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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 %
CCIA
1951
Campbell & Co Investment Adviser
Maryland
$306K +$306K +4,900 New
PPW
1952
Pinnacle Private Wealth
Massachusetts
$306K +$306K +4,912 New
MA
1953
MBA Advisors
Pennsylvania
$306K +$306K +4,915 New
BCM
1954
BTR Capital Management
California
$305K -$48.3K -775 -14%
P
1955
&Partners
Tennessee
$305K -$6.24K -100 -2%
FBB
1956
Fulton Breakefield Broenniman
Maryland
$305K +$86.6K +1,390 +40%
FA
1957
Fagan Associates
New York
$303K -$3.4M -54,555 -92%
AC
1958
Asio Capital
Kentucky
$303K -$3.36M -53,932 -92%
XT
1959
XTX Topco
Cayman Islands
$303K -$453K -7,252 -60%
WFI
1960
West Family Investments
California
$302K -$170K -2,720 -36%
TCM
1961
Tradewinds Capital Management
Washington
$301K -$63.3K -1,015 -17%
KFA
1962
Kelleher Financial Advisors
New York
$301K +$301K +4,833 New
FPCM
1963
Financial Partners Capital Management
New York
$301K +$26.5K +425 +10%
CCMD
1964
Cypress Capital Management (Delaware)
Delaware
$299K -$2.55K -41 -0.8%
MPW
1965
Monterey Private Wealth
California
$298K +$561 +9 +0.2%
CRWM
1966
Castle Rock Wealth Management
California
$298K +$16.5K +259 +6%
HFAS
1967
Hummer Financial Advisory Services
Illinois
$297K -$17.6K -280 -6%
AAP
1968
Arax Advisory Partners
Colorado
$296K -$9.74K -156 -3%
WFA
1969
WestHill Financial Advisors
California
$296K – – –
VCM
1970
Vivaldi Capital Management
Illinois
$295K +$934 +15 +0.3%
APIM
1971
Agate Pass Investment Management
Washington
$295K +$295K +4,724 New
CF
1972
Corrigan Financial
Rhode Island
$294K +$125 +2 +0%
SAM
1973
SignalPoint Asset Management
Missouri
$293K -$12.4K -199 -4%
SAM
1974
Satovsky Asset Management
New York
$293K +$2.5K +40 +0.9%
CNB
1975
Camden National Bank
Maine
$293K +$16.2K +260 +6%
77 78
79
80 81