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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 %
OPS
1376
Orion Portfolio Solutions
Nebraska
$975K +$399K +5,963 +69%
BMO
1377
Beck Mack & Oliver
New York
$973K +$304K +4,549 +45%
COF
1378
Capital One Financial
Virginia
$968K -$1.67K -25 -0.2%
CC
1379
Cornerstone Capital
California
$965K – – –
JG
1380
Jefferies Group
New York
$963K +$691K +10,338 +254%
EWM
1381
Evermay Wealth Management
Virginia
$963K -$15K -225 -2%
CCM
1382
Cohen Capital Management
California
$959K – – –
JAM
1383
Jupiter Asset Management
United Kingdom
$957K +$26K +389 +3%
EWM
1384
Elmwood Wealth Management
California
$955K +$19K +284 +2%
BFWA
1385
Benchmark Financial Wealth Advisors
Florida
$954K +$4.34K +65 +0.5%
TFS
1386
TrustCore Financial Services
Tennessee
$953K -$66.7K -999 -7%
CIC
1387
Crawford Investment Counsel
Georgia
$953K +$4.34K +65 +0.5%
HC
1388
HNP Capital
New York
$952K – – –
VRM
1389
Vectors Research Management
New York
$952K +$4.88K +73 +0.5%
VNA
1390
Valley National Advisers
Pennsylvania
$951K +$8.15K +122 +0.9%
FB
1391
Fulton Bank
Pennsylvania
$949K -$68K -1,018 -7%
KMWM
1392
Keudell/Morrison Wealth Management
Oregon
$949K -$5.95K -89 -0.6%
TYCC
1393
Texas Yale Capital Corp
Florida
$946K +$12.4K +185 +1%
VHAM
1394
Van Hulzen Asset Management
California
$946K +$180K +2,690 +23%
RWM
1395
Ritholtz Wealth Management
New York
$946K +$204K +3,048 +27%
BFM
1396
Boston Financial Management
Massachusetts
$944K – – –
WAAG
1397
Wealth Alliance Advisory Group
Kansas
$942K +$334 +5 +0%
IP
1398
Investment Partners
Ohio
$942K +$22.1K +330 +2%
I
1399
INVST
Indiana
$941K +$2.89K +43 +0.3%
PCM
1400
Prelude Capital Management
New York
$938K -$1.96M -29,332 -68%
54 55
56
57 58