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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 %
HA
1851
Hamel Associates
New Jersey
$376K -$45.1K -724 -11%
PA
1852
Probity Advisors
Texas
$376K +$44.3K +711 +13%
CFO
1853
Collective Family Office
Pennsylvania
$374K -$33K -529 -8%
PCM
1854
Perritt Capital Management
Illinois
$374K +$623 +10 +0.2%
GFS
1855
GYL Financial Synergies
Connecticut
$374K +$70.1K +1,123 +23%
LSA
1856
L & S Advisors
California
$371K -$11.7K -187 -3%
GWSG
1857
GPS Wealth Strategies Group
Colorado
$369K +$17.3K +277 +5%
KPW
1858
Kore Private Wealth
New York
$369K +$19.5K +313 +6%
TIA
1859
Tiemann Investment Advisors
California
$368K -$19.9K -320 -5%
IGGA
1860
Iron Gate Global Advisors
Utah
$367K – – –
MC
1861
Manteio Capital
New Jersey
$366K +$366K +5,864 New
MIC
1862
Meridian Investment Counsel
California
$365K – – –
GWCM
1863
Godshalk Welsh Capital Management
Pennsylvania
$365K – – –
CTA
1864
Colonial Trust Advisors
South Carolina
$363K -$54.4K -873 -13%
GC
1865
Gratus Capital
Georgia
$363K -$41.5K -666 -10%
PPW
1866
Parcion Private Wealth
Washington
$362K +$65 +1 +0%
SCM
1867
Southport Capital Management
Tennessee
$360K +$12.1K +195 +3%
DS
1868
DRW Securities
Illinois
$360K +$360K +5,771 New
OMC
1869
Overbrook Management Corp
New York
$358K – – –
WA
1870
Waverly Advisors
Alabama
$358K +$51.8K +775 +17%
PFO
1871
Pathstone Family Office
New Jersey
$357K -$167K -2,674 -32%
BWA
1872
Burt Wealth Advisors
Maryland
$357K -$41.5K -665 -10%
BWFA
1873
Baltimore-Washington Financial Advisors
Maryland
$356K -$330K -5,592 Closed
MFW
1874
Mosaic Family Wealth
Missouri
$355K -$46.8K -751 -12%
CIP
1875
Convergence Investment Partners
Florida
$355K -$17.5K -280 -5%
73 74
75
76 77