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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 %
AA
2026
Argent Advisors
Louisiana
$272K +$3.12K +50 +1%
HCM
2027
Hutchinson Capital Management
California
$271K +$1.87K +30 +0.7%
SFG
2028
StrategIQ Financial Group
Indiana
$271K +$271K +4,342 New
BA
2029
Bristlecone Advisors
Washington
$270K +$436 +7 +0.2%
Acadian Asset Management
2030
Acadian Asset Management
Massachusetts
$269K – – –
TCM
2031
Towercrest Capital Management
Pennsylvania
$269K – – –
FC
2032
Forte Capital
New York
$268K -$83.3K -1,337 -24%
IC
2033
Inscription Capital
Texas
$268K +$16.8K +270 +7%
EWM
2034
EPG Wealth Management
Georgia
$267K -$204K -3,268 -43%
KPCM
2035
Kings Point Capital Management
New York
$267K – – –
SRC
2036
Sage Rhino Capital
California
$266K -$230K -3,682 -46%
FOA
2037
Five Oceans Advisors
California
$265K -$1.56K -25 -0.6%
DIM
2038
Delta Investment Management
California
$265K – – –
PO
2039
Private Ocean
California
$264K +$934 +15 +0.4%
KTA
2040
Keeley-Teton Advisors
Illinois
$264K +$264K +4,232 New
WAM
2041
Walker Asset Management
Missouri
$263K +$263K +4,218 New
SCM
2042
SKBA Capital Management
California
$262K – – –
SW
2043
SkyOak Wealth
Michigan
$261K +$187 +3 +0.1%
ECG
2044
Edge Capital Group
Georgia
$261K +$43.4K +698 +20%
FBC
2045
Fairfield, Bush & Co
Connecticut
$260K -$1.19M -19,100 -82%
WAG
2046
Winthrop Advisory Group
Massachusetts
$260K -$24.8K -398 -9%
CA
2047
Calton & Associates
Florida
$258K -$117K -1,882 -31%
PP
2048
PDS Planning
Ohio
$258K -$64.8K -1,041 -20%
DA
2049
Doliver Advisors
Texas
$258K +$6.51K +100 +3%
CFO
2050
CVA Family Office
Colorado
$258K +$146K +2,343 +130%
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