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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 %
PA
1901
Probity Advisors
Texas
$334K -$14.4K -216 -4%
HA
1902
Harbor Advisors
Florida
$334K – – –
HIC
1903
Harvey Investment Company
Kentucky
$334K – – –
NP
1904
NorthRock Partners
Minnesota
$333K +$16.8K +251 +5%
ACP
1905
Aveo Capital Partners
Colorado
$333K +$51.1K +766 +18%
EF
1906
Exeter Financial
Arizona
$332K -$3.35K -50 -1%
BFA
1907
Brendel Financial Advisors
New Hampshire
$332K – – –
CISOA
1908
Capital Investment Services of America
Wisconsin
$332K +$6.67K +100 +2%
WA1
1909
Wimmer Associates 1
California
$331K -$23.1K -345 -7%
LBC
1910
Lawrence B. Cohen
$330K – – –
ISWM
1911
Independent Solutions Wealth Management
New York
$329K +$329K +4,929 New
SWRP
1912
Summit Wealth & Retirement Planning
California
$329K -$469K -7,031 -59%
RM
1913
Resource Management
Louisiana
$327K +$26.7K +400 +9%
P
1914
&Partners
Tennessee
$326K +$3.34K +50 +1%
PRC
1915
Pearl River Capital
Michigan
$326K +$326K +4,877 New
LIM
1916
Lathrop Investment Management
Arkansas
$325K -$2.01K -30 -0.6%
CFFP
1917
Center for Financial Planning
Michigan
$325K – – –
Members Trust
1918
Members Trust
Florida
$324K -$92.4K -1,385 -22%
CCMD
1919
Cypress Capital Management (Delaware)
Delaware
$324K – – –
BP
1920
BBR Partners
New York
$324K +$10K +150 +3%
FSA
1921
Fort Sheridan Advisors
Illinois
$323K -$16.7K -250 -5%
GC
1922
Gilbert & Cook
Iowa
$323K +$6.29K +94 +2%
CFSG
1923
Clark Financial Services Group
Missouri
$323K +$12.5K +188 +4%
BAM
1924
Barrett Asset Management
New York
$321K +$41.5K +622 +15%
GFP
1925
Gryphon Financial Partners
Ohio
$321K +$58K +903 +22%
75 76
77
78 79