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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 %
Financial Engines Advisors
1926
Financial Engines Advisors
California
$319K -$109K -1,627 -25%
VCM
1927
Vivaldi Capital Management
Illinois
$319K -$16.2K -240 -5%
MPW
1928
Monterey Private Wealth
California
$318K +$31.7K +475 +11%
SIA
1929
Soltis Investment Advisors
Utah
$317K +$100K +1,495 +46%
CF
1930
Corrigan Financial
Rhode Island
$315K -$6.88K -103 -2%
TWM
1931
TriaGen Wealth Management
California
$315K -$237K -3,491 -43%
BW
1932
Bison Wealth
Georgia
$315K +$28.6K +427 +10%
FIA
1933
Foundations Investment Advisors
Arizona
$314K +$314K +4,678 New
ESBC
1934
E.S. Barr & Co
Kentucky
$314K +$314K +4,700 New
FBFS
1935
First Business Financial Services
Wisconsin
$314K +$314K +4,700 New
CAG
1936
Crestwood Advisors Group
Massachusetts
$312K -$104K -1,550 -25%
AAP
1937
Arax Advisory Partners
Colorado
$312K +$312K +4,666 New
DC
1938
DeDora Capital
California
$311K -$7.9K -118 -2%
TFA
1939
Tranquilli Financial Advisor
New Jersey
$310K – – –
WBC
1940
West Branch Capital
Massachusetts
$309K +$802 +12 +0.3%
SAM
1941
Satovsky Asset Management
New York
$309K +$309K +4,621 New
WHG
1942
Westwood Holdings Group
Texas
$308K +$21.8K +326 +8%
FMC
1943
First Merchants Corp
Indiana
$306K -$1.78M -26,689 -85%
ANBT
1944
American National Bank & Trust
Texas
$306K -$20.7K -310 -6%
EA
1945
Elm Advisors
California
$306K – – –
WA
1946
Waverly Advisors
Alabama
$306K +$17.8K +263 +6%
DAM
1947
Doheny Asset Management
California
$305K – – –
GAM
1948
Gotham Asset Management
New York
$305K +$305K +4,563 New
WP
1949
Waycross Partners
Kentucky
$304K – – –
GP
1950
Girard Partners
Pennsylvania
$303K -$44.5K -667 -13%
76 77
78
79 80