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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 %
BCM
826
Birmingham Capital Management
Alabama
$3.07M +$2K +30 +0.1%
AAS
827
Avantax Advisory Services
Texas
$3.06M +$196K +2,943 +7%
PFP
828
Pinnacle Financial Partners
Tennessee
$3.05M +$263K +3,929 +9%
PWA
829
Pinnacle Wealth Advisors
Tennessee
$3.05M +$3.05M +45,643 New
WCM
830
Windward Capital Management
California
$3.05M +$20.2K +302 +0.7%
CWP
831
Capital Wealth Planning
Florida
$3.03M -$20K -300 -0.7%
1SB
832
1ST Source Bank
Indiana
$3.03M +$42.3K +633 +1%
FCA
833
FinTrust Capital Advisors
South Carolina
$3.02M +$118K +1,764 +4%
KWM
834
Kingsview Wealth Management
Oregon
$3M -$89.7K -1,347 -3%
TCWM
835
Total Clarity Wealth Management
Illinois
$2.99M +$6.48K +97 +0.2%
JSC
836
Jackson Square Capital
California
$2.99M -$7.22K -108 -0.2%
HCM
837
Hodges Capital Management
Texas
$2.99M +$1.12M +16,692 +60%
PTC
838
Private Trust Company
Ohio
$2.98M -$14.4K -215 -0.5%
SWM
839
Selective Wealth Management
Virginia
$2.97M -$1M -15,035 -25%
FMBTD
840
First Midwest Bank Trust Division
Illinois
$2.97M -$171K -2,552 -5%
CIC
841
Cornercap Investment Counsel
Georgia
$2.96M +$42K +629 +1%
AOWM
842
Alpha Omega Wealth Management
Virginia
$2.94M -$33.3K -499 -1%
PFSC
843
Peoples Financial Services Corp
Pennsylvania
$2.94M -$65.2K -975 -2%
NSEDCP
844
NJ State Employees Deferred Compensation Plan
New Jersey
$2.93M – – –
PP
845
Pacifica Partners
Canada
$2.92M +$88.3K +1,335 +3%
MCM
846
McMillion Capital Management
North Carolina
$2.9M -$80.2K -1,200 -3%
DMK
847
David M. Knott
$2.9M -$535K -8,000 -16%
PAM
848
Peak Asset Management
Colorado
$2.89M +$131K +1,967 +5%
APP
849
Avantax Planning Partners
Iowa
$2.86M +$748K +11,187 +35%
CC
850
Courier Capital
New York
$2.84M +$68.2K +1,020 +2%
32 33
34
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