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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 %
PWP
2001
Personal Wealth Partners
Minnesota
$276K – – –
CBA
2002
Coastal Bridge Advisors
Connecticut
$275K -$39.2K -586 -12%
GWA
2003
GGM Wealth Advisors
Maryland
$275K +$7.51K +112 +3%
CHA
2004
Carmichael Hill & Associates
Maryland
$274K -$54.1K -811 -16%
RPA
2005
Rock Point Advisors
Vermont
$274K – – –
CA
2006
Continuum Advisory
Idaho
$274K +$274K +4,099 New
NAS
2007
Nicolet Advisory Services
Wisconsin
$274K +$274K +4,100 New
KPCM
2008
Kings Point Capital Management
New York
$273K – – –
CFO
2009
CVA Family Office
Colorado
$273K +$62K +927 +29%
SFP
2010
Shepherd Financial Partners
Massachusetts
$272K -$401 -6 -0.1%
TFM
2011
TFC Financial Management
Massachusetts
$272K – – –
CCC
2012
Chelsea Counsel Company
California
$271K – – –
JFA
2013
JNBA Financial Advisors
Minnesota
$270K – – –
HCMG
2014
Howard Capital Management Group
California
$270K – – –
BWP
2015
Bernardo Wealth Planning
Pennsylvania
$269K -$4.93K -74 -2%
QCIG
2016
Quad-Cities Investment Group
Iowa
$268K +$602 +9 +0.2%
PIP
2017
Peachtree Investment Partners
Florida
$268K +$268K +4,005 New
SSW
2018
Smith Shellnut Wilson
Mississippi
$267K – – –
1WM
2019
1900 Wealth Management
Texas
$267K +$8.03K +120 +3%
DOA
2020
D'Orazio & Associates
Virginia
$267K +$156K +2,336 +141%
CAM
2021
Congress Asset Management
Massachusetts
$266K +$7.03K +105 +3%
MMA
2022
Miracle Mile Advisors
California
$266K +$24.9K +373 +10%
ARC
2023
Advisor Resource Council
Texas
$266K +$266K +3,985 New
AHC
2024
Adell Harriman & Carpenter
Texas
$266K – – –
HHGA
2025
Halbert Hargrove Global Advisors
California
$265K +$4.22K +63 +2%
79 80
81
82 83