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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 %
LJHT
1926
Laurie J. Hall Trustee
$319K – – –
FSA
1927
Fort Sheridan Advisors
Illinois
$319K +$19.2K +307 +6%
ACM
1928
Ardent Capital Management
Ohio
$318K +$318K +5,108 New
AW
1929
Avion Wealth
Texas
$317K – – –
GLA
1930
Great Lakes Advisors
Illinois
$316K -$17.1K -273 -5%
NJBEST
1931
New Jersey Better Educational Savings Trust
New Jersey
$316K – – –
MFC
1932
Mechanics Financial Corp
Ohio
$316K +$316K +5,065 New
DHGWA
1933
Dixon Hughes Goodman Wealth Advisors
North Carolina
$316K +$316K +5,066 New
FA
1934
Financial Advisors
Massachusetts
$315K – – –
CPSAC
1935
Chas P. Smith & Associates (CPS)
Florida
$315K +$4.93K +79 +2%
CI
1936
CX Institutional
Indiana
$314K -$135K -2,172 -30%
SAM
1937
S.A. Mason
Michigan
$313K +$62 +1 +0%
HIC
1938
Harvey Investment Company
Kentucky
$312K – – –
HA
1939
Harbor Advisors
Florida
$312K – – –
APWM
1940
Atlas Private Wealth Management
New York
$312K +$312K +4,996 New
TCOO
1941
Trust Company of Oklahoma
Oklahoma
$311K -$71.7K -1,150 -19%
RCWM
1942
Royal Capital Wealth Management
Indiana
$311K +$311K +4,982 New
XS
1943
XR Securities
Illinois
$311K +$311K +4,991 New
LIA
1944
LS Investment Advisors
Michigan
$310K -$901K -14,455 -74%
FRM
1945
Fox Run Management
Connecticut
$310K -$814K -13,048 -72%
BFA
1946
Brendel Financial Advisors
New Hampshire
$310K +$310K +4,976 New
FIA
1947
Foundations Investment Advisors
Arizona
$309K -$5.25K -81 -2%
NFG
1948
Nadler Financial Group
Illinois
$307K -$23.5K -378 -7%
MS
1949
Maven Securities
Jersey
$307K +$173K +2,773 +129%
FBFS
1950
First Business Financial Services
Wisconsin
$306K – – –
76 77
78
79 80