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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 %
KRSITF
726
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.89M -$189K -2,830 -5%
BFA
727
Benedict Financial Advisors
Georgia
$3.87M +$168K +2,509 +5%
PA
728
Profund Advisors
Maryland
$3.87M +$25.5K +382 +0.7%
CFGS
729
Concourse Financial Group Securities
Alabama
$3.87M +$126K +1,892 +3%
Marshall Wace
730
Marshall Wace
United Kingdom
$3.86M -$46M -688,291 -92%
SCM
731
Shelton Capital Management
Colorado
$3.85M +$2.14M +32,000 +125%
AC
732
Asio Capital
Kentucky
$3.84M -$96.6K -1,446 -2%
ECM
733
Everence Capital Management
Indiana
$3.83M – – –
PT
734
Plimoth Trust
Massachusetts
$3.82M -$104K -1,558 -3%
PWLP
735
Prio Wealth Limited Partnership
Massachusetts
$3.79M -$251K -3,754 -6%
CRIG
736
Charter Research & Investment Group
Connecticut
$3.78M -$23.4K -350 -0.6%
First Manhattan
737
First Manhattan
New York
$3.77M -$370K -5,534 -9%
FMW
738
Farr Miller & Washington
District of Columbia
$3.76M +$117K +1,757 +3%
VWM
739
Valley Wealth Managers
New Jersey
$3.75M +$295K +4,413 +9%
BWAM
740
Boyd Watterson Asset Management
Ohio
$3.75M – – –
VIG
741
Vienna Insurance Group
Poland
$3.74M – – –
MFAM
742
Motley Fool Asset Management
Virginia
$3.74M +$455K +6,809 +14%
RBA
743
Richard Bernstein Advisors
New York
$3.74M – – –
AUB
744
Atlantic Union Bankshares
Virginia
$3.73M +$72.8K +1,090 +2%
UIC
745
Uniplan Investment Counsel
Wisconsin
$3.73M -$216K -3,228 -5%
IFWM
746
Institute for Wealth Management
Colorado
$3.72M -$39.5K -591 -1%
CCM
747
Canal Capital Management
Virginia
$3.71M +$104K +1,555 +3%
BBA
748
BLB&B Advisors
Pennsylvania
$3.69M -$77.2K -1,155 -2%
IPW
749
Inlet Private Wealth
Florida
$3.69M – – –
CCM
750
Condor Capital Management
New Jersey
$3.69M +$9.96K +149 +0.3%
28 29
30
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