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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 %
RFMS
1051
RWQ Financial Management Services
Florida
$1.84M -$832K -12,450 -31%
WI
1052
Wintrust Investments
Illinois
$1.84M -$12.9K -193 -0.7%
9WM
1053
9258 Wealth Management
Ohio
$1.84M +$25.7K +384 +1%
MCM
1054
Manchester Capital Management
Vermont
$1.84M – – –
WIC
1055
Woodmont Investment Counsel
Tennessee
$1.83M +$130K +1,943 +8%
DBG
1056
De Burlo Group
Massachusetts
$1.82M – – –
CG
1057
Castellan Group
Kentucky
$1.82M +$160K +2,400 +10%
RCA
1058
Resonant Capital Advisors
Wisconsin
$1.81M +$36.4K +545 +2%
MCAI
1059
Members Capital Advisors Inc
Wisconsin
$1.8M – – –
JCM
1060
Janney Capital Management
Pennsylvania
$1.8M +$31.1K +465 +2%
GW
1061
GW & Wade
Massachusetts
$1.8M -$23.5K -352 -1%
JWCA
1062
J.W. Cole Advisors
Florida
$1.8M -$288K -4,308 -14%
RMCM
1063
Reynders McVeigh Capital Management
Massachusetts
$1.8M -$116K -1,730 -6%
RG
1064
Rathbones Group
United Kingdom
$1.8M -$38.1K -570 -2%
CIA
1065
Cascade Investment Advisors
Oregon
$1.79M -$1.67K -25 -0.1%
PWA
1066
Providence Wealth Advisors
Illinois
$1.79M -$14.7K -221 -0.8%
WT
1067
Washington Trust
Rhode Island
$1.79M -$533K -7,971 -23%
CCIA
1068
Cherry Creek Investment Advisors
Colorado
$1.78M +$1.78M +26,691 New
MAM
1069
Mastrapasqua Asset Management
Tennessee
$1.78M +$147K +2,205 +9%
GGS
1070
Galvin Gaustad & Stein
Arizona
$1.78M +$401 +6 +0%
EF
1071
Empirical Finance
Pennsylvania
$1.77M +$245K +3,670 +16%
IWC
1072
Integrated Wealth Concepts
Massachusetts
$1.77M -$81.4K -1,218 -4%
MVA
1073
Mount Vernon Associates
Maryland
$1.77M – – –
VFA
1074
Valeo Financial Advisors
Indiana
$1.76M -$173K -4,432 -9%
JIM
1075
Jensen Investment Management
Oregon
$1.76M -$53.4K -800 -3%
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