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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,361 hedge funds and large institutions have $108B invested in Bristol-Myers Squibb in 2021 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 958 increasing their positions, 952 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,361
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
41.22%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.26%
New
146
Increased
958
Reduced
952
Closed
112
Calls
$1.47B
Puts
$1.06B
Net Calls
+$411M
Net Calls Change
+$299M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$596M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$485M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$409M
4
IFP
Independent Franchise Partners
United Kingdom
+$219M
5
Two Sigma Investments
Two Sigma Investments
New York
+$206M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$455M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$317M
3
Bank of America
Bank of America
North Carolina
-$300M
4
Franklin Resources
Franklin Resources
California
-$243M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
MME
676
Meag Munich Ergo
Germany
$4.49M -$188K -2,811 -4%
CCP
677
Corient Capital Partners
California
$4.48M -$20.6K -309 -0.5%
FIM
678
Freedom Investment Management
Connecticut
$4.47M -$77.4K -1,159 -2%
CHAM
679
Clear Harbor Asset Management
Connecticut
$4.45M -$587K -8,784 -12%
BFS
680
Bard Financial Services
Connecticut
$4.43M -$16.7K -250 -0.4%
S
681
Surevest
California
$4.43M -$189K -2,835 -4%
DAM
682
Delta Asset Management
Tennessee
$4.42M +$38.9K +582 +0.9%
FIB
683
First Interstate Bank
Montana
$4.41M +$4.41M +65,988 New
PCM
684
Princeton Capital Management
New Jersey
$4.38M +$22.2K +332 +0.5%
AWM
685
Avitas Wealth Management
California
$4.38M +$182K +2,730 +4%
BFS
686
Bradley Foster & Sargent
Connecticut
$4.38M -$287K -4,288 -6%
ISB
687
Iowa State Bank
Iowa
$4.37M -$30.7K -460 -0.7%
CWM
688
CMH Wealth Management
New Hampshire
$4.36M -$1.79M -26,736 -29%
AIS
689
AM Investment Strategies
Tennessee
$4.34M -$3.07K -46 -0.1%
RFM
690
Royal Fund Management
Florida
$4.34M +$125K +1,873 +3%
IHL
691
Investment House LLC
California
$4.33M +$347K +5,195 +9%
FHC
692
First Horizon Corporation
Tennessee
$4.31M +$11.1K +166 +0.3%
HI
693
Harbour Investments
Wisconsin
$4.3M +$303K +4,531 +8%
AMI
694
Amica Mutual Insurance
Rhode Island
$4.27M – – –
PAA
695
Peregrine Asset Advisers
Oregon
$4.26M +$4.26M +63,764 New
AAS
696
Annex Advisory Services
Wisconsin
$4.22M +$236K +3,532 +6%
MAFM
697
Mid Atlantic Financial Management
Pennsylvania
$4.22M -$206K -3,088 -5%
KA
698
Kintegral Advisory
New York
$4.21M – – –
IRF
699
IBM Retirement Fund
New York
$4.21M -$948K -14,189 -18%
CSS
700
Cubist Systematic Strategies
Connecticut
$4.19M -$14.8M -221,342 -78%
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