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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 %
CAG
1551
Csenge Advisory Group
Florida
$668K -$139K -2,083 -17%
PCC
1552
Park Circle Company
Maryland
$668K +$668K +10,000 New
WWM
1553
Windsor Wealth Management
Indiana
$664K -$68.6K -1,026 -9%
FFG
1554
Frisch Financial Group
New York
$661K +$4.01K +60 +0.6%
LSAG
1555
Lake Street Advisors Group
New Hampshire
$660K -$3.95K -59 -0.6%
CFG
1556
Cooper Financial Group
California
$660K +$5.22K +78 +0.8%
GWI
1557
Grace & White Inc
New York
$658K – – –
APG
1558
Abacus Planning Group
South Carolina
$657K -$26.7K -399 -4%
TWM
1559
Tradition Wealth Management
Minnesota
$657K +$17.2K +257 +3%
SAM
1560
SP Asset Management
California
$655K +$135 +2 +0%
BFPW
1561
BOK Financial Private Wealth
Colorado
$648K +$214K +3,205 +49%
AF
1562
Allworth Financial
California
$645K -$98.2K -1,469 -13%
BPB
1563
Badgley, Phelps & Bell
Washington
$644K +$94.7K +1,417 +17%
SFG
1564
Summit Financial Group
West Virginia
$643K +$18K +270 +3%
EIP
1565
Ellis Investment Partners
Pennsylvania
$643K +$41.2K +617 +7%
CA
1566
CapWealth Advisors
Tennessee
$642K – – –
TCCM
1567
Timber Creek Capital Management
Massachusetts
$636K -$352K -5,275 -36%
BHC
1568
Bowen Hanes & Co
Florida
$634K – – –
NC
1569
NewSquare Capital
Pennsylvania
$634K +$7.69K +115 +1%
IIM
1570
Ironwood Investment Management
Massachusetts
$631K – – –
LHC
1571
Little House Capital
Massachusetts
$630K +$630K +9,435 New
BWM
1572
BigSur Wealth Management
Florida
$628K -$110K -1,650 -15%
AIM
1573
Aspen Investment Management
Michigan
$627K – – –
TA
1574
Tiedemann Advisors
New York
$626K -$25.6K -383 -4%
CPO
1575
Cerity Partners OCIO
New York
$623K -$212K -3,171 -25%
61 62
63
64 65