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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 %
IIM
1126
Ipswich Investment Management
Massachusetts
$1.61M +$7.42K +111 +0.5%
RWM
1127
RBA Wealth Management
California
$1.6M -$112K -1,671 -7%
PFC
1128
Poplar Forest Capital
California
$1.6M – – –
HFA
1129
HC Financial Advisors
California
$1.6M +$43.4K +650 +3%
SIG
1130
Sky Investment Group
Connecticut
$1.6M +$28.1K +420 +2%
MMG
1131
Monetary Management Group
Missouri
$1.6M -$833K -12,470 -34%
EWA
1132
Exencial Wealth Advisors
Oklahoma
$1.6M -$23.7K -355 -1%
LIM
1133
Longfellow Investment Management
Massachusetts
$1.6M -$651K -9,739 -29%
IB
1134
Intrust Bank
Kansas
$1.6M -$63.3K -947 -4%
TPA
1135
Trivium Point Advisory
Connecticut
$1.59M -$168K -2,513 -10%
BWM
1136
Buckley Wealth Management
Nevada
$1.59M – – –
SIM
1137
Sterling Investment Management
Arizona
$1.59M +$68.6K +1,026 +5%
HVIA
1138
Hudson Valley Investment Advisors
New York
$1.59M -$76.8K -1,150 -5%
BIM
1139
Bridges Investment Management
Nebraska
$1.59M -$16.7K -250 -1%
PFS
1140
Prospera Financial Services
Texas
$1.58M +$320K +4,784 +25%
CCA
1141
Cobblestone Capital Advisors
New York
$1.58M -$198K -2,970 -11%
APW
1142
Aurora Private Wealth
New Jersey
$1.58M +$89K +1,332 +6%
LB
1143
Legacy Bridge
Iowa
$1.57M -$70.1K -1,050 -4%
KA
1144
Kercheville Advisors
Texas
$1.57M +$17.2K +258 +1%
CL
1145
COWA LLC
Oklahoma
$1.57M -$16.5K -248 -1%
CGL
1146
Clarius Group LLC
Washington
$1.56M +$26.6K +398 +2%
JWCA
1147
J.W. Coons Advisors
Ohio
$1.56M +$40.1K +600 +3%
CC
1148
Cypress Capital
Tennessee
$1.56M +$220K +3,286 +16%
BDF
1149
Balasa Dinverno & Foltz
$1.56M -$21.6K -324 -1%
TMAM
1150
Tokio Marine Asset Management
Japan
$1.56M +$9.29K +139 +0.6%
44 45
46
47 48