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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,432 hedge funds and large institutions have $98.9B invested in Bristol-Myers Squibb in 2021 Q4 according to their latest regulatory filings, with 323 funds opening new positions, 859 increasing their positions, 1,005 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,432
Holders Change
+147
Holders Change %
+6.43%
% of All Funds
37.56%
Holding in Top 10
64
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
323
Increased
859
Reduced
1,005
Closed
137
Calls
$1.95B
Puts
$1.55B
Net Calls
+$401M
Net Calls Change
+$135M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.72B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.13B
3
Primecap Management
3
Primecap Management
California
$1.38B
4
IFP
4
Independent Franchise Partners
United Kingdom
$986M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$1.14B

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$324M
2
BlackRock
2
BlackRock
New York
$10.6B
3
Capital World Investors
3
Capital World Investors
California
$130M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$113M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.52B
Name Holding Trade Value Shares
Change 		Shares
Change %
JAM
2501
Jupiter Asset Management
United Kingdom
– -$473K -8,000 Closed
GRP
2502
Global Retirement Partners
California
– -$468K -7,913 Closed
MC
2503
Machina Capital
France
– -$435K -7,348 Closed
LIP
2504
Liontrust Investment Partners
United Kingdom
– -$426K -7,200 Closed
BOS
2505
Bingham Osborn & Scarborough
California
– -$418K -7,062 Closed
MA
2506
MCF Advisors
Kentucky
– -$413K -6,985 Closed
TC
2507
Toews Corporation
New Jersey
– -$402K -6,800 Closed
DA
2508
DCM Advisors
New York
– -$402K -6,798 Closed
PWS
2509
Precision Wealth Strategies
Missouri
– -$377K -6,369 Closed
LP
2510
LMR Partners
United Kingdom
– -$371K -6,265 Closed
ISWM
2511
Independent Solutions Wealth Management
New York
– -$351K -5,929 Closed
GSIS
2512
Global Strategic Investment Solutions
Arizona
– -$317K -5,361 Closed
ER
2513
Enlightenment Research
Florida
– -$314K -5,300 Closed
SXL
2514
Summit X LLC
Missouri
– -$303K -5,015 Closed
MFS
2515
Mirabella Financial Services
United Kingdom
– -$289K -4,884 Closed
NAS
2516
Nicolet Advisory Services
Wisconsin
– -$286K -4,795 Closed
AGM
2517
Alpine Global Management
New York
– -$274K -4,623 Closed
DC
2518
DeDora Capital
California
– -$273K -4,621 Closed
LWA
2519
Lineweaver Wealth Advisors
Ohio
– -$268K -4,533 Closed
AHC
2520
Adell Harriman & Carpenter
Texas
– -$262K -4,424 Closed
AI
2521
ArchPoint Investors
Florida
– -$263K -4,402 Closed
BCM
2522
Brown Capital Management
Maryland
– -$260K -4,394 Closed
Q
2523
QVR
California
– -$251K -4,246 Closed
CASB
2524
Cape Ann Savings Bank
Massachusetts
– -$247K -4,174 Closed
GDP
2525
Great Diamond Partners
Maine
– -$245K -4,144 Closed
99 100
101
102 103