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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 %
BWP
1576
BSW Wealth Partners
Colorado
$623K -$15.8K -236 -2%
C
1577
Certuity
Florida
$621K -$84K -1,257 -12%
HPWM
1578
Highland Private Wealth Management
Washington
$621K +$535 +8 +0.1%
IC
1579
Inverness Counsel
New York
$618K -$21.7K -325 -3%
HFG
1580
Heron Financial Group
New York
$618K -$9.01K -135 -1%
HCA
1581
Heck Capital Advisors
Wisconsin
$616K +$7.35K +110 +1%
MCM
1582
Maple Capital Management
Vermont
$615K +$9.58K +142 +2%
GL
1583
Graypoint LLC
New York
$615K +$51.9K +776 +9%
BHBT
1584
Burke & Herbert Bank & Trust
Virginia
$613K -$401 -6 -0.1%
WIA
1585
Westbourne Investment Advisors
Maryland
$612K -$13.4K -200 -2%
BFC
1586
Blue Fin Capital
Rhode Island
$611K -$21.4K -320 -3%
SIAG
1587
Signet Investment Advisory Group
Rhode Island
$610K -$19.4K -290 -3%
AWM
1588
Apollon Wealth Management
South Carolina
$607K -$99.1K -1,482 -14%
FNBOO
1589
First National Bank of Omaha
Nebraska
$607K – – –
CWP
1590
Concord Wealth Partners
Virginia
$607K +$26.1K +391 +4%
WMA
1591
Wealth Management Associates
New Jersey
$607K +$75K +1,122 +14%
LC
1592
LCNB Corp
Ohio
$606K +$6.68K +100 +1%
AWM
1593
Altavista Wealth Management
North Carolina
$605K – – –
ODCM
1594
Old Dominion Capital Management
Virginia
$603K +$3.74K +56 +0.6%
CICI
1595
Capital Investment Counsel Inc
North Carolina
$602K – – –
CAM
1596
Columbia Asset Management
Michigan
$601K -$321K -4,810 -35%
VCM
1597
Virtue Capital Management
Tennessee
$601K -$40.1K -601 -6%
BL
1598
Balentine LLC
Georgia
$601K +$38.8K +581 +7%
CSA
1599
Cottage Street Advisors
Massachusetts
$600K +$2.47K +37 +0.4%
CRI
1600
Colonial River Investments
Virginia
$600K +$17.1K +256 +3%
62 63
64
65 66