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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 %
DLHL
1976
Donald L. Hagan LLC
Florida
$289K – – –
HCM
1977
Hutchinson Capital Management
California
$289K +$5.35K +80 +2%
TCM
1978
Towercrest Capital Management
Pennsylvania
$288K -$12.2K -183 -4%
TFA
1979
Trinity Financial Advisors
Ohio
$288K -$1.4K -21 -0.5%
SIM
1980
SSI Investment Management
California
$288K +$200 +3 +0.1%
IIC
1981
Integrated Investment Consultants
Michigan
$288K +$34.4K +516 +14%
EWP
1982
Engrave Wealth Partners
Texas
$286K +$9.3K +139 +3%
SB
1983
Strategic Blueprint
Georgia
$286K +$286K +4,274 New
FNBOMD
1984
First National Bank of Mount Dora
Florida
$285K -$134K -2,010 -32%
EBSAM
1985
Eubel Brady & Suttman Asset Management
Ohio
$284K -$284K -4,503 -50%
DIM
1986
Delta Investment Management
California
$284K +$1.34K +20 +0.5%
AFC
1987
AFT Forsyth & Company
Florida
$282K +$67 +1 +0%
WI
1988
WrapManager Inc
California
$282K +$9.55K +143 +4%
MC
1989
Machina Capital
France
$282K +$282K +4,255 New
IIM
1990
InTrack Investment Management
Vermont
$281K -$18.6K -280 -6%
CG
1991
CFO4Life Group
Texas
$281K -$735 -11 -0.3%
LSC
1992
Lesa Sroufe & Co
Washington
$281K – – –
SCM
1993
SKBA Capital Management
California
$281K – – –
CWM
1994
Connecticut Wealth Management
Connecticut
$281K +$12.3K +184 +5%
TCOK
1995
Trust Company of Kansas
Kansas
$281K +$21.7K +325 +8%
FCFC
1996
First Citizens Financial Corp
Iowa
$280K – – –
SW
1997
SkyOak Wealth
Michigan
$280K +$201 +3 +0.1%
SWMG
1998
Strategic Wealth Management Group
Maryland
$279K -$98.1K -1,467 -26%
CASB
1999
Cape Ann Savings Bank
Massachusetts
$279K – – –
WAG
2000
Winthrop Advisory Group
Massachusetts
$276K -$90.7K -1,369 -25%
78 79
80
81 82