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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 %
FMC
1976
First Merchants Corp
Indiana
$292K -$45K -720 -13%
WA1
1977
Wimmer Associates 1
California
$292K – – –
Members Trust
1978
Members Trust
Florida
$291K -$55.3K -889 -16%
WP
1979
Wedgewood Partners
Missouri
$291K -$38.9K -625 -12%
JF
1980
Jump Financial
Illinois
$290K -$570K -9,132 -66%
TWM
1981
Tradition Wealth Management
Minnesota
$290K -$334K -5,360 -54%
AWP
1982
Ascent Wealth Partners
New York
$290K -$16.2K -260 -5%
BW
1983
Bison Wealth
Georgia
$290K +$13.3K +214 +5%
BFAG
1984
Blackston Financial Advisory Group
Florida
$290K +$290K +4,645 New
MA
1985
Mosaic Advisors
Texas
$289K +$289K +4,634 New
CA
1986
Carson Advisory
Georgia
$289K +$289K +4,640 New
SIA
1987
Soltis Investment Advisors
Utah
$288K -$10.4K -166 -3%
VCG
1988
Vantage Consulting Group
Virginia
$288K +$47.7K +764 +20%
SA
1989
Syntax Advisors
New York
$288K +$288K +4,616 New
MIH
1990
Meitav Investment House
Israel
$287K +$37.7K +605 +15%
BC
1991
Bridgefront Capital
Texas
$287K +$287K +4,599 New
TFA
1992
Tranquilli Financial Advisor
New Jersey
$286K -$3.11K -50 -1%
GWA
1993
GGM Wealth Advisors
Maryland
$286K +$17.2K +263 +6%
SPWM
1994
Schrum Private Wealth Management
Florida
$285K +$285K +4,578 New
WP
1995
Waycross Partners
Kentucky
$284K – – –
KAM
1996
KEB Asset Management
Illinois
$284K +$284K +4,552 New
OWM
1997
OneAscent Wealth Management
Alabama
$284K +$284K +4,556 New
AC
1998
Apella Capital
Connecticut
$283K +$1.74K +28 +0.6%
RM
1999
Resource Management
Louisiana
$281K -$25K -400 -8%
WBC
2000
West Branch Capital
Massachusetts
$281K -$4.24K -68 -1%
78 79
80
81 82