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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 %
GF
1226
Gries Financial
Ohio
$1.31M – – –
QPWM
1227
Quadrant Private Wealth Management
Pennsylvania
$1.31M +$58.3K +873 +5%
NCM
1228
Neumann Capital Management
California
$1.31M +$26.7K +400 +2%
FMTCOCP
1229
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.3M -$19.7K -295 -1%
EI
1230
Ethic Inc
New York
$1.3M +$243K +3,638 +23%
LIA
1231
LS Investment Advisors
Michigan
$1.3M -$4.86M -72,732 -79%
CCA
1232
Checchi Capital Advisers
California
$1.3M +$10.2K +152 +0.8%
RHP
1233
Royal Harbor Partners
Texas
$1.3M +$38.8K +581 +3%
AWC
1234
Abundance Wealth Counselors
Pennsylvania
$1.3M +$1.22M +18,245 +1,520%
BB
1235
Bell Bank
North Dakota
$1.3M – – –
KWA
1236
KCS Wealth Advisory
California
$1.3M +$161K +2,409 +14%
FHA
1237
First Horizon Advisors
Tennessee
$1.3M -$105K -1,576 -8%
AB
1238
Atlas Brown
Kentucky
$1.29M +$160K +2,391 +14%
ACM
1239
Adalta Capital Management
New York
$1.29M – – –
EP
1240
Edgestream Partners
New Jersey
$1.28M +$1.07M +15,937 +501%
HP
1241
Hikari Power
Japan
$1.27M +$518K +7,760 +69%
GD
1242
Grandfield & Dodd
New York
$1.27M +$18.8K +281 +2%
ARMC
1243
American Research & Management Company
Massachusetts
$1.27M -$332K -4,970 -21%
EM
1244
Excalibur Management
Massachusetts
$1.27M +$13.4K +200 +1%
AMIM
1245
Aull & Monroe Investment Management
Alabama
$1.27M +$22.1K +330 +2%
BPCE
1246
Bank Pictet & Cie (Europe)
Germany
$1.26M -$80.4K -1,204 -6%
RWP
1247
RWA Wealth Partners
Massachusetts
$1.26M +$38.5K +577 +3%
RIA
1248
Realta Investment Advisors
Delaware
$1.26M -$27.8K -416 -2%
PGWM
1249
Parisi Gray Wealth Management
New Jersey
$1.26M +$14.1K +211 +1%
CA
1250
Cornerstone Advisory
Maryland
$1.26M +$277K +4,142 +28%
48 49
50
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