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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 %
WAM
1876
Weatherly Asset Management
California
$354K -$39.9K -639 -10%
HI
1877
Hudock Inc
Pennsylvania
$353K -$1.75K -28 -0.5%
RFO
1878
RiverGlades Family Offices
Florida
$352K – – –
BAS
1879
Brown Advisory Securities
Maryland
$351K -$812K -13,181 -70%
VWA
1880
V Wealth Advisors
Kansas
$351K -$52.7K -846 -13%
SPI
1881
Santori & Peters Inc
Pennsylvania
$350K +$2.24K +36 +0.6%
TFCP
1882
Twin Focus Capital Partners
Massachusetts
$348K +$63.7K +1,022 +22%
B
1883
Barings
North Carolina
$347K -$48.3K -774 -12%
OHIS
1884
Oak Harvest Investment Services
Texas
$347K +$10.7K +171 +3%
5L
1885
55I LLC
Massachusetts
$346K -$433K -6,962 -56%
SICM
1886
Sustainable Insight Capital Management
New York
$346K -$81.3K -1,305 -19%
GIA
1887
GHP Investment Advisors
Colorado
$346K -$76.5K -1,227 -18%
BBL
1888
Beck Bode LLC
Massachusetts
$344K +$17.8K +286 +5%
CAG
1889
Crestwood Advisors Group
Massachusetts
$344K +$27.5K +441 +9%
MWM
1890
Mattern Wealth Management
Kansas
$343K -$6.24K -100 -2%
AAA
1891
Adams Asset Advisors
Texas
$343K – – –
MRCM
1892
M&R Capital Management
New Jersey
$342K -$43.5K -700 -11%
CYG
1893
Clean Yield Group
Vermont
$342K -$7.99K -128 -2%
SMA
1894
Sage Mountain Advisors
Georgia
$341K -$83.3K -1,337 -20%
TWP
1895
Tempus Wealth Planning
California
$341K -$15.1K -243 -4%
SIMG
1896
Sonora Investment Management Group
Arizona
$341K +$341K +5,475 New
SFFS
1897
Stonehage Fleming Financial Services
Jersey
$340K +$12.2K +195 +4%
IWP
1898
Insight Wealth Partners
Texas
$340K +$340K +5,455 New
MME
1899
Meag Munich Ergo
Germany
$339K – – –
BCA
1900
Bray Capital Advisors
Florida
$338K -$985K -15,799 -74%
74 75
76
77 78