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

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$324M
2
BlackRock
BlackRock
New York
$10.6B
3
Capital World Investors
Capital World Investors
California
$130M
4
Viking Global Investors
Viking Global Investors
Connecticut
$113M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$3.52B
Name Holding Trade Value Shares
Change 		Shares
Change %
BIP
2526
Blueprint Investment Partners
North Carolina
– -$243K -4,105 Closed
QI
2527
Qtron Investments
Massachusetts
– -$243K -4,100 Closed
PIA
2528
Perennial Investment Advisors
California
– -$241K -4,094 Closed
SFP
2529
Shepherd Financial Partners
Massachusetts
– -$240K -4,068 Closed
LBC
2530
Lawrence B. Cohen
– -$240K -4,052 Closed
FDS
2531
Freedom Day Solutions
Texas
– -$233K -3,936 Closed
YMRC
2532
Yorktown Management & Research Company
Virginia
– -$233K -3,930 Closed
HHGA
2533
Halbert Hargrove Global Advisors
California
– -$222K -3,751 Closed
UF
2534
Univest Financial
Pennsylvania
– -$222K -3,744 Closed
UAML
2535
US Asset Management LLC
Pennsylvania
– -$220K -3,724 Closed
SRSA
2536
S.R. Schill & Associates
Washington
– -$214K -3,612 Closed
PWM
2537
Prentice Wealth Management
New York
– -$208K -3,520 Closed
CIC
2538
Chase Investment Counsel
Virginia
– -$207K -3,510 Closed
KBFS
2539
Kohmann Bosshard Financial Services
Ohio
– -$207K -3,503 Closed
BS
2540
Banco Santander
Spain
– -$204K -3,441 Closed
CBTWT
2541
Community Bank & Trust (Waco, Texas)
Texas
– -$203K -3,424 Closed
MCM
2542
Mainstay Capital Management
Michigan
– -$202K -3,406 Closed
FWM
2543
FFT Wealth Management
Pennsylvania
– -$202K -3,406 Closed
MIM
2544
Moseley Investment Management
Florida
– -$201K -3,380 Closed
RIA
2545
RPG Investment Advisory
California
– -$193K -3,255 Closed
FCM
2546
Firestone Capital Management
Florida
– -$204K -3,057 Closed
AL
2547
ADE LLC
Maryland
– -$144K -2,430 Closed
CFA
2548
Cahill Financial Advisors
Minnesota
– -$139K -2,341 Closed
EWA
2549
Evolution Wealth Advisors
Florida
– -$135K -2,289 Closed
CCM
2550
Carderock Capital Management
Maryland
– -$130K -2,205 Closed
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