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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 %
PWM
1001
Perigon Wealth Management
California
$2.05M -$151K -2,255 -7%
BSW
1002
Buckingham Strategic Wealth
Missouri
$2.05M +$316K +4,727 +18%
VLKIM
1003
Van Lanschot Kempen Investment Management
Netherlands
$2.04M +$84.9K +1,271 +4%
S
1004
swisspartners
Liechtenstein
$2.04M – – –
ZIG
1005
Zurich Insurance Group
Switzerland
$2.04M +$2.04M +30,500 New
KFP
1006
KMG Fiduciary Partners
Ohio
$2.04M +$66K +988 +3%
FA
1007
FDx Advisors
Illinois
$2.03M +$575K +8,608 +40%
SEC
1008
Seven Eight Capital
New York
$2.02M +$185K +2,783 +10%
AAM
1009
Azzad Asset Management
Virginia
$2.02M +$62.5K +936 +3%
UBV
1010
United Bank (Virginia)
Virginia
$2.02M -$12.2K -183 -0.6%
CT
1011
Chicago Trust
Illinois
$2.02M +$909K +13,603 +82%
WWM
1012
Wolff Wiese Magana
California
$2.01M -$21.8K -327 -1%
NAM
1013
NTV Asset Management
West Virginia
$2.01M -$23.4K -350 -1%
MCC
1014
Malaga Cove Capital
California
$2.01M +$13.4K +200 +0.7%
MCM
1015
Mork Capital Management
California
$2.01M – – –
BFA
1016
Beaumont Financial Advisors
Massachusetts
$1.99M +$4.74K +71 +0.2%
4WM
1017
44 Wealth Management
Oregon
$1.99M -$135K -2,026 -6%
CT
1018
Coastline Trust
Rhode Island
$1.99M -$79.5K -1,190 -4%
BMA
1019
Brooks Moore & Associates
Tennessee
$1.99M +$307K +4,600 +18%
TI
1020
Tidal Investments
Wisconsin
$1.97M -$199 -3 -0%
HIC
1021
Holderness Investments Company
North Carolina
$1.97M +$9.56K +143 +0.5%
OCM
1022
Orleans Capital Management
Louisiana
$1.97M -$26.7K -400 -1%
KWM
1023
Keebeck Wealth Management
Illinois
$1.97M +$1.67M +25,000 +563%
GSBTD
1024
Glenview State Bank Trust Department
Illinois
$1.97M -$51.4K -770 -3%
PIMJS
1025
PKO Investment Management Joint-Stock
Poland
$1.96M – – –
39 40
41
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