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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 %
AIA
1801
Angeles Investment Advisors
California
$403K +$34.8K +558 +9%
KFA
1802
Krane Funds Advisors
New York
$402K -$50.8K -814 -11%
SNBOSCI
1803
Security National Bank of Sioux City Iowa
Iowa
$402K – – –
KWMG
1804
King Wealth Management Group
Florida
$402K +$249 +4 +0.1%
TWA
1805
TCI Wealth Advisors
Arizona
$400K -$43.6K -698 -10%
LA
1806
Legacy Advisors
Pennsylvania
$400K -$26.2K -420 -6%
RWB
1807
RMR Wealth Builders
New Jersey
$400K +$14.9K +238 +4%
TAM
1808
Trillium Asset Management
Massachusetts
$399K -$16.9K -271 -4%
CAM
1809
Cozad Asset Management
Illinois
$399K -$7.23K -116 -2%
TFO
1810
Tarbox Family Office
California
$399K -$6.42K -103 -2%
AMG
1811
Advisors Management Group
Wisconsin
$399K +$16.9K +271 +4%
JC
1812
JB Capital
Connecticut
$397K -$18.8K -302 -5%
SFG
1813
SNS Financial Group
Minnesota
$397K -$12.1K -195 -3%
BCM
1814
Becker Capital Management
Oregon
$397K +$60.9K +978 +18%
BFG
1815
Berger Financial Group
Minnesota
$397K +$160K +2,564 +68%
APW
1816
Aurora Private Wealth
New Jersey
$396K -$984K -15,764 -71%
FCA
1817
FLC Capital Advisors
California
$395K – – –
BFC
1818
Bedel Financial Consulting
Indiana
$394K -$17.6K -283 -4%
IP
1819
Ignite Planners
California
$393K +$393K +6,058 New
SSW
1820
Smith Shellnut Wilson
Mississippi
$392K +$8.17K +131 +2%
SAA
1821
Southeast Asset Advisors
Georgia
$391K -$43.3K -695 -10%
CBOR
1822
Community Bank of Raymore
Missouri
$391K – – –
HCM
1823
Hall Capital Management
Rhode Island
$391K – – –
FPS
1824
Fieldpoint Private Securities
Connecticut
$390K -$82K -1,315 -17%
FA
1825
Fortis Advisors
Pennsylvania
$390K +$203K +3,262 +109%
71 72
73
74 75