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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 %
PA
1901
PFG Advisors
Arizona
$338K -$52.4K -840 -13%
RP
1902
Riverbridge Partners
Minnesota
$338K – – –
HCA
1903
Heck Capital Advisors
Wisconsin
$337K -$228K -3,662 -40%
ARC
1904
Advisor Resource Council
Texas
$336K +$336K +5,389 New
PHIC
1905
Pine Haven Investment Counsel
Massachusetts
$335K +$335K +5,371 New
BAM
1906
Barrett Asset Management
New York
$333K +$24.8K +398 +8%
AA
1907
Apriem Advisors
California
$332K -$40.4K -648 -11%
MWA
1908
Meridian Wealth Advisors
Texas
$332K -$5.3K -85 -2%
RCA
1909
Ranch Capital Advisors
Florida
$332K +$62 +1 +0%
CM
1910
CastleKnight Management
New York
$330K +$330K +5,300 New
MGIM
1911
M&G Investment Management
United Kingdom
$329K +$52K +838,173 +19%
HCM
1912
HMS Capital Management
Tennessee
$329K -$28.1K -450 -8%
IAS
1913
IMA Advisory Services
Colorado
$329K – – –
PCP
1914
Proficio Capital Partners
Massachusetts
$328K -$41.9K -671 -11%
CWM
1915
Cahaba Wealth Management
Georgia
$328K +$92.4K +1,481 +39%
SCFS
1916
S.C. Financial Services
Arizona
$328K +$328K +5,077 New
LAM
1917
L2 Asset Management
Massachusetts
$328K +$328K +5,256 New
OPCM
1918
Osborne Partners Capital Management
California
$327K -$79.4K -1,275 -20%
CM
1919
Columbus Macro
Pennsylvania
$326K -$21.2K -340 -6%
JSW
1920
Journey Strategic Wealth
New Jersey
$326K +$326K +5,226 New
MA
1921
MONECO Advisors
Connecticut
$323K -$18.2K -284 -5%
AO
1922
Advisor OS
Illinois
$323K -$3.23K -52 -1%
EF
1923
Exeter Financial
Arizona
$323K – – –
OBWG
1924
Onyx Bridge Wealth Group
New York
$321K +$59.9K +969 +23%
FG
1925
Foster Group
Iowa
$319K -$3.8K -61 -1%
75 76
77
78 79