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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 %
RWM
951
RKL Wealth Management
Pennsylvania
$2.3M +$64.4K +964 +3%
FNBTCON
952
First National Bank & Trust Co of Newtown
Pennsylvania
$2.29M -$15K -225 -0.7%
FCCM
953
First City Capital Management
Georgia
$2.28M -$12.7K -190 -0.6%
LOPW
954
Live Oak Private Wealth
North Carolina
$2.28M +$405K +6,064 +22%
BIAS
955
Beacon Investment Advisory Services
New Jersey
$2.28M -$93.3K -1,396 -4%
LJAC
956
L.J. Altfest & Co
New York
$2.27M -$25.5K -381 -1%
MIM
957
MTM Investment Management
South Carolina
$2.25M +$203K +3,041 +10%
IP
958
Intellectus Partners
California
$2.23M +$118K +1,773 +6%
ANTB
959
AMG National Trust Bank
Colorado
$2.23M -$922K -13,799 -29%
CA
960
Corrado Advisors
New Jersey
$2.23M +$198K +2,970 +10%
NERM
961
New England Research & Management
Illinois
$2.22M -$23.4K -350 -1%
ET
962
Equitable Trust
Tennessee
$2.22M -$316K -4,725 -12%
IC
963
IEQ Capital
California
$2.21M +$416K +6,230 +23%
SMC
964
Smith, Moore & Co
Missouri
$2.21M -$21.2K -308 -0.9%
KCM
965
Kendall Capital Management
Maryland
$2.21M +$186K +2,780 +9%
TTWM
966
TCV Trust & Wealth Management
Virginia
$2.21M -$110K -1,660 -5%
CCG
967
Ceeto Capital Group
Florida
$2.21M – – –
BA
968
Bridgewater Advisors
New York
$2.2M +$721K +10,785 +49%
CNAM
969
Campbell Newman Asset Management
Wisconsin
$2.19M -$451K -6,750 -17%
LIM
970
Leavell Investment Management
Alabama
$2.19M – – –
KS
971
Karpas Strategies
Connecticut
$2.19M – – –
LS
972
Leelyn Smith
Illinois
$2.18M +$34.1K +510 +2%
WGCA
973
Wolf Group Capital Advisors
Virginia
$2.18M +$7.62K +114 +0.4%
CFG
974
Citizens Financial Group
Rhode Island
$2.18M +$72.4K +1,084 +3%
CAM
975
Claret Asset Management
Quebec, Canada
$2.17M +$794K +11,880 +58%
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