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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 %
WAM
2001
Winslow Asset Management
Ohio
$281K – – –
WOC
2002
West Oak Capital
California
$280K – – –
LFG
2003
Larson Financial Group
Missouri
$280K +$83.3K +1,334 +42%
QWM
2004
Quaker Wealth Management
New Jersey
$280K +$280K +4,485 New
SB
2005
Strategic Blueprint
Georgia
$278K -$181K -2,896 -39%
DOA
2006
D'Orazio & Associates
Virginia
$278K +$7.42K +119 +3%
LFA
2007
Legacy Financial Advisors
Kentucky
$278K +$13.2K +212 +5%
WFMPM
2008
Woodley Farra Manion Portfolio Management
Indiana
$278K +$278K +4,463 New
SF
2009
Summit Financial
New Jersey
$277K +$51.3K +822 +23%
I
2010
INVST
Indiana
$277K -$668K -9,833 -71%
JSC
2011
Jackson Square Capital
California
$276K -$2.47M -39,689 -90%
HI
2012
Hendershot Investments
Virginia
$276K +$66.3K +1,064 +32%
SWM
2013
Segment Wealth Management
Texas
$276K +$276K +4,428 New
AWAG
2014
ARS Wealth Advisors Group
Florida
$275K -$62.4K -999 -18%
MMA
2015
Miracle Mile Advisors
California
$275K -$13K -209 -5%
CGH
2016
CMG Global Holdings
Texas
$275K – – –
FNBOMD
2017
First National Bank of Mount Dora
Florida
$275K +$8.63K +138 +3%
KWM
2018
Kolinsky Wealth Management
New Jersey
$275K +$275K +4,416 New
FSC
2019
Full Sail Capital
Oklahoma
$274K +$49.1K +787 +22%
LAI
2020
Legal Advantage Investments
California
$274K +$274K +4,400 New
EA
2021
Elm Advisors
California
$273K – – –
NCM
2022
Northside Capital Management
Oregon
$273K – – –
JFA
2023
Johanson Financial Advisors
California
$273K +$37.8K +606 +16%
ESBC
2024
E.S. Barr & Co
Kentucky
$272K -$20.7K -333 -7%
PHAM
2025
Palisades Hudson Asset Management
Florida
$272K – – –
79 80
81
82 83