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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 %
PWA
2551
Phoenix Wealth Advisors
North Carolina
– -$87K -1,475 Closed
GPA
2552
Guidance Point Advisors
Massachusetts
– -$82K -1,402 Closed
APWA
2553
Atlas Private Wealth Advisors
New Jersey
– -$77K -1,308 Closed
DFCM
2554
Dark Forest Capital Management
Puerto Rico
– -$75K -1,271 Closed
MTCM
2555
Mint Tower Capital Management
Netherlands
– -$75K -1,260 Closed
KIG
2556
Kessler Investment Group
Indiana
– -$65K -1,095 Closed
KIG
2557
Kowal Investment Group
Wisconsin
– -$51K -854 Closed
CPWM
2558
Cypress Point Wealth Management
Texas
– -$43K -735 Closed
SFP
2559
Sterling Financial Planning
New Jersey
– -$40K -679 Closed
RA
2560
Resolute Advisors
California
– -$35K -595 Closed
CPC
2561
Consolidated Planning Corp
Georgia
– -$34K -580 Closed
SFPG
2562
Stonebridge Financial Planning Group
Florida
– -$30K -500 Closed
JPLA
2563
Joseph P. Lucia & Associates
New York
– -$18K -301 Closed
RTL
2564
Red Tortoise LLC
Georgia
– -$12K -163 Closed
BMD
2565
Better Money Decisions
New Mexico
– -$9K -150 Closed
DWA
2566
Delos Wealth Advisors
Texas
– -$6K -100 Closed
IWA
2567
IBEX Wealth Advisors
New Jersey
– -$6K -96 Closed
TWP
2568
TFO Wealth Partners
Ohio
– -$3K -50 Closed
ARIS
2569
Advanced Research Investment Solutions
California
– -$2.74K -46 Closed
CAC
2570
Certified Advisory Corp
Florida
– -$2K -37 Closed
GC
2571
Globeflex Capital
California
– -$2K -33 Closed
CI
2572
Cordant Inc
Oregon
– -$1K -24 Closed
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