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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 %
SIG
2051
Spinnaker Investment Group
California
$258K +$258K +3,976 New
WCA
2052
Westover Capital Advisors
Delaware
$257K -$2.13M -34,042 -89%
GFP
2053
Gryphon Financial Partners
Ohio
$257K -$19.5K -313 -7%
IIC
2054
Integrated Investment Consultants
Michigan
$257K -$17.9K -287 -7%
SHGA
2055
Sand Hill Global Advisors
California
$257K -$436 -7 -0.2%
CBA
2056
Coastal Bridge Advisors
Connecticut
$257K – – –
PWP
2057
Personal Wealth Partners
Minnesota
$257K – – –
TSS
2058
Two Sigma Securities
New York
$256K -$801K -12,866 -76%
RPA
2059
Rock Point Advisors
Vermont
$256K – – –
CHA
2060
Carmichael Hill & Associates
Maryland
$256K – – –
BSSFA
2061
Baron Silver Stevens Financial Advisors
Florida
$255K – – –
KFI
2062
Key Financial Inc
Pennsylvania
$255K +$21.3K +342 +9%
FCFC
2063
First Citizens Financial Corp
Iowa
$254K – – –
QCIG
2064
Quad-Cities Investment Group
Iowa
$254K +$624 +10 +0.2%
LRWA
2065
Long Run Wealth Advisors
New York
$254K +$254K +4,069 New
CCC
2066
Chelsea Counsel Company
California
$253K – – –
W
2067
Wealthquest
Ohio
$253K +$253K +4,066 New
CWM
2068
Connecticut Wealth Management
Connecticut
$252K -$45.1K -723 -15%
JCM
2069
Jag Capital Management
Missouri
$252K +$4.8K +77 +2%
OCM
2070
Orser Capital Management
Texas
$251K -$62.3K -1,000 -20%
GP
2071
Girard Partners
Pennsylvania
$250K -$11.4K -184 -4%
EWM
2072
Endurance Wealth Management
Rhode Island
$249K +$3.43K +55 +1%
SRIM
2073
Saratoga Research & Investment Management
California
$248K -$85.2K -1,366 -26%
1WM
2074
1900 Wealth Management
Texas
$248K -$936 -15 -0.4%
SIM
2075
SSI Investment Management
California
$248K -$620 -10 -0.2%
81 82
83
84 85