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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 %
ATPW
2026
Ashton Thomas Private Wealth
Arizona
$264K +$16.2K +243 +7%
GAB
2027
German American Bancorp
Indiana
$263K -$4.34K -65 -2%
YMRC
2028
Yorktown Management & Research Company
Virginia
$263K – – –
ACM
2029
AUA Capital Management
Pennsylvania
$263K – – –
WMG
2030
WESCAP Management Group
California
$262K -$182K -2,725 -41%
EWM
2031
Endurance Wealth Management
Rhode Island
$262K +$3.67K +55 +1%
EIG
2032
Ellenbecker Investment Group
Wisconsin
$262K +$4.47K +67 +2%
FSC
2033
Full Sail Capital
Oklahoma
$261K -$92.2K -1,378 -26%
HCP
2034
Holt Capital Partners
Texas
$261K -$6.68K -100 -2%
SFG
2035
SageGuard Financial Group
Tennessee
$259K -$7.15K -107 -3%
RHJA
2036
Rice Hall James & Associates
California
$259K – – –
SHGA
2037
Sand Hill Global Advisors
California
$259K +$15.7K +235 +6%
DA
2038
Doliver Advisors
Texas
$258K +$25.5K +382 +11%
CPWA
2039
Cerro Pacific Wealth Advisors
California
$258K +$258K +3,864 New
HWM
2040
Howard Wealth Management
Connecticut
$257K -$1.67K -25 -0.6%
LFA
2041
Legacy Financial Advisors
Kentucky
$256K -$56.4K -842 -18%
WW
2042
Waterfront Wealth
Kansas
$256K +$256K +3,824 New
HWA
2043
Hillcrest Wealth Advisors
New Jersey
$254K -$175K -2,625 -41%
RZH
2044
Relyea Zuckerberg Hanson
Connecticut
$254K +$254K +3,794 New
MPW
2045
MA Private Wealth
California
$253K -$602 -9 -0.2%
BAM
2046
Brave Asset Management
New Jersey
$251K – – –
CCM
2047
Carderock Capital Management
Maryland
$251K – – –
MIA
2048
MainStreet Investment Advisors
Illinois
$250K – – –
GC
2049
Garde Capital
Washington
$249K -$27.9K -417 -10%
MG
2050
Mather Group
Illinois
$249K +$12.9K +194 +5%
80 81
82
83 84