Springs Wealth Group
Tennessee
$15K – – –
PW
2177
Price Wealth
Texas
$14K – – –
KFS
2178
Kelly Financial Services
Massachusetts
$13.4K -$7.46K -124 -36%
NIM
2179
NuWave Investment Management
New Jersey
$12K -$1.88M -29,774 -99%
MWA
2180
Moser Wealth Advisors
Washington
$12K – – –
MLFP
2181
MPS Loria Financial Planners
Illinois
$12K – – –
AWMS
2182
Advocacy Wealth Management Services
Georgia
$12K +$12K +200 New
ST
2183
Sageworth Trust
Pennsylvania
$11K -$1.45K -23 -12%
OAJ
2184
Ogorek Anthony Joseph
New York
$11K – – –
LF
2185
Lee Financial
Texas
$10K -$122 -2 -1%
CMA
2186
Cedar Mountain Advisors
Oregon
$10K – – –
WLPWM
2187
Walled Lake Planning & Wealth Management
Illinois
$10K +$61 +1 +0.6%
LGWM
2188
Litman Gregory Wealth Management
California
$10K +$10K +159 New
CPW
2189
Catalyst Private Wealth
California
$10K +$10K +171 New
FCAS
2190
First Command Advisory Services
Texas
$9K +$9K +147 New
SXL
2191
Summit X LLC
Missouri
$7.66K +$69 +102 +0.9%
IF
2192
Ironwood Financial
Arizona
$7K – – –
BWM
2193
BNC Wealth Management
Oregon
$7K +$7K +120 New
TI
2194
tru Independence
Oregon
$6K -$61.6M -1,027,472 -100%
RA
2195
Rational Advisors
New York
$6K -$4.89K -75 -45%
PC
2196
Permanens Capital
New York
$6K – – –
CIAS
2197
CBIZ Investment Advisory Services
Ohio
$6K -$6K – –
HS
2198
Horan Securities
United States
$6K +$5.08K +83 +553%
BCM
2199
Bourgeon Capital Management
Connecticut
$4K – – –
MAWCM
2200
Mine & Arao Wealth Creation & Management
California
$3K – – –
86 87
88
89 90