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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 %
TRCT
701
Tower Research Capital (TRC)
New York
$4.19M -$11.7M -175,736 -74%
ECM
702
EagleClaw Capital Management
Massachusetts
$4.19M +$254K +3,800 +6%
EIA
703
Eastover Investment Advisors
North Carolina
$4.18M +$242K +3,619 +6%
LNWWM
704
Laird Norton Wetherby Wealth Management
California
$4.17M +$182K +2,729 +5%
SNT
705
Security National Trust
West Virginia
$4.16M -$71.8K -1,075 -2%
WAOTB
706
Wealth Advisors of Tampa Bay
Florida
$4.16M +$13.5K +202 +0.3%
FF
707
FourThought Financial
Florida
$4.16M +$665K +9,949 +19%
CCM
708
Compton Capital Management
Rhode Island
$4.15M -$73.5K -1,100 -2%
HWAM
709
Hennion & Walsh Asset Management
New Jersey
$4.14M +$519K +7,759 +14%
IA
710
Icon Advisers
Colorado
$4.11M – – –
AFM
711
Andesa Financial Management
Pennsylvania
$4.06M +$3.63M +54,456 +856%
SFI
712
Siemens Fonds Invest
Germany
$4.03M -$6.51M -97,457 -62%
AFG
713
American Financial Group
Ohio
$4.01M – – –
AF
714
Ally Financial
Michigan
$4.01M – – –
FP
715
Factorial Partners
New York
$4.01M – – –
AAM
716
AR Asset Management
California
$4M – – –
NFC
717
Northeast Financial Consultants
Connecticut
$3.99M +$62.6K +937 +2%
RIM
718
Redpoint Investment Management
Australia
$3.97M – – –
MWM
719
Meridian Wealth Management
Kentucky
$3.96M -$212K -3,171 -5%
FAB
720
First American Bank
Illinois
$3.93M -$104K -1,562 -3%
HAG
721
HighPoint Advisor Group
Illinois
$3.93M +$701K +10,495 +22%
WTFG
722
Wells Trecaso Financial Group
Ohio
$3.92M +$203K +3,035 +5%
BO
723
Bank OZK
Arkansas
$3.91M +$43.4K +649 +1%
TGAM
724
TBH Global Asset Management
Tennessee
$3.9M +$58.1K +870 +2%
Barrow, Hanley, Mewhinney & Strauss
725
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.9M -$243K -3,632 -6%
27 28
29
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