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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 %
BHWM
976
Bar Harbor Wealth Management
New Hampshire
$2.17M -$41.4K -620 -2%
PPWP
977
Proquility Private Wealth Partners
Nevada
$2.17M -$476K -7,127 -18%
EFS
978
Essex Financial Services
Connecticut
$2.17M – – –
OAM
979
Origin Asset Management
United Kingdom
$2.16M – – –
FAM
980
Fred Alger Management
New York
$2.15M – – –
SLA
981
Silver Lake Advisory
Utah
$2.14M -$60.6K -874 -3%
III
982
Independent Investors Inc
New York
$2.12M +$2.54K +38 +0.1%
PNC
983
Park National Corp
Ohio
$2.12M -$96.5K -1,444 -4%
TCMG
984
TSP Capital Management Group
New Jersey
$2.12M -$2.15M -33,993 Closed
SCA
985
Sippican Capital Advisors
Massachusetts
$2.12M -$61.7K -924 -3%
SSA
986
South Street Advisors
New York
$2.12M +$2.12M +31,685 New
GWM
987
GSB Wealth Management
Connecticut
$2.11M +$129K +1,930 +7%
Fiera Capital (Canada)
988
Fiera Capital (Canada)
Quebec, Canada
$2.1M +$1.64M +24,533 +358%
BP
989
Ballentine Partners
Massachusetts
$2.09M +$3.41K +51 +0.2%
TC
990
TwinBeech Capital
New York
$2.09M -$409K -6,121 -16%
BU
991
BBVA USA
Alabama
$2.08M +$2.08M +31,178 New
HB
992
Homrich & Berg
Georgia
$2.08M +$74.2K +1,111 +4%
AAM
993
Auxier Asset Management
Oregon
$2.08M -$36K -539 -2%
CH
994
Canton Hathaway
Rhode Island
$2.07M -$56.1K -839 -3%
HIP
995
HUB Investment Partners
Texas
$2.07M +$343K +5,137 +20%
EGM
996
Engineers Gate Manager
New York
$2.07M -$2.66M -39,797 -56%
SLT
997
St Louis Trust
Missouri
$2.07M – – –
MJRIC
998
Mogy Joel R Investment Counsel
California
$2.06M – – –
BC
999
Burleson & Co
California
$2.06M -$334 -5 -0%
Carson Wealth (CWM LLC)
1000
Carson Wealth (CWM LLC)
Nebraska
$2.06M – – –
38 39
40
41 42