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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,432 hedge funds and large institutions have $98.9B invested in Bristol-Myers Squibb in 2021 Q4 according to their latest regulatory filings, with 323 funds opening new positions, 859 increasing their positions, 1,005 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,432
Holders Change
+147
Holders Change %
+6.43%
% of All Funds
37.56%
Holding in Top 10
64
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
323
Increased
859
Reduced
1,005
Closed
137
Calls
$1.95B
Puts
$1.55B
Net Calls
+$401M
Net Calls Change
+$135M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$385M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$296M
3
Primecap Management
Primecap Management
California
+$199M
4
IFP
Independent Franchise Partners
United Kingdom
+$199M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$196M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.05B
2
BlackRock
BlackRock
New York
-$456M
3
Capital World Investors
Capital World Investors
California
-$442M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$325M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
1776
Wedmont Private Capital
Pennsylvania
$422K +$422K +6,537 New
HAS
1777
HBW Advisory Services
California
$421K -$42.4K -680 -9%
CVM
1778
Cheviot Value Management
California
$421K – – –
SCM
1779
Sterneck Capital Management
Missouri
$421K +$92.2K +1,480 +28%
ICM
1780
IMS Capital Management
Oregon
$420K -$304K -4,885 -42%
ACM
1781
Antonetti Capital Management
Florida
$419K +$374 +6 +0.1%
WFAG
1782
Wescott Financial Advisory Group
Pennsylvania
$419K +$76.2K +1,223 +22%
GSEP
1783
Golden State Equity Partners
California
$418K +$25.4K +408 +6%
AWAP
1784
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$416K +$374 +6 +0.1%
ACM
1785
AlphaStar Capital Management
North Carolina
$415K -$163K -2,509 -28%
IAMOG
1786
Investors Asset Management of Georgia
Georgia
$415K – – –
SWM
1787
Sugarloaf Wealth Management
Georgia
$415K +$42.6K +683 +11%
IA
1788
Insight Advisors
Pennsylvania
$413K -$44.9K -720 -10%
FFWM
1789
Future Financial Wealth Management
Ohio
$413K +$413K +6,679 New
B
1790
Bridgeworth
Alabama
$412K +$42.2K +677 +11%
OHWP
1791
Oak Harbor Wealth Partners
North Carolina
$412K +$412K +6,613 New
RW
1792
Rede Wealth
Virginia
$411K -$10.9K -175 -3%
PWMG
1793
Pinnacle Wealth Management Group
Michigan
$411K – – –
PGA
1794
Portland Global Advisors
Maine
$408K – – –
CCA
1795
Childress Capital Advisors
Texas
$407K -$84.2K -1,351 -17%
SCM
1796
Schnieders Capital Management
California
$406K -$43.6K -700 -10%
PGIM
1797
Pacific Global Investment Management
California
$406K -$32.6K -523 -7%
EGA
1798
E&G Advisors
Texas
$405K – – –
ASFA
1799
All Season Financial Advisors
Colorado
$405K +$405K +6,491 New
BCCM
1800
Bridge Creek Capital Management
Massachusetts
$404K +$5.24K +84 +1%
70 71
72
73 74