BMY icon

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
+$385M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$296M
3
Primecap Management
Primecap Management
California
+$199M
4
IFP
Independent Franchise Partners
United Kingdom
+$199M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$196M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.05B
2
BlackRock
BlackRock
New York
-$456M
3
Capital World Investors
Capital World Investors
California
-$442M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$325M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCOV
501
London Company of Virginia
Virginia
$7.34M -$5.17M -82,954 -41%
KFP
502
Keystone Financial Planning
Ohio
$7.3M +$7.3M +117,124 New
Carson Wealth (CWM LLC)
503
Carson Wealth (CWM LLC)
Nebraska
$7.27M +$7.27M +116,629 New
SCA
504
Sage Capital Advisors
South Dakota
$7.26M +$1.49M +22,999 +26%
M
505
MOTCO
Texas
$7.24M +$285K +4,566 +4%
GAAM
506
Guinness Atkinson Asset Management
California
$7.23M -$201K -3,230 -3%
AI
507
Atria Investments
North Carolina
$7.13M +$1.17M +18,779 +20%
BPC
508
Banque Pictet & Cie
Switzerland
$7.11M +$4.55M +73,012 +178%
JIC
509
Johnson Investment Counsel
Ohio
$7.11M -$24.7K -396 -0.3%
VCA
510
Verdence Capital Advisors
Maryland
$7.1M +$376K +6,023 +6%
AW
511
ACG Wealth
Georgia
$7.09M -$1.59M -25,514 -18%
WT
512
Whittier Trust
California
$7.08M -$70.8K -1,135 -1%
NCM
513
Novare Capital Management
North Carolina
$7.08M -$96K -1,540 -1%
PCM
514
Parsons Capital Management
Rhode Island
$6.99M -$361K -5,782 -5%
H
515
HoyleCohen
California
$6.98M -$163K -2,608 -2%
HPCM
516
Hunter Perkins Capital Management
Illinois
$6.92M +$6.92M +110,935 New
CWM
517
Calamos Wealth Management
Illinois
$6.9M +$106K +1,698 +2%
GAM
518
Griffin Asset Management
New York
$6.88M -$1.09M -17,471 -14%
EOJOAM
519
E. Ohman J:or Asset Management
Sweden
$6.86M +$667K +10,700 +11%
NMIMC
520
Northwestern Mutual Investment Management Company
Wisconsin
$6.86M -$92K -1,475 -1%
MIM
521
Martin Investment Management
Florida
$6.84M -$662K -10,626 -9%
SWM
522
Stockman Wealth Management
Montana
$6.8M +$617K +9,894 +10%
QOP
523
Quinn Opportunity Partners
Virginia
$6.8M – – –
CB
524
Cadence Bank
Mississippi
$6.75M +$184K +2,943 +3%
NA
525
NewEdge Advisors
Louisiana
$6.73M +$3.49M +55,948 +108%
19 20
21
22 23